Performance analysis of EVV (Eaton Vance Ltd Duration Income Fund)
Annual Return
Over the past 3 years, EVV has had an average annual return of +10.06%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, EVV has had an average annual return of +3.08%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, EVV has had an average annual return of +5.48%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Jun 11, 2003, EVV has had an average annual return of +5.62%, underperforming the benchmark SPY, which returned +11.20% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.89% | +10.72% | +12.23% | +13.31% | -19.84% | +14.67% | +4.66% | +18.89% | -5.53% | +6.79% | +17.44% | -1.18% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +0.08% | -0.85% | +18.09% | +2.28% | +17.51% | +68.84% | -26.61% | -8.87% | +21.37% | -6.96% | +11.14% | -3.75% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.33% | +0.63% | -3.42% | +0.74% | +0.02% | -1.17% | -2.89% | ||||||
| 2025 | +5.28% | +1.11% | -1.91% | -0.14% | +1.75% | +3.44% | -0.85% | +2.92% | -0.94% | +0.04% | +1.43% | -1.64% | +10.72% |
| 2024 | +2.19% | +2.59% | -0.52% | -2.89% | +5.32% | +0.08% | +2.25% | +4.38% | +3.54% | -2.38% | +0.67% | -3.19% | +12.23% |
| 2023 | +10.57% | +0.08% | -2.37% | -4.30% | -2.38% | +4.30% | +2.34% | -1.82% | -1.44% | -3.15% | +7.35% | +4.54% | +13.31% |
| 2022 | -5.47% | -3.84% | +0.69% | -5.44% | -2.34% | -1.71% | +6.83% | -2.15% | -12.28% | +3.73% | +11.20% | -8.79% | -19.84% |
| 2021 | +0.57% | +1.04% | +1.59% | +2.31% | +1.66% | +3.34% | +0.60% | +1.44% | -0.39% | +0.91% | -0.24% | +1% | +14.67% |
| 2020 | +0.91% | -4.64% | -15.10% | +3.87% | +4.64% | +0.77% | +3.95% | +1.99% | -2.84% | +4.33% | +5.22% | +3.45% | +4.66% |
| 2019 | +2.77% | +4.65% | -0.26% | +1.25% | -0.79% | +1.20% | +0.15% | -0.08% | +0.40% | +2.97% | +1.81% | +3.50% | +18.89% |
| 2018 | -1.03% | -1.49% | +0.23% | +0.46% | -1.41% | -0.81% | +0.62% | +1.57% | +0.21% | -2.63% | -0.20% | -1.11% | -5.53% |
| 2017 | +3.49% | +1.18% | -1.92% | +2.69% | -0.92% | +1.96% | +1.21% | -1.20% | +1.23% | +0.07% | -3.30% | +2.33% | +6.79% |
Drawdown analysis of EVV (Eaton Vance Ltd Duration Income Fund)
The maximum drawdown for the EVV was -51.34%, occurring on Oct 10, 2008. Recovery took 243 trading sessions.
The current EVV drawdown is -4.69%.
Since Jun 11, 2003 EVV has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.34% | May 29, 2007 | 347 | Oct 10, 2008 | 243 | Sep 29, 2009 | 590 |
| -40.40% | Feb 20, 2020 | 19 | Mar 18, 2020 | 199 | Dec 30, 2020 | 218 |
| -25.86% | Dec 30, 2021 | 199 | Oct 14, 2022 | 456 | Aug 9, 2024 | 655 |
| -16.39% | May 21, 2013 | 687 | Feb 11, 2016 | 106 | Jul 14, 2016 | 793 |
| -14.09% | Jul 15, 2011 | 56 | Oct 4, 2011 | 79 | Jan 27, 2012 | 135 |
| -11.99% | Mar 8, 2005 | 201 | Dec 21, 2005 | 121 | Jun 16, 2006 | 322 |
| -11.95% | Oct 13, 2017 | 298 | Dec 20, 2018 | 49 | Mar 5, 2019 | 347 |
| -10.01% | Jun 11, 2003 | 52 | Aug 25, 2003 | 100 | Jan 16, 2004 | 152 |
| -9.86% | May 3, 2010 | 13 | May 20, 2010 | 51 | Aug 3, 2010 | 64 |
| -9.79% | Apr 1, 2004 | 18 | Apr 28, 2004 | 80 | Aug 23, 2004 | 98 |
| -9.53% | Feb 26, 2025 | 28 | Apr 7, 2025 | 45 | Jun 11, 2025 | 73 |
| -8.64% | Feb 13, 2026 | 29 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -8.48% | Nov 7, 2012 | 6 | Nov 15, 2012 | 38 | Jan 11, 2013 | 44 |
| -7.57% | Nov 8, 2010 | 24 | Dec 13, 2010 | 94 | Apr 28, 2011 | 118 |
| -6.10% | Aug 30, 2016 | 53 | Nov 14, 2016 | 15 | Dec 6, 2016 | 68 |
| -5.40% | Sep 29, 2009 | 23 | Oct 30, 2009 | 15 | Nov 20, 2009 | 38 |
| -5.10% | Dec 10, 2024 | 14 | Dec 31, 2024 | 22 | Feb 4, 2025 | 36 |
| -4.69% | Feb 24, 2010 | 2 | Feb 26, 2010 | 23 | Mar 31, 2010 | 25 |
| -4.25% | Nov 4, 2004 | 3 | Nov 9, 2004 | 39 | Jan 5, 2005 | 42 |
| -4.16% | Feb 3, 2010 | 3 | Feb 8, 2010 | 5 | Feb 16, 2010 | 8 |
| -3.56% | Sep 8, 2025 | 29 | Oct 17, 2025 | 81 | Feb 13, 2026 | 110 |
| -3.48% | May 11, 2012 | 5 | May 18, 2012 | 22 | Jun 20, 2012 | 27 |
| -3.23% | Sep 30, 2024 | 36 | Nov 19, 2024 | 10 | Dec 4, 2024 | 46 |
| -3.11% | Mar 3, 2017 | 7 | Mar 14, 2017 | 30 | Apr 26, 2017 | 37 |
| -2.98% | Mar 2, 2012 | 2 | Mar 6, 2012 | 5 | Mar 13, 2012 | 7 |