Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESFHX (Eaton Vance Floating-Rate & High Income) | 0.66% | 3.62% | 6.85% | 4.80% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/28/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESFHX (Eaton Vance Floating-Rate & High Income) | 06/28/2016 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.25 | 3.62 | 6.85 | 4.80 | NA | NA | NA | … | … | 0.66 | 4.53 | 8.16 | 12.30 | -3.07 | 4.82 | 2.76 | 8.25 | 0.26 | 4.79 | 6.15 |
| Sharpe Ratio | NA | 0.47 | 1.38 | 0.79 | NA | NA | NA | … | … | -0.26 | 0.60 | 1.75 | 2.72 | -1.20 | 3.20 | 0.27 | 3.10 | -0.61 | 2.65 | 6.66 |
| Standard Deviation(%) | NA | 2.37 | 2.73 | 2.93 | NA | NA | NA | … | … | 2.47 | 2.74 | 2.59 | 3.20 | 3.77 | 1.50 | 9.16 | 2.18 | 1.85 | 1.57 | 1.82 |
| Draw Down(%) | NA | 1.68 | 2.88 | 6.84 | NA | NA | NA | … | … | 1.68 | 2.88 | 0.72 | 1.85 | 6.84 | 0.80 | 19.39 | 0.69 | 4.06 | 0.56 | 0.57 |
| Yield(%) | 0.00 | 6.81 | 7.68 | 6.26 | 5.42 | 3.61 | 2.71 | … | … | 2.62 | 7.22 | 8.05 | 8.16 | 4.71 | 3.58 | 3.86 | 5.28 | 4.51 | 4.15 | 2.33 |
Data as of 06/09/2026, Common starting date is 06/28/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESFHX (Eaton Vance Floating-Rate & High Income) |
-0.68%
Mar 2017 – Mar 2020 |
2.14%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESFHX (Eaton Vance Floating-Rate & High Income) |
9.10%
Sep 2022 – Sep 2025 |
7.72%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart