Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XEVFX (Eaton Vance Senior Income Trust) | 0.43% | 2.99% | 7.53% | 4.91% | 5.10% | 3.70% | 1.79% | … | … |
Data as of 06/16/2026, Common starting date is 09/22/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XEVFX (Eaton Vance Senior Income Trust) | 09/22/2003 | 06/16/2026 |
| 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 (%) | 0.20 | 2.99 | 7.53 | 4.91 | 5.10 | 3.70 | 1.79 | … | … | 0.43 | 3.37 | 10.07 | 16.91 | -7.73 | 7.87 | 2.36 | 9.63 | 0.79 | 2.99 | 10.82 | -8.80 | 0.75 | 6.51 | 7.33 | -2.67 | 8.55 | 84.51 | -55.57 | -8.69 | 0.46 | -1.02 | 1.62 | 1.05 |
| Sharpe Ratio | NA | 0.02 | 1.72 | 0.72 | 0.60 | NA | NA | … | … | -0.68 | 0.16 | 3.20 | 4.44 | -1.95 | 3.11 | 0.13 | 3.17 | -0.30 | 1.32 | 3.20 | -3.25 | 0.32 | 4.13 | 3.34 | -0.60 | 2.70 | 11.64 | -4.47 | -3.64 | -1.36 | -1.71 | 0.39 | 1.77 |
| Standard Deviation(%) | NA | 2.23 | 2.55 | 3.30 | 5.63 | NA | NA | … | … | 2.86 | 3.05 | 2.01 | 3.01 | 4.72 | 2.52 | 15.57 | 2.58 | 1.96 | 1.77 | 3.32 | 2.72 | 2.26 | 1.57 | 2.19 | 4.52 | 3.13 | 7.25 | 12.60 | 3.26 | 2.18 | 1.92 | 1.64 | 1.80 |
| Draw Down(%) | NA | 3.13 | 4.88 | 11.09 | 31.47 | NA | NA | … | … | 3.13 | 4.88 | 0.81 | 2.89 | 11.09 | 1.01 | 31.47 | 1.17 | 5.61 | 0.97 | 3.76 | 11.28 | 3.79 | 1.79 | 2.75 | 9.13 | 5.66 | 5.60 | 56.95 | 10.03 | 1.58 | 2.36 | 0.91 | 0.46 |
| Yield(%) | 0.55 | 7.62 | 9.57 | 7.82 | 6.36 | 4.79 | 2.97 | … | … | 3.64 | 8.21 | 10.03 | 11.22 | 7.20 | 5.36 | 5.59 | 6.22 | 5.71 | 2.12 | 0.00 | 0.48 | 5.40 | 5.82 | 1.40 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/16/2026, Common starting date is 09/22/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEVFX (Eaton Vance Senior Income Trust) |
-25.86%
Dec 2005 – Dec 2008 |
-16.34%
Dec 2003 – Dec 2008 |
-2.24%
Feb 2006 – Feb 2016 |
-1.34%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEVFX (Eaton Vance Senior Income Trust) |
24.92%
Dec 2008 – Dec 2011 |
17.38%
Dec 2008 – Dec 2013 |
8.94%
Dec 2008 – Dec 2018 |
7.78%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart