EARRX vs. VAIPX
Compare and contrast key facts about Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX) and Vanguard Inflation-Protected Securities Fund Admiral Shares (VAIPX).
EARRX is managed by Eaton Vance. It was launched on Mar 31, 2010. VAIPX is managed by Vanguard. It was launched on Jun 10, 2005.
Performance
EARRX vs. VAIPX - Performance Comparison
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EARRX vs. VAIPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EARRX Eaton Vance Short Duration Inflation-Protected Income Fund Class A | 0.38% | 5.46% | 5.39% | 5.95% | -3.22% | 7.50% | 5.05% | 5.29% | -0.49% | 1.81% |
VAIPX Vanguard Inflation-Protected Securities Fund Admiral Shares | 0.35% | 6.87% | 1.85% | 3.83% | -11.92% | 5.69% | 10.96% | 8.16% | -1.39% | 2.91% |
Returns By Period
In the year-to-date period, EARRX achieves a 0.38% return, which is significantly higher than VAIPX's 0.35% return. Over the past 10 years, EARRX has outperformed VAIPX with an annualized return of 3.61%, while VAIPX has yielded a comparatively lower 2.55% annualized return.
EARRX
- 1D
- 0.10%
- 1M
- -0.01%
- YTD
- 0.38%
- 6M
- 0.33%
- 1Y
- 3.08%
- 3Y*
- 4.84%
- 5Y*
- 3.78%
- 10Y*
- 3.61%
VAIPX
- 1D
- 0.04%
- 1M
- -1.07%
- YTD
- 0.35%
- 6M
- 0.23%
- 1Y
- 2.90%
- 3Y*
- 3.09%
- 5Y*
- 1.33%
- 10Y*
- 2.55%
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EARRX vs. VAIPX - Expense Ratio Comparison
EARRX has a 0.85% expense ratio, which is higher than VAIPX's 0.10% expense ratio.
Return for Risk
EARRX vs. VAIPX — Risk / Return Rank
EARRX
VAIPX
EARRX vs. VAIPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX) and Vanguard Inflation-Protected Securities Fund Admiral Shares (VAIPX). 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.
| EARRX | VAIPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.66 | 0.74 | +0.92 |
Sortino ratioReturn per unit of downside risk | 2.37 | 1.03 | +1.34 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.13 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 2.61 | 1.20 | +1.40 |
Martin ratioReturn relative to average drawdown | 11.45 | 3.63 | +7.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EARRX | VAIPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 0.74 | +0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.37 | 0.22 | +1.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.33 | 0.48 | +0.85 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.51 | +0.54 |
Correlation
The correlation between EARRX and VAIPX is 0.60, 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
EARRX vs. VAIPX - Dividend Comparison
EARRX's dividend yield for the trailing twelve months is around 3.87%, less than VAIPX's 4.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EARRX Eaton Vance Short Duration Inflation-Protected Income Fund Class A | 3.87% | 4.36% | 3.83% | 4.24% | 4.82% | 3.32% | 2.02% | 2.46% | 2.67% | 1.90% | 2.00% | 1.73% |
VAIPX Vanguard Inflation-Protected Securities Fund Admiral Shares | 4.46% | 4.74% | 4.17% | 4.31% | 8.45% | 5.13% | 1.38% | 2.29% | 3.12% | 2.41% | 3.49% | 0.88% |
Drawdowns
EARRX vs. VAIPX - Drawdown Comparison
The maximum EARRX drawdown since its inception was -10.27%, smaller than the maximum VAIPX drawdown of -15.04%. Use the drawdown chart below to compare losses from any high point for EARRX and VAIPX.
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Drawdown Indicators
| EARRX | VAIPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.27% | -15.04% | +4.77% |
Max Drawdown (1Y)Largest decline over 1 year | -1.18% | -2.85% | +1.67% |
Max Drawdown (5Y)Largest decline over 5 years | -6.39% | -14.40% | +8.01% |
Max Drawdown (10Y)Largest decline over 10 years | -10.27% | -14.40% | +4.13% |
Current DrawdownCurrent decline from peak | -0.41% | -1.37% | +0.96% |
Average DrawdownAverage peak-to-trough decline | -1.09% | -3.84% | +2.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.27% | 0.94% | -0.67% |
Volatility
EARRX vs. VAIPX - Volatility Comparison
The current volatility for Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX) is 0.59%, while Vanguard Inflation-Protected Securities Fund Admiral Shares (VAIPX) has a volatility of 1.40%. This indicates that EARRX experiences smaller price fluctuations and is considered to be less risky than VAIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EARRX | VAIPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.59% | 1.40% | -0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 1.06% | 2.28% | -1.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.87% | 4.10% | -2.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.78% | 6.00% | -3.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.71% | 5.34% | -2.63% |