EARRX vs. RCTIX
Compare and contrast key facts about Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX) and River Canyon Total Return Bond Fund (RCTIX).
EARRX is managed by Eaton Vance. It was launched on Mar 31, 2010. RCTIX is managed by River Canyon. It was launched on Dec 30, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EARRX or RCTIX.
Correlation
The correlation between EARRX and RCTIX is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
EARRX vs. RCTIX - Performance Comparison
Key characteristics
EARRX:
2.91
RCTIX:
2.63
EARRX:
4.62
RCTIX:
3.80
EARRX:
1.71
RCTIX:
1.55
EARRX:
8.31
RCTIX:
4.82
EARRX:
26.64
RCTIX:
14.48
EARRX:
0.19%
RCTIX:
0.47%
EARRX:
1.73%
RCTIX:
2.57%
EARRX:
-10.28%
RCTIX:
-10.89%
EARRX:
-0.50%
RCTIX:
-1.21%
Returns By Period
In the year-to-date period, EARRX achieves a 5.15% return, which is significantly lower than RCTIX's 6.47% return.
EARRX
5.15%
-0.20%
2.44%
5.15%
4.07%
3.16%
RCTIX
6.47%
-0.49%
2.66%
6.66%
4.13%
N/A
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EARRX vs. RCTIX - Expense Ratio Comparison
EARRX has a 0.85% expense ratio, which is lower than RCTIX's 0.89% expense ratio.
Risk-Adjusted Performance
EARRX vs. RCTIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX) and River Canyon Total Return Bond Fund (RCTIX). 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.
Dividends
EARRX vs. RCTIX - Dividend Comparison
EARRX's dividend yield for the trailing twelve months is around 4.39%, less than RCTIX's 7.04% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Eaton Vance Short Duration Inflation-Protected Income Fund Class A | 4.39% | 4.25% | 4.82% | 3.32% | 2.03% | 2.46% | 2.67% | 1.89% | 2.00% | 1.73% | 2.06% | 1.30% |
River Canyon Total Return Bond Fund | 7.04% | 8.51% | 6.00% | 3.02% | 3.79% | 2.70% | 3.30% | 4.89% | 2.32% | 5.74% | 0.00% | 0.00% |
Drawdowns
EARRX vs. RCTIX - Drawdown Comparison
The maximum EARRX drawdown since its inception was -10.28%, smaller than the maximum RCTIX drawdown of -10.89%. Use the drawdown chart below to compare losses from any high point for EARRX and RCTIX. For additional features, visit the drawdowns tool.
Volatility
EARRX vs. RCTIX - Volatility Comparison
The current volatility for Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX) is 0.41%, while River Canyon Total Return Bond Fund (RCTIX) has a volatility of 1.11%. This indicates that EARRX experiences smaller price fluctuations and is considered to be less risky than RCTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.