Performance analysis of EFT (Eaton Vance Floating-Rate Income Trust)
Annual Return
Over the past 3 years, EFT has had an average annual return of +8.34%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, EFT has had an average annual return of +3.50%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, EFT has had an average annual return of +5.39%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Jul 26, 2004, EFT has had an average annual return of +4.61%, underperforming the benchmark SPY, which returned +11.29% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.89% | -3.80% | +13.16% | +27.15% | -19.69% | +21% | +2.55% | +16.83% | -6.12% | +1.64% | +25.23% | -3.37% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| -3.95% | -4.64% | +27% | -4.88% | +20.01% | +91.23% | -43.34% | -7.73% | +19.28% | -4.91% | -2.51% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.89% | -3.48% | -0.98% | +2.79% | -0.18% | -0.83% | -1.89% | ||||||
| 2025 | +5.46% | -1.60% | -4.37% | -2.26% | +1.59% | +2.49% | -0.16% | -1.38% | -2.09% | -1.65% | +0.14% | +0.32% | -3.80% |
| 2024 | +5.74% | +0.35% | +1.74% | +1.42% | +0.88% | +1.18% | +1.18% | -1.60% | -1.06% | +2.64% | +3.31% | -3.05% | +13.16% |
| 2023 | +6.22% | +2.93% | -3.35% | +1.84% | -2.22% | +4.92% | +3.79% | +1.21% | +3.21% | -3.53% | +5.94% | +3.93% | +27.15% |
| 2022 | -3.64% | -2.11% | -5.01% | -3.91% | -2.14% | -3.43% | +6.72% | -2.76% | -5.24% | -0.80% | +4.72% | -3.38% | -19.69% |
| 2021 | +2.59% | +3.80% | +1.52% | +0.79% | +1.35% | +1.32% | +0.90% | +4.77% | -2.68% | +3.41% | -1.15% | +2.84% | +21% |
| 2020 | +1.89% | -6.88% | -19.96% | +4.84% | +5.80% | +1.92% | +2.08% | +4.51% | -0.82% | +4.55% | +6.88% | +1.04% | +2.55% |
| 2019 | +4.90% | +3.18% | -2.70% | +4.30% | -0.91% | +0.56% | +0.56% | -2.41% | +1.66% | +0.49% | +1.25% | +5.17% | +16.83% |
| 2018 | +0.70% | +2.01% | +2.53% | +1.34% | -1.06% | -1.89% | +0.89% | +1.56% | -0.37% | -5.44% | -1.91% | -4.30% | -6.12% |
| 2017 | +1.94% | +1.20% | -0.16% | +0.57% | +0.39% | +0.40% | +1.38% | -3.47% | +0.07% | -0.44% | -1.10% | +0.96% | +1.64% |
Drawdown analysis of EFT (Eaton Vance Floating-Rate Income Trust)
The maximum drawdown for the EFT was -60.58%, occurring on Dec 15, 2008. Recovery took 302 trading sessions.
The current EFT drawdown is -10.63%.
Since Jul 26, 2004 EFT 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: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.58% | Jun 25, 2007 | 373 | Dec 15, 2008 | 302 | Mar 1, 2010 | 675 |
| -45.43% | Jan 22, 2020 | 42 | Mar 23, 2020 | 178 | Dec 3, 2020 | 220 |
| -24.97% | Jan 12, 2022 | 190 | Oct 14, 2022 | 294 | Dec 15, 2023 | 484 |
| -23.48% | May 23, 2013 | 669 | Jan 20, 2016 | 207 | Nov 11, 2016 | 876 |
| -20.16% | Feb 24, 2011 | 154 | Oct 4, 2011 | 116 | Mar 21, 2012 | 270 |
| -17.49% | Jan 24, 2025 | 50 | Apr 7, 2025 | Ongoing | Ongoing | Ongoing |
| -15.52% | Apr 12, 2018 | 176 | Dec 21, 2018 | 247 | Dec 16, 2019 | 423 |
| -13.57% | Mar 25, 2010 | 39 | May 20, 2010 | 107 | Oct 21, 2010 | 146 |
| -10.40% | Mar 4, 2005 | 79 | Jun 27, 2005 | 181 | Mar 16, 2006 | 260 |
| -9.92% | Mar 27, 2012 | 50 | Jun 7, 2012 | 51 | Aug 20, 2012 | 101 |
| -7.83% | Oct 25, 2012 | 13 | Nov 15, 2012 | 23 | Dec 19, 2012 | 36 |
| -6.75% | Jul 27, 2017 | 78 | Nov 15, 2017 | 80 | Mar 14, 2018 | 158 |
| -5.95% | Oct 4, 2012 | 6 | Oct 12, 2012 | 9 | Oct 25, 2012 | 15 |
| -5.70% | Jul 23, 2024 | 9 | Aug 5, 2024 | 67 | Nov 7, 2024 | 76 |
| -5.63% | Sep 10, 2021 | 14 | Sep 30, 2021 | 70 | Jan 10, 2022 | 84 |
| -5.44% | Jul 26, 2004 | 94 | Dec 7, 2004 | 31 | Jan 21, 2005 | 125 |
| -4.88% | Jan 15, 2013 | 19 | Feb 12, 2013 | 19 | Mar 12, 2013 | 38 |
| -4.68% | Feb 15, 2007 | 11 | Mar 5, 2007 | 27 | Apr 12, 2007 | 38 |
| -4.20% | Aug 9, 2021 | 13 | Aug 26, 2021 | 9 | Sep 9, 2021 | 22 |
| -4.13% | Nov 10, 2010 | 4 | Nov 16, 2010 | 26 | Dec 23, 2010 | 30 |
| -3.92% | Mar 22, 2013 | 7 | Apr 3, 2013 | 33 | May 20, 2013 | 40 |
| -3.65% | Dec 24, 2024 | 4 | Dec 31, 2024 | 12 | Jan 21, 2025 | 16 |
| -3.58% | May 24, 2007 | 9 | Jun 7, 2007 | 12 | Jun 25, 2007 | 21 |
| -3.23% | Jan 14, 2021 | 9 | Jan 28, 2021 | 11 | Feb 12, 2021 | 20 |
| -3.14% | Apr 4, 2006 | 14 | Apr 25, 2006 | 33 | Jun 12, 2006 | 47 |