- Issuer
- Eaton Vance
- Inception Date
- Mar 31, 1992
- Category
- Short-Term Bond
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Bond
- Assets Under Management
- $1B
Highlights
- Avg. Volume (1M)
- 122K
- Avg. Volume Value (1M)
- $6.21M
Share Price Chart
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Performance
EVSD Performance Chart
Eaton Vance Short Duration Income ETF (EVSD) is up 1.1% since the beginning of the year. EVSD is currently trading at $51 per share.
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Returns By Period
Eaton Vance Short Duration Income ETF (EVSD) has returned 1.08% so far this year and 3.56% over the past 12 months.
Eaton Vance Short Duration Income ETF
- 1D
- -0.04%
- 1M
- -0.05%
- 6M
- 0.67%
- YTD
- 1.08%
- 1Y
- 3.56%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 5.55%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
EVSD Monthly Returns History
Based on dividend-adjusted daily data since Jun 17, 2024, EVSD's average daily return is +0.02%, while the average monthly return is +0.44%. At this rate, an investment would double in approximately 13.2 years.
Historically, 88% of months were positive and 12% were negative. The best month was Jul 2024 with a return of +1.4%, while the worst month was Mar 2026 at -0.8%. The longest winning streak lasted 16 consecutive months, and the longest losing streak was 1 months.
On a daily basis, EVSD closed higher 53% of trading days. The best single day was Aug 2, 2024 with a return of +0.5%, while the worst single day was Apr 10, 2025 at -0.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.41% | 0.53% | -0.83% | 0.42% | 0.36% | 0.18% | 0.01% | 1.08% | |||||
| 2025 | 0.56% | 0.94% | 0.26% | 0.65% | 0.26% | 0.94% | 0.14% | 1.06% | 0.49% | 0.33% | 0.56% | 0.41% | 6.80% |
| 2024 | -0.13% | 1.40% | 1.06% | 1.14% | -0.60% | 0.60% | 0.33% | 3.86% |
Benchmark Metrics
Eaton Vance Short Duration Income ETF has an annualized alpha of 5.35%, beta of 0.01, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since June 17, 2024.
- This ETF captured 15.92% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -11.13%) - a profile typical of hedging or uncorrelated assets.
- Beta of 0.01 may look defensive, but with R2 of 0.01 this ETF 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 ETF's risk.
- R2 of 0.01 means this ETF 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
- 5.35%
- Beta
- 0.01
- R²
- 0.01
- Upside Capture
- 15.92%
- Downside Capture
- -11.13%
Expense Ratio
EVSD has an expense ratio of 0.24%, which is considered low.
Return for Risk
Risk / Return Rank
EVSD ranks 91 for risk / return — above 91% of ETFs peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Eaton Vance Short Duration Income ETF (EVSD) 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.
| EVSD | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.12 | ||
| Sortino ratioReturn per unit of downside risk | +1.90 | ||
| Omega ratioGain probability vs. loss probability | 1.51 | 1.25 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 3.19 | 2.00 | +1.18 |
| Martin ratioReturn relative to average drawdown | 13.00 | 8.49 | +4.51 |
Dividends
Dividend History
Eaton Vance Short Duration Income ETF provided a 4.63% dividend yield over the last twelve months, with an annual payout of $2.35 per share.
| Period | TTM | 2025 | 2024 |
|---|---|---|---|
| Dividend | $2.35 | $2.39 | $1.47 |
Dividend yield | 4.63% | 4.64% | 2.91% |
Monthly Dividends
The table displays the monthly dividend distributions for Eaton Vance Short Duration Income ETF. 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 | $0.20 | $0.18 | $0.18 | $0.19 | $0.19 | $0.19 | $0.20 | $1.33 | |||||
| 2025 | $0.20 | $0.19 | $0.20 | $0.18 | $0.20 | $0.19 | $0.21 | $0.20 | $0.18 | $0.20 | $0.20 | $0.23 | $2.39 |
| 2024 | $0.18 | $0.24 | $0.21 | $0.21 | $0.21 | $0.20 | $0.21 | $1.47 |
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 Short Duration Income ETF. 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 Short Duration Income ETF was 1.26%, occurring on Mar 26, 2026. Recovery took 55 trading sessions.
The current Eaton Vance Short Duration Income ETF drawdown is 0.12%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-1.26%Mar 2026 | 24d | 2mo 21d | 3mo 15dMar 2026 - Jun 2026 | — |
-1.07%Apr 2025 | 7d | 17d | 24dApr 2025 - Apr 2025 | 2025 selloff2025 |
-0.86%Nov 2024 | 1mo | 1mo 4d | 2mo 4dOct 2024 - Dec 2024 | — |
-0.51%Dec 2024 | 9d | 20d | 29dDec 2024 - Jan 2025 | — |
-0.49%May 2025 | 13d | 15d | 28dMay 2025 - May 2025 | 2025 selloff2025 |
Drawdown Indicators
| EVSD | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.26% | -56.78% | +55.52% |
Max Drawdown (1Y)Largest decline over 1 year | -1.26% | -9.10% | +7.84% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.12% | -1.58% | +1.46% |
Average DrawdownAverage peak-to-trough decline | -0.19% | -10.70% | +10.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.31% | 2.14% | -1.83% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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