Performance analysis of EFR (Eaton Vance Senior Floating-Rate Trust)
Annual Return
Over the past 3 years, EFR has had an average annual return of +7.65%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, EFR has had an average annual return of +3.53%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, EFR has had an average annual return of +5.71%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 25, 2003, EFR has had an average annual return of +4.69%, underperforming the benchmark SPY, which returned +11.16% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.70% | -4.88% | +11.30% | +29.27% | -18.72% | +22.88% | +0.86% | +16.40% | -6.95% | +3.37% | +26.56% | -3.42% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -3.70% | +0.72% | +18.17% | -5.86% | +19.21% | +103.38% | -44.47% | -8.43% | +18.81% | -9.51% | +7.43% | -1.32% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.41% | -4.33% | -0.46% | +1.13% | -0.11% | +0.76% | -1.70% | ||||||
| 2025 | +4.80% | -2.25% | -4.49% | -1.85% | +1.10% | +2.01% | -0.94% | -1.38% | -1.24% | +0.40% | -1.00% | +0.15% | -4.88% |
| 2024 | +4.11% | -0.60% | +1.32% | +1.32% | +1.38% | +0.46% | +1.46% | -2.04% | +0.67% | +0.97% | +2.59% | -0.76% | +11.30% |
| 2023 | +7.68% | +2.21% | -4.24% | +2.72% | -2.18% | +6.07% | +4.50% | -0.34% | +1.66% | -2.90% | +7.22% | +4.41% | +29.27% |
| 2022 | -1.96% | -1.27% | -3.97% | -3.06% | -5.56% | +1.93% | +3.05% | -4.07% | -6.51% | +1.28% | +4.58% | -4.29% | -18.72% |
| 2021 | +4.40% | +1.62% | +3.09% | +1.70% | +2.12% | +0.29% | -0.77% | +3.31% | +2.46% | +2.53% | +0.22% | -0.05% | +22.88% |
| 2020 | +1.03% | -5.55% | -22.35% | +5.82% | +8.34% | +1.73% | +2.53% | +3.51% | -1.57% | +2.86% | +7.59% | +0.95% | +0.86% |
| 2019 | +4.78% | +1.39% | -1.26% | +2.97% | -1.15% | +0.50% | +1.73% | -1.99% | +1.68% | -0.35% | +0.73% | +6.61% | +16.40% |
| 2018 | -1.04% | +1.85% | +2.58% | +0.09% | -0.12% | -1.29% | -0.68% | -0.21% | +0.21% | -3.99% | -1.04% | -3.35% | -6.95% |
| 2017 | +2.10% | +2.44% | -0.46% | -1.31% | +0.41% | +0.50% | +0.15% | +0.21% | +1.29% | -2.16% | -2.11% | +2.40% | +3.37% |
Drawdown analysis of EFR (Eaton Vance Senior Floating-Rate Trust)
The maximum drawdown for the EFR was -60.57%, occurring on Dec 15, 2008. Recovery took 277 trading sessions.
The current EFR drawdown is -10.78%.
Since Nov 25, 2003 EFR has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.57% | Jun 22, 2007 | 374 | Dec 15, 2008 | 277 | Jan 22, 2010 | 651 |
| -42.01% | Jan 22, 2020 | 42 | Mar 23, 2020 | 177 | Dec 2, 2020 | 219 |
| -25.06% | Nov 16, 2021 | 229 | Oct 14, 2022 | 294 | Dec 15, 2023 | 523 |
| -24.17% | Mar 1, 2011 | 151 | Oct 4, 2011 | 235 | Sep 10, 2012 | 386 |
| -22.93% | Apr 24, 2013 | 708 | Feb 16, 2016 | 160 | Oct 3, 2016 | 868 |
| -18.30% | Jan 31, 2025 | 45 | Apr 7, 2025 | Ongoing | Ongoing | Ongoing |
| -15.42% | Apr 18, 2018 | 172 | Dec 21, 2018 | 248 | Dec 17, 2019 | 420 |
| -14.85% | May 3, 2010 | 16 | May 25, 2010 | 116 | Nov 8, 2010 | 132 |
| -13.23% | Mar 4, 2005 | 155 | Oct 13, 2005 | 194 | Jul 24, 2006 | 349 |
| -10.10% | Feb 3, 2010 | 10 | Feb 18, 2010 | 25 | Mar 25, 2010 | 35 |
| -6.73% | Apr 5, 2010 | 3 | Apr 8, 2010 | 15 | Apr 29, 2010 | 18 |
| -6.69% | Oct 4, 2012 | 28 | Nov 15, 2012 | 5 | Nov 23, 2012 | 33 |
| -6.36% | Jul 3, 2024 | 22 | Aug 5, 2024 | 67 | Nov 7, 2024 | 89 |
| -6.24% | Mar 17, 2017 | 168 | Nov 14, 2017 | 91 | Mar 28, 2018 | 259 |
| -5.48% | Oct 19, 2021 | 5 | Oct 26, 2021 | 15 | Nov 16, 2021 | 20 |
| -5.35% | Nov 8, 2010 | 5 | Nov 15, 2010 | 17 | Dec 9, 2010 | 22 |
| -4.27% | Mar 11, 2013 | 16 | Apr 3, 2013 | 12 | Apr 19, 2013 | 28 |
| -4.11% | Nov 23, 2012 | 25 | Dec 31, 2012 | 9 | Jan 14, 2013 | 34 |
| -4.00% | Feb 5, 2013 | 5 | Feb 12, 2013 | 12 | Mar 1, 2013 | 17 |
| -3.93% | May 4, 2004 | 15 | May 25, 2004 | 42 | Jul 27, 2004 | 57 |
| -3.82% | Dec 17, 2010 | 11 | Jan 4, 2011 | 5 | Jan 11, 2011 | 16 |
| -3.76% | Dec 12, 2003 | 29 | Jan 27, 2004 | 56 | Apr 16, 2004 | 85 |
| -3.57% | Feb 26, 2007 | 5 | Mar 5, 2007 | 22 | Apr 4, 2007 | 27 |
| -3.44% | Nov 11, 2004 | 19 | Dec 9, 2004 | 5 | Dec 16, 2004 | 24 |
| -2.95% | Oct 27, 2016 | 6 | Nov 4, 2016 | 5 | Nov 11, 2016 | 11 |