Performance analysis of EVF (Eaton Vance Senior Income Trust)
Annual Return
Over the past 3 years, EVF has had an average annual return of +8.01%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, EVF has had an average annual return of +3.14%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, EVF has had an average annual return of +5.99%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, EVF has had an average annual return of +4.64%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.19% | -6.16% | +7.29% | +34.50% | -14.73% | +11.78% | +6.15% | +14.33% | -2.40% | +3.08% | +23.76% | -0.64% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -4.61% | -2.37% | +23.32% | -3.00% | +21.84% | +99.62% | -47.71% | -7.36% | +15.72% | -5.37% | -0.79% | +25.67% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +6% | +1.49% | -6.12% | -2.60% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.50% | -3.43% | -1.19% | +0.46% | +0.44% | +0.10% | -2.19% | ||||||
| 2025 | +3.07% | -1.38% | -4.33% | -2.55% | +0.68% | +1.66% | -0.49% | -0.35% | -0.73% | -0.38% | -0.21% | -1.14% | -6.16% |
| 2024 | +4.12% | -2.30% | +0.95% | +0.80% | +2.39% | -0.61% | +0.48% | +0.09% | -0.42% | +1.49% | +1.90% | -1.65% | +7.29% |
| 2023 | +6.64% | +2.35% | -5.23% | +0.43% | -0.52% | +5.24% | +3.19% | +3.89% | +3.79% | -1.09% | +4.60% | +7.43% | +34.50% |
| 2022 | +0.62% | -0.27% | -4.58% | -3.76% | -5.16% | -4.28% | +4.75% | -0.76% | -5.22% | +1.15% | +4.57% | -2.19% | -14.73% |
| 2021 | +2.04% | +3.01% | +0.21% | +1.27% | +1.71% | +1.08% | -1.30% | +3.62% | +2.80% | -0.70% | -1.99% | -0.39% | +11.78% |
| 2020 | +1.56% | -6.83% | -23.05% | +8.46% | +6.18% | +2% | +7.48% | +2.65% | +1.45% | -0.61% | +7.88% | +3.42% | +6.15% |
| 2019 | +1.50% | +3.01% | -0.92% | +3.65% | -3.10% | +2.52% | +1.67% | -3.28% | +1.57% | +1.77% | +1.43% | +3.97% | +14.33% |
| 2018 | -0.30% | +0.64% | +5.10% | -0.73% | -1.62% | -2.72% | +0.82% | +1.58% | +0.17% | -3.05% | -0.99% | -1.07% | -2.40% |
| 2017 | +1.65% | +2.85% | -2.02% | +1.92% | -1.30% | -1.18% | +0.91% | -0.45% | +0.46% | -0.47% | -1.35% | +2.18% | +3.08% |
Drawdown analysis of EVF (Eaton Vance Senior Income Trust)
The maximum drawdown for the EVF was -62.40%, occurring on Dec 15, 2008. Recovery took 302 trading sessions.
The current EVF drawdown is -11.00%.
Since Nov 1, 1999 EVF 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: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.40% | Jun 1, 2007 | 389 | Dec 15, 2008 | 302 | Mar 1, 2010 | 691 |
| -40.99% | Feb 18, 2020 | 24 | Mar 23, 2020 | 173 | Nov 25, 2020 | 197 |
| -23.94% | May 31, 2001 | 74 | Sep 20, 2001 | 381 | Mar 27, 2003 | 455 |
| -23.74% | Oct 22, 2021 | 246 | Oct 14, 2022 | 264 | Nov 2, 2023 | 510 |
| -21.13% | May 24, 2013 | 685 | Feb 12, 2016 | 159 | Sep 29, 2016 | 844 |
| -19.64% | Mar 9, 2011 | 115 | Aug 22, 2011 | 241 | Aug 6, 2012 | 356 |
| -16.86% | Feb 13, 2025 | 36 | Apr 7, 2025 | Ongoing | Ongoing | Ongoing |
| -16.66% | Apr 6, 2004 | 286 | May 25, 2005 | 410 | Jan 11, 2007 | 696 |
| -14.06% | Oct 10, 2000 | 46 | Dec 14, 2000 | 29 | Jan 29, 2001 | 75 |
| -13.93% | Nov 19, 1999 | 101 | Apr 14, 2000 | 95 | Aug 30, 2000 | 196 |
| -13.09% | Apr 5, 2018 | 180 | Dec 20, 2018 | 137 | Jul 10, 2019 | 317 |
| -11.13% | Apr 13, 2010 | 17 | May 6, 2010 | 59 | Jul 30, 2010 | 76 |
| -9.09% | Feb 16, 2001 | 38 | Apr 12, 2001 | 31 | May 29, 2001 | 69 |
| -8.43% | Aug 14, 2003 | 29 | Sep 25, 2003 | 97 | Feb 13, 2004 | 126 |
| -6.51% | Jul 9, 2024 | 19 | Aug 5, 2024 | 67 | Nov 7, 2024 | 86 |
| -6.29% | Jun 5, 2003 | 8 | Jun 17, 2003 | 7 | Jun 26, 2003 | 15 |
| -5.25% | Mar 1, 2017 | 180 | Nov 14, 2017 | 81 | Mar 14, 2018 | 261 |
| -5.25% | Oct 8, 2012 | 25 | Nov 14, 2012 | 46 | Jan 23, 2013 | 71 |
| -5.14% | May 2, 2003 | 9 | May 15, 2003 | 11 | Jun 2, 2003 | 20 |
| -5.06% | Feb 7, 2024 | 12 | Feb 26, 2024 | 72 | Jun 7, 2024 | 84 |
| -4.71% | Feb 19, 2013 | 30 | Apr 3, 2013 | 27 | May 10, 2013 | 57 |
| -4.06% | Jul 10, 2019 | 35 | Aug 28, 2019 | 40 | Oct 24, 2019 | 75 |
| -3.91% | Feb 23, 2007 | 13 | Mar 14, 2007 | 38 | May 8, 2007 | 51 |
| -3.90% | Mar 2, 2010 | 13 | Mar 19, 2010 | 14 | Apr 9, 2010 | 27 |
| -3.85% | Sep 25, 2000 | 6 | Oct 3, 2000 | 5 | Oct 10, 2000 | 11 |