Performance analysis of EVG (Eaton Vance Short Duration Diversified Income Fund)
Annual Return
Over the past 3 years, EVG has had an average annual return of +11.79%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, EVG has had an average annual return of +4.89%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, EVG has had an average annual return of +5.93%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Feb 24, 2005, EVG has had an average annual return of +4.92%, underperforming the benchmark SPY, which returned +10.93% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.90% | +8.42% | +14.79% | +11.87% | -14.18% | +17.10% | -1.66% | +16.47% | -7.60% | +10.82% | +12.04% | +2.42% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| -0.42% | -5.69% | +13.23% | +1.81% | +12.68% | +48.30% | -20.30% | -1.56% | +15.41% | -11.81% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.42% | -0.24% | -1.24% | +1.24% | +2.19% | -0.50% | +0.03% | +2.90% | |||||
| 2025 | +3.16% | +0.66% | -1.21% | +0.51% | -0.89% | +2.92% | +1.03% | +2.57% | +1.02% | -0.12% | -0.75% | -0.68% | +8.42% |
| 2024 | +2.40% | +1.97% | -0.39% | -0.77% | +5.96% | -0.56% | +2.86% | +1.45% | +1.34% | +0.54% | +0.72% | -1.44% | +14.79% |
| 2023 | +5.89% | +0.11% | -0.74% | -4.54% | -2.18% | +2.88% | +3.13% | +0.87% | +3.94% | -3.32% | +2.05% | +3.74% | +11.87% |
| 2022 | -2.26% | -8.05% | +0.28% | -4.17% | -2.55% | +2.37% | +3.38% | +1.82% | -11.19% | +9.47% | +2.40% | -4.94% | -14.18% |
| 2021 | +6.19% | +0.80% | +1.19% | +1.64% | -0.86% | +2.10% | +0.93% | +3.56% | -1.46% | +2.34% | -2.52% | +2.29% | +17.10% |
| 2020 | +0.37% | -5.17% | -13.81% | +4.27% | -0.29% | +1.92% | +0.32% | +1.99% | +0.56% | +4.15% | +5.70% | -0.12% | -1.66% |
| 2019 | +2.77% | +2.32% | +0.58% | +0.66% | +1.89% | +3.46% | -1.36% | -0.64% | -0.27% | +2.11% | +1.03% | +2.92% | +16.47% |
| 2018 | -3.45% | -0.10% | +0.20% | -0.09% | -2.18% | -0.80% | -0.12% | -0.51% | +1.29% | -1.12% | +0.75% | -1.68% | -7.60% |
| 2017 | +1.23% | +0.94% | +1.64% | +1.41% | -0.80% | +0.54% | +1.84% | +1.95% | -0.79% | +0.15% | -3.10% | +5.54% | +10.82% |
Drawdown analysis of EVG (Eaton Vance Short Duration Diversified Income Fund)
The maximum drawdown for the EVG was -40.63%, occurring on Oct 10, 2008. Recovery took 233 trading sessions.
The current EVG drawdown is -0.92%.
Since Feb 24, 2005 EVG has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.63% | May 29, 2007 | 347 | Oct 10, 2008 | 233 | Sep 15, 2009 | 580 |
| -32.75% | Feb 20, 2020 | 19 | Mar 18, 2020 | 206 | Jan 11, 2021 | 225 |
| -23.35% | Jan 14, 2022 | 105 | Jun 16, 2022 | 484 | May 21, 2024 | 589 |
| -16.28% | Mar 7, 2005 | 176 | Nov 14, 2005 | 234 | Oct 19, 2006 | 410 |
| -12.67% | Jan 25, 2013 | 155 | Sep 6, 2013 | 755 | Sep 6, 2016 | 910 |
| -10.54% | Jul 14, 2011 | 57 | Oct 4, 2011 | 94 | Feb 17, 2012 | 151 |
| -10.38% | Dec 29, 2017 | 245 | Dec 20, 2018 | 100 | May 16, 2019 | 345 |
| -8.24% | Mar 3, 2025 | 25 | Apr 7, 2025 | 56 | Jun 27, 2025 | 81 |
| -7.63% | Oct 5, 2012 | 27 | Nov 15, 2012 | 39 | Jan 14, 2013 | 66 |
| -7.04% | May 3, 2010 | 3 | May 6, 2010 | 82 | Sep 1, 2010 | 85 |
| -6.77% | Sep 13, 2021 | 58 | Dec 3, 2021 | 29 | Jan 14, 2022 | 87 |
| -6.29% | Nov 5, 2010 | 25 | Dec 13, 2010 | 113 | May 25, 2011 | 138 |
| -5.03% | Feb 17, 2026 | 28 | Mar 27, 2026 | 27 | May 6, 2026 | 55 |
| -4.61% | Sep 7, 2016 | 48 | Nov 14, 2016 | 18 | Dec 9, 2016 | 66 |
| -4.48% | Mar 27, 2012 | 36 | May 17, 2012 | 40 | Jul 16, 2012 | 76 |
| -4.21% | Sep 30, 2009 | 24 | Nov 3, 2009 | 30 | Dec 16, 2009 | 54 |
| -4.17% | Dec 13, 2024 | 18 | Jan 13, 2025 | 13 | Jan 31, 2025 | 31 |
| -4.08% | Jul 3, 2019 | 30 | Aug 15, 2019 | 60 | Nov 8, 2019 | 90 |
| -3.91% | Sep 20, 2017 | 50 | Nov 30, 2017 | 16 | Dec 22, 2017 | 66 |
| -3.25% | May 6, 2026 | 9 | May 19, 2026 | 37 | Jul 14, 2026 | 46 |
| -3.08% | Nov 1, 2024 | 11 | Nov 18, 2024 | 11 | Dec 4, 2024 | 22 |
| -2.93% | Sep 10, 2025 | 69 | Dec 17, 2025 | 34 | Feb 6, 2026 | 103 |
| -2.88% | Feb 2, 2010 | 3 | Feb 5, 2010 | 7 | Feb 17, 2010 | 10 |
| -2.81% | Oct 27, 2006 | 8 | Nov 8, 2006 | 11 | Nov 24, 2006 | 19 |
| -2.32% | May 6, 2021 | 4 | May 12, 2021 | 14 | Jun 2, 2021 | 18 |