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Eaton Vance Global Macro Absolute Return Advantage...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

Inception Date
Dec 28, 2012
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Multi-Asset

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Eaton Vance Global Macro Absolute Return Advantage Fund Class A, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Eaton Vance Global Macro Absolute Return Advantage Fund Class A (EGRAX) has returned 3.57% so far this year and 18.76% over the past 12 months. Over the last ten years, EGRAX has returned 6.04% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Eaton Vance Global Macro Absolute Return Advantage Fund Class A

1D
-0.50%
1M
-2.86%
YTD
3.57%
6M
9.82%
1Y
18.76%
3Y*
12.78%
5Y*
8.27%
10Y*
6.04%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Sep 7, 2010, EGRAX's average daily return is +0.02%, while the average monthly return is +0.40%. At this rate, your investment would double in approximately 14.5 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +5.4%, while the worst month was Mar 2020 at -10.5%. The longest winning streak lasted 16 consecutive months, and the longest losing streak was 5 months.

On a daily basis, EGRAX closed higher 46% of trading days. The best single day was Feb 28, 2022 with a return of +1.2%, while the worst single day was Feb 24, 2022 at -2.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.27%2.26%-2.86%3.57%
20252.94%1.24%0.47%0.37%2.05%1.46%0.81%1.52%1.67%2.34%1.52%2.05%20.06%
20240.91%1.50%2.37%-0.58%1.94%-0.67%1.44%-0.57%0.76%-0.75%1.14%1.40%9.19%
20232.44%0.31%-0.41%0.10%1.76%2.13%0.10%0.20%-1.49%-0.20%0.91%2.04%8.10%
2022-0.79%-0.90%-1.91%1.75%-1.61%-2.77%-2.22%3.24%-1.88%1.06%2.53%1.42%-2.30%
20210.68%-0.10%-0.97%0.98%1.07%0.67%-0.19%0.77%-0.19%-0.48%-0.57%1.66%3.35%

Benchmark Metrics

Eaton Vance Global Macro Absolute Return Advantage Fund Class A has an annualized alpha of 4.23%, beta of 0.05, and R² of 0.04 versus S&P 500 Index. Calculated based on daily prices since September 08, 2010.

  • This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (20.32%) than losses (11.19%) — typical of diversified or defensive assets.
  • Beta of 0.05 may look defensive, but with R² of 0.04 this fund is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
  • R² of 0.04 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
4.23%
Beta
0.05
0.04
Upside Capture
20.32%
Downside Capture
11.19%

Expense Ratio

EGRAX has a high expense ratio of 2.22%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

EGRAX ranks 99 for risk / return — in the top 99% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


EGRAX Risk / Return Rank: 9999
Overall Rank
EGRAX Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
EGRAX Sortino Ratio Rank: 9999
Sortino Ratio Rank
EGRAX Omega Ratio Rank: 9999
Omega Ratio Rank
EGRAX Calmar Ratio Rank: 9999
Calmar Ratio Rank
EGRAX Martin Ratio Rank: 9898
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Eaton Vance Global Macro Absolute Return Advantage Fund Class A (EGRAX) and compare them to a chosen benchmark (S&P 500 Index).


EGRAXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

4.97

0.90

+4.08

Sortino ratio

Return per unit of downside risk

6.72

1.39

+5.33

Omega ratio

Gain probability vs. loss probability

2.31

1.21

+1.10

Calmar ratio

Return relative to maximum drawdown

6.07

1.40

+4.67

Martin ratio

Return relative to average drawdown

24.97

6.61

+18.37

Explore EGRAX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Eaton Vance Global Macro Absolute Return Advantage Fund Class A provided a 6.52% dividend yield over the last twelve months, with an annual payout of $0.78 per share. The fund has been increasing its distributions for 2 consecutive years.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%7.00%$0.00$0.20$0.40$0.60$0.8020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.78$0.78$0.60$0.31$0.43$0.46$0.57$0.42$0.00$0.29$0.15$0.62

Dividend yield

6.52%6.76%5.86%3.18%4.53%4.58%5.61%4.02%0.00%2.82%1.47%6.42%

Monthly Dividends

The table displays the monthly dividend distributions for Eaton Vance Global Macro Absolute Return Advantage Fund Class A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.78$0.78
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.60$0.60
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.31$0.31
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.43$0.43
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.46$0.46

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Eaton Vance Global Macro Absolute Return Advantage Fund Class A. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Eaton Vance Global Macro Absolute Return Advantage Fund Class A was 14.15%, occurring on Mar 25, 2020. Recovery took 112 trading sessions.

The current Eaton Vance Global Macro Absolute Return Advantage Fund Class A drawdown is 3.02%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-14.15%Feb 21, 202024Mar 25, 2020112Sep 2, 2020136
-10.44%Jan 29, 2018213Nov 29, 2018241Nov 14, 2019454
-10.31%Feb 11, 2022106Jul 15, 2022202May 4, 2023308
-6.34%May 15, 201387Sep 17, 2013255Sep 22, 2014342
-4.94%Apr 14, 2015118Sep 29, 2015141Apr 21, 2016259

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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