Nasdaq - Delayed Quote USD

Eaton Vance Short Dur Infl-Prot Inc A (EARRX)

9.90 +0.01 (+0.10%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.42%
5y Average Return 3.70%
Number of Years Up 8
Number of Years Down 5
Best 1Y Total Return (Apr 26, 2024) 7.49%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 7.49%
Worst 3Y Total Return -1.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
EARRX
Category
YTD
1.32%
2.01%
1-Month
0.70%
0.29%
3-Month
1.32%
2.93%
1-Year
4.66%
7.04%
3-Year
3.06%
5.93%
5-Year
3.84%
3.88%
10-Year
2.51%
2.85%
Last Bull Market
9.01%
4.99%
Last Bear Market
-3.20%
3.43%

Annual Total Return (%) History

Year
EARRX
Category
2024
--
--
2023
5.96%
--
2022
-3.20%
--
2021
7.49%
--
2020
5.04%
10.01%
2019
5.28%
7.92%
2018
-0.49%
-1.64%
2017
1.80%
2.72%

2016
5.80%
4.59%
2015
-1.10%
-2.36%
2014
-2.00%
1.80%
2013
-0.17%
-7.85%
2012
4.17%
6.45%
2011
4.19%
10.93%
2010
--
5.94%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.32% -- -- --
2023 2.57% -0.22% 1.02% 2.48%
2022 0.36% -3.20% -2.07% 1.73%
2021 2.05% 2.11% 1.81% 1.33%
2020 -6.83% 6.13% 3.12% 3.01%
2019 2.30% 1.44% 0.00% 1.46%
2018 0.38% 0.45% 0.62% -1.92%
2017 0.95% -0.50% 0.74% 0.61%
2016 2.36% 0.88% 1.55% 0.90%
2015 0.63% 0.54% -1.35% -0.90%

2014 0.16% 1.61% -1.46% -2.29%
2013 0.58% -1.77% 0.65% 0.39%
2012 1.95% -0.19% 1.56% 0.80%
2011 2.98% 1.12% -1.14% 1.20%
2010 1.83% 1.86% -- --

Rank in Category (By Total Return)

YTD 7
1-Month 43
3-Month 7
1-Year 6
3-Year 2
5-Year 3

Load Adjusted Returns

1-Year 1.26%
3-Year 1.93%
5-Year 3.16%
10-Year 2.17%

Performance & Risk

YTD Return 1.42%
5y Average Return 3.70%
Rank in Category (ytd) 7
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.33
Morningstar Risk Rating

Fund Overview

Category Inflation-Protected Bond
Fund Family Eaton Vance
Net Assets 486.41M
YTD Return 1.32%
Yield 4.22%
Morningstar Rating
Inception Date Apr 01, 2010

Fund Summary

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in "inflation protected" instruments, which include (i) inflation-indexed debt obligations of varying maturities issued by the United States and non-U.S. governments, their agencies or instrumentalities, corporations and other issuers and (ii) other fixed or floating-rate debt obligations (including junior and senior loans) with respect to which the fund enters into agreements to swap nominal interest payments for payments based on changes in the U.S. Consumer Price Index ("CPI") or other measures of inflation. It is non-diversified.

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