Performance analysis of EVTR (EATON VANCE TOTAL RETURN BOND ETF)
Annual Return
Since Mar 25, 2024, EVTR has had an average annual return of +5.18%, underperforming the benchmark SPY, which returned +18.33% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.04% | +8.10% | +4.07% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.35% | +1.41% | -2.03% | +0.49% | +0.36% | +0.26% | -0.85% | -0.04% | |||||
| 2025 | +0.68% | +2.05% | -0.05% | +0.42% | -0.47% | +1.68% | -0.04% | +1.24% | +1.06% | +0.59% | +0.75% | -0.07% | +8.10% |
| 2024 | +0.06% | -2.07% | +1.73% | +1.49% | +2.47% | +1.66% | +1.35% | -2.36% | +1.15% | -1.36% | +4.07% |
Drawdown analysis of EVTR (EATON VANCE TOTAL RETURN BOND ETF)
The maximum drawdown for the EVTR was -4.08%, occurring on Jan 13, 2025. Recovery took 56 trading sessions.
The current EVTR drawdown is -1.77%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -4.08% | Sep 17, 2024 | 80 | Jan 13, 2025 | 56 | Apr 3, 2025 | 136 |
| -2.87% | Feb 27, 2026 | 56 | May 19, 2026 | Ongoing | Ongoing | Ongoing |
| -2.77% | Mar 27, 2024 | 13 | Apr 16, 2024 | 21 | May 15, 2024 | 34 |
| -2.37% | Apr 3, 2025 | 5 | Apr 10, 2025 | 49 | Jun 23, 2025 | 54 |
| -1.25% | May 15, 2024 | 9 | May 29, 2024 | 4 | Jun 4, 2024 | 13 |
| -0.99% | Jun 30, 2025 | 10 | Jul 15, 2025 | 10 | Jul 29, 2025 | 20 |
| -0.90% | Oct 27, 2025 | 7 | Nov 5, 2025 | 15 | Nov 26, 2025 | 22 |
| -0.89% | Jun 14, 2024 | 10 | Jul 1, 2024 | 3 | Jul 5, 2024 | 13 |
| -0.87% | Aug 2, 2024 | 4 | Aug 8, 2024 | 8 | Aug 20, 2024 | 12 |
| -0.87% | Jun 6, 2024 | 2 | Jun 10, 2024 | 3 | Jun 13, 2024 | 5 |
| -0.78% | Jul 17, 2024 | 5 | Jul 24, 2024 | 4 | Jul 30, 2024 | 9 |
| -0.77% | Nov 26, 2025 | 8 | Dec 9, 2025 | 14 | Dec 30, 2025 | 22 |
| -0.74% | Sep 16, 2025 | 8 | Sep 26, 2025 | 11 | Oct 13, 2025 | 19 |
| -0.54% | Jan 14, 2026 | 3 | Jan 20, 2026 | 4 | Jan 26, 2026 | 7 |
| -0.45% | Aug 13, 2025 | 3 | Aug 18, 2025 | 4 | Aug 22, 2025 | 7 |
| -0.32% | Aug 28, 2025 | 2 | Sep 2, 2025 | 2 | Sep 4, 2025 | 4 |
| -0.28% | Dec 30, 2025 | 2 | Jan 2, 2026 | 1 | Jan 5, 2026 | 3 |
| -0.28% | Aug 5, 2025 | 3 | Aug 8, 2025 | 3 | Aug 13, 2025 | 6 |
| -0.27% | Jan 26, 2026 | 7 | Feb 4, 2026 | 1 | Feb 5, 2026 | 8 |
| -0.27% | Oct 21, 2025 | 2 | Oct 23, 2025 | 2 | Oct 27, 2025 | 4 |
| -0.26% | Aug 28, 2024 | 2 | Aug 30, 2024 | 2 | Sep 4, 2024 | 4 |
| -0.21% | Aug 21, 2024 | 1 | Aug 22, 2024 | 1 | Aug 23, 2024 | 2 |
| -0.17% | Jul 29, 2025 | 1 | Jul 30, 2025 | 2 | Aug 1, 2025 | 3 |
| -0.17% | Aug 22, 2025 | 1 | Aug 25, 2025 | 1 | Aug 26, 2025 | 2 |
| -0.15% | Oct 16, 2025 | 1 | Oct 17, 2025 | 2 | Oct 21, 2025 | 3 |