Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XEVVX (Eaton Vance Limited Duration Income Fund) | -0.09% | 5.62% | 8.24% | 3.33% | 3.26% | 2.40% | 1.48% | … | … |
Data as of 06/08/2026, Common starting date is 08/27/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XEVVX (Eaton Vance Limited Duration Income Fund) | 08/27/2003 | 06/08/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | 5.62 | 8.24 | 3.33 | 3.26 | 2.40 | 1.48 | … | … | -0.09 | 9.20 | 6.76 | 13.03 | -12.07 | 5.05 | 3.53 | 9.95 | -3.01 | 1.32 | 4.94 | -8.51 | 3.75 | 5.33 | 4.35 | -2.76 | 5.05 | 42.79 | -34.97 | -5.59 | 0.28 | -4.50 | -1.51 | 1.48 |
| Sharpe Ratio | NA | 1.03 | 1.31 | 0.20 | 0.33 | NA | NA | … | … | -0.47 | 1.78 | 0.83 | 2.05 | -2.11 | 2.84 | 0.27 | 4.01 | -2.24 | 0.30 | 1.11 | -2.23 | 1.54 | 2.54 | 1.67 | -0.71 | 1.48 | 7.35 | -4.27 | -2.75 | -1.17 | -2.43 | -0.82 | 1.25 |
| Standard Deviation(%) | NA | 3.19 | 3.96 | 4.43 | 5.13 | NA | NA | … | … | 3.79 | 3.56 | 3.76 | 4.62 | 6.41 | 1.77 | 11.98 | 2.11 | 1.97 | 2.21 | 4.24 | 3.83 | 2.43 | 2.08 | 2.59 | 3.95 | 3.34 | 5.81 | 8.40 | 3.19 | 2.69 | 2.78 | 3.04 | 2.95 |
| Draw Down(%) | NA | 2.95 | 3.92 | 16.40 | 25.09 | NA | NA | … | … | 2.95 | 3.92 | 1.90 | 3.63 | 16.22 | 1.58 | 25.09 | 1.26 | 4.36 | 1.71 | 4.86 | 11.60 | 3.67 | 3.43 | 2.51 | 8.54 | 3.79 | 4.96 | 37.84 | 7.19 | 2.14 | 4.96 | 4.82 | 0.94 |
| Yield(%) | 0.00 | 8.40 | 8.80 | 7.47 | 5.71 | 4.40 | 3.10 | … | … | 3.44 | 8.40 | 8.95 | 9.55 | 9.11 | 8.75 | 8.15 | 4.95 | 5.11 | 1.84 | 0.00 | 0.64 | 8.01 | 6.67 | 0.64 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 08/27/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEVVX (Eaton Vance Limited Duration Income Fund) |
-14.93%
Dec 2005 – Dec 2008 |
-10.35%
Dec 2003 – Dec 2008 |
-1.02%
Sep 2003 – Sep 2013 |
-1.06%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEVVX (Eaton Vance Limited Duration Income Fund) |
13.41%
Dec 2008 – Dec 2011 |
9.90%
Dec 2008 – Dec 2013 |
4.77%
Nov 2008 – Nov 2018 |
4.24%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart