Nasdaq - Delayed Quote USD

Eaton Vance Total Return Bond C (ECBAX)

10.04 +0.03 (+0.30%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.63%
5y Average Return 0.11%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (Apr 26, 2024) 19.88%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 19.88%
Worst 3Y Total Return -2.67%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ECBAX
Category
YTD
0.37%
-0.61%
1-Month
1.07%
0.77%
3-Month
0.37%
1.99%
1-Year
3.52%
3.06%
3-Year
-2.07%
5.69%
5-Year
0.62%
3.75%
10-Year
2.12%
3.84%
Last Bull Market
7.70%
4.61%
Last Bear Market
-5.84%
1.87%

Annual Total Return (%) History

Year
ECBAX
Category
2024
--
--
2023
5.91%
--
2022
-13.67%
--
2021
1.98%
--
2020
4.73%
8.06%
2019
9.71%
8.94%
2018
-1.82%
-0.61%
2017
6.64%
4.27%

2016
10.57%
3.86%
2015
-6.83%
-0.45%
2014
9.90%
5.42%
2013
-5.95%
-0.90%
2012
7.79%
7.76%
2011
19.88%
6.27%
2010
9.74%
8.51%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.37% -- -- --
2023 2.69% -0.95% -2.49% 6.78%
2022 -5.60% -5.84% -3.85% 1.00%
2021 -0.36% 2.10% 0.41% -0.16%
2020 -10.84% 8.49% 3.52% 4.59%
2019 4.26% 2.73% 1.10% 1.31%
2018 -0.29% -1.27% 0.88% -1.14%
2017 2.90% 1.26% 1.90% 0.43%
2016 3.46% 4.46% 3.24% -0.89%
2015 1.23% -2.18% -4.83% -1.14%

2014 3.31% 2.01% 1.78% 2.46%
2013 1.76% -4.00% -2.73% -1.02%
2012 1.89% 3.94% 1.44% 0.34%
2011 0.44% 4.57% 13.37% 0.67%
2010 3.59% 9.26% 3.60% -6.41%

Rank in Category (By Total Return)

YTD 14
1-Month 22
3-Month 14
1-Year 29
3-Year 38
5-Year 56

Load Adjusted Returns

1-Year 2.53%
3-Year -2.07%
5-Year 0.62%
10-Year 2.12%

Performance & Risk

YTD Return -1.63%
5y Average Return 0.11%
Rank in Category (ytd) 14
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Eaton Vance
Net Assets 1.51B
YTD Return 0.37%
Yield 4.56%
Morningstar Rating
Inception Date Nov 17, 2009

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in bonds and other fixed and floating-rate income instruments (the "80% Policy"). It may invest up to 35% of its net assets in bonds and other fixed and floating-rate income instruments rated below investment grade and in unrated instruments determined by the investment adviser to be of below investment grade quality (“junk bonds”).

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