- ISIN
- US2779071016
- CUSIP
- 277907101
- Issuer
- Eaton Vance
- Inception Date
- Jun 15, 1972
- Category
- High Yield Bonds
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Bond
Share Price Chart
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Performance
EVIBX Performance Chart
Eaton Vance Income Fund of Boston (EVIBX) is up 1.0% since the beginning of the year. EVIBX is currently trading at $5 per share. Investors who bought $1,000 worth of EVIBX shares 5 years ago would now be looking at an investment worth $1,217.
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Returns By Period
Eaton Vance Income Fund of Boston (EVIBX) has returned 1.02% so far this year and 6.03% over the past 12 months. Over the last ten years, EVIBX has returned 5.00% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Eaton Vance Income Fund of Boston
- 1D
- 0.00%
- 1M
- 0.90%
- YTD
- 1.02%
- 6M
- 1.73%
- 1Y
- 6.03%
- 3Y*
- 7.21%
- 5Y*
- 4.00%
- 10Y*
- 5.00%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
EVIBX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 1980, EVIBX's average daily return is +0.02%, while the average monthly return is +0.51%. At this rate, an investment would double in approximately 11.4 years.
Historically, 67% of months were positive and 33% were negative. The best month was Apr 2009 with a return of +12.0%, while the worst month was Oct 2008 at -17.3%. The longest winning streak lasted 20 consecutive months, and the longest losing streak was 7 months.
On a daily basis, EVIBX closed higher 36% of trading days. The best single day was Mar 26, 2020 with a return of +3.5%, while the worst single day was Dec 23, 1987 at -7.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.32% | 0.12% | -1.02% | 1.30% | 0.13% | 0.19% | 1.02% | ||||||
| 2025 | 1.07% | 0.48% | -0.82% | 0.49% | 1.47% | 1.66% | 0.30% | 1.07% | 0.69% | 0.32% | 0.51% | 0.70% | 8.21% |
| 2024 | 0.27% | 0.08% | 0.78% | -0.87% | 1.29% | 0.90% | 1.46% | 1.47% | 0.87% | -0.45% | 1.07% | -0.45% | 6.57% |
| 2023 | 3.97% | -1.56% | 1.49% | 0.64% | -1.12% | 1.51% | 1.27% | -0.20% | -1.09% | -1.83% | 4.04% | 3.30% | 10.67% |
| 2022 | -2.62% | 0.39% | -0.86% | -2.94% | 0.07% | -6.15% | 5.68% | -2.10% | -3.59% | 2.39% | 2.54% | -0.74% | -8.16% |
| 2021 | 0.13% | 0.44% | 0.24% | 0.96% | 0.41% | 1.49% | 0.23% | 0.41% | 0.05% | 0.06% | -0.84% | 1.87% | 5.57% |
Benchmark Metrics
Eaton Vance Income Fund of Boston has an annualized alpha of 4.90%, beta of 0.10, and R2 of 0.10 versus S&P 500 Index. Calculated based on daily prices since January 02, 1980.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (35.16%) than losses (31.11%) - typical of diversified or defensive assets.
- Beta of 0.10 may look defensive, but with R2 of 0.10 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 0.10 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
- 4.90%
- Beta
- 0.10
- R²
- 0.10
- Upside Capture
- 35.16%
- Downside Capture
- 31.11%
Expense Ratio
EVIBX has a high expense ratio of 1.00%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
EVIBX ranks 66 for risk / return — better than 66% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Eaton Vance Income Fund of Boston (EVIBX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EVIBX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | +0.57 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.37 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.66 | 2.78 | -0.12 |
| Martin ratioReturn relative to average drawdown | 13.52 | 12.44 | +1.08 |
Dividends
Dividend History
Eaton Vance Income Fund of Boston provided a 6.08% dividend yield over the last twelve months, with an annual payout of $0.32 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.32 | $0.31 | $0.28 | $0.24 | $0.28 | $0.28 | $0.32 | $0.32 | $0.32 | $0.32 | $0.34 | $0.35 |
Dividend yield | 6.08% | 5.91% | 5.36% | 4.59% | 5.65% | 5.04% | 5.69% | 5.62% | 6.01% | 5.53% | 5.85% | 6.54% |
Monthly Dividends
The table displays the monthly dividend distributions for Eaton Vance Income Fund of Boston. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.00 | $0.13 | ||||||
| 2025 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.31 |
| 2024 | $0.02 | $0.02 | $0.00 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.28 |
| 2023 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.00 | $0.03 | $0.00 | $0.03 | $0.03 | $0.24 |
| 2022 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.28 |
| 2021 | $0.03 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.28 |
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 Income Fund of Boston. 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 Income Fund of Boston was 36.79%, occurring on Dec 16, 2008. Recovery took 205 trading sessions.
The current Eaton Vance Income Fund of Boston drawdown is 0.19%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -36.79%Dec 2008 | 1y 6mo | 9mo 27d | 2y 4moJun 2007 - Oct 2009 |
1991 bear market1991 | -33.37%Jan 1991 | 3y 10mo | 12mo 4d | 4y 10moMar 1987 - Jan 1992 |
COVID crash2020 | -21.06%Mar 2020 | 1mo 1d | 7mo 16d | 8mo 17dFeb 2020 - Nov 2020 |
Dot-com crash2000–2002 | -18.49%Oct 2002 | 2y 7mo | 7mo 16d | 3y 2moMar 2000 - Jun 2003 |
1981 correction1981 | -17.45%Sep 1981 | 1y 3mo | 1y 1mo | 2y 4moJun 1980 - Nov 1982 |
Drawdown Indicators
| EVIBX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.79% | -56.78% | +19.99% |
Max Drawdown (1Y)Largest decline over 1 year | -2.35% | -9.10% | +6.75% |
Max Drawdown (3Y)Largest decline over 3 years | -3.70% | -18.90% | +15.20% |
Max Drawdown (5Y)Largest decline over 5 years | -12.67% | -25.43% | +12.76% |
Max Drawdown (10Y)Largest decline over 10 years | -21.06% | -33.92% | +12.86% |
Current DrawdownCurrent decline from peak | -0.19% | -1.80% | +1.61% |
Average DrawdownAverage peak-to-trough decline | -4.54% | -10.71% | +6.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.46% | 2.03% | -1.57% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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