Nasdaq - Delayed Quote • USD
Eaton Vance Short Dur Infl-Prot Inc A (EARRX)
At close: 8:00 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 7.49% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 5 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| EARRX | Category Average | EARRX | Category Average | EARRX | Category Average | |
| Alpha | 1.85 | 0.01 | 2.26 | 0.01 | 1.03 | -0 |
| BETA | 0.33 | 0.01 | 0.32 | 0.01 | 0.28 | 0.01 |
| Mean Annual Return | 0.26 | 0 | 0.32 | 0 | 0.21 | 0 |
| R-squared | 35.27 | 0.45 | 16.2 | 0.49 | 13.37 | 0.5 |
| Standard Deviation | 3.91 | 0.04 | 4.78 | 0.04 | 3.68 | 0.04 |
| Sharpe Ratio | 0.04 | 0.01 | 0.36 | 0.01 | 0.29 | 0.01 |
| Treynor Ratio | 0.27 | 0.08 | 5.28 | 0.03 | 3.63 | 0.02 |
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