BWDTX vs. ETSIX
Compare and contrast key facts about Boyd Watterson Limited Duration Enhanced Income Fund (BWDTX) and Eaton Vance Strategic Income Fund Class I (ETSIX).
BWDTX is managed by Boyd Watterson. It was launched on Jul 28, 2016. ETSIX is an actively managed fund by Eaton Vance. It was launched on Jan 23, 1998.
Performance
BWDTX vs. ETSIX - Performance Comparison
Loading graphics...
BWDTX vs. ETSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BWDTX Boyd Watterson Limited Duration Enhanced Income Fund | 0.05% | 7.14% | 4.92% | 9.80% | -3.16% | 2.32% | 4.66% | 7.94% | -0.51% | 4.08% |
ETSIX Eaton Vance Strategic Income Fund Class I | 0.45% | 10.88% | 6.38% | 8.24% | -2.55% | 1.33% | 7.52% | 6.58% | -2.68% | 4.90% |
Returns By Period
In the year-to-date period, BWDTX achieves a 0.05% return, which is significantly lower than ETSIX's 0.45% return.
BWDTX
- 1D
- 0.15%
- 1M
- -0.85%
- YTD
- 0.05%
- 6M
- 1.65%
- 1Y
- 5.72%
- 3Y*
- 6.45%
- 5Y*
- 4.05%
- 10Y*
- —
ETSIX
- 1D
- 0.13%
- 1M
- -2.30%
- YTD
- 0.45%
- 6M
- 3.28%
- 1Y
- 9.09%
- 3Y*
- 7.80%
- 5Y*
- 4.68%
- 10Y*
- 4.65%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BWDTX vs. ETSIX - Expense Ratio Comparison
BWDTX has a 0.40% expense ratio, which is lower than ETSIX's 1.46% expense ratio.
Return for Risk
BWDTX vs. ETSIX — Risk / Return Rank
BWDTX
ETSIX
BWDTX vs. ETSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boyd Watterson Limited Duration Enhanced Income Fund (BWDTX) and Eaton Vance Strategic Income Fund Class I (ETSIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BWDTX | ETSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.31 | 3.05 | -0.74 |
Sortino ratioReturn per unit of downside risk | 2.78 | 4.31 | -1.53 |
Omega ratioGain probability vs. loss probability | 1.70 | 1.68 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.58 | 3.61 | -1.03 |
Martin ratioReturn relative to average drawdown | 10.82 | 14.55 | -3.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BWDTX | ETSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.31 | 3.05 | -0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.86 | 1.49 | +0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.48 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.76 | 1.33 | +0.42 |
Correlation
The correlation between BWDTX and ETSIX is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BWDTX vs. ETSIX - Dividend Comparison
BWDTX's dividend yield for the trailing twelve months is around 5.74%, less than ETSIX's 7.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BWDTX Boyd Watterson Limited Duration Enhanced Income Fund | 5.74% | 5.70% | 4.13% | 5.51% | 3.80% | 3.20% | 3.18% | 3.47% | 4.18% | 2.90% | 1.35% | 0.00% |
ETSIX Eaton Vance Strategic Income Fund Class I | 7.11% | 5.65% | 6.97% | 6.93% | 5.56% | 4.31% | 4.19% | 4.29% | 3.98% | 3.70% | 3.94% | 4.32% |
Drawdowns
BWDTX vs. ETSIX - Drawdown Comparison
The maximum BWDTX drawdown since its inception was -10.06%, smaller than the maximum ETSIX drawdown of -12.63%. Use the drawdown chart below to compare losses from any high point for BWDTX and ETSIX.
Loading graphics...
Drawdown Indicators
| BWDTX | ETSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.06% | -12.63% | +2.57% |
Max Drawdown (1Y)Largest decline over 1 year | -1.22% | -2.43% | +1.21% |
Max Drawdown (5Y)Largest decline over 5 years | -6.35% | -6.34% | -0.01% |
Max Drawdown (10Y)Largest decline over 10 years | — | -12.28% | — |
Current DrawdownCurrent decline from peak | -0.85% | -2.30% | +1.45% |
Average DrawdownAverage peak-to-trough decline | -0.69% | -1.44% | +0.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.53% | 0.60% | -0.07% |
Volatility
BWDTX vs. ETSIX - Volatility Comparison
The current volatility for Boyd Watterson Limited Duration Enhanced Income Fund (BWDTX) is 0.59%, while Eaton Vance Strategic Income Fund Class I (ETSIX) has a volatility of 1.24%. This indicates that BWDTX experiences smaller price fluctuations and is considered to be less risky than ETSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BWDTX | ETSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.59% | 1.24% | -0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 0.88% | 1.91% | -1.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.93% | 3.00% | -1.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.19% | 3.16% | -0.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.21% | 3.15% | -0.94% |