EARRX vs. WIW
Compare and contrast key facts about Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX) and Western Asset Inflation-Linked Opportunities & Income Fund (WIW).
EARRX is managed by Eaton Vance. It was launched on Mar 31, 2010.
Performance
EARRX vs. WIW - Performance Comparison
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EARRX vs. WIW - 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 | 0.28% | 5.46% | 5.39% | 5.95% | -3.22% | 7.50% | 5.05% | 5.29% | -0.49% | 1.81% |
WIW Western Asset Inflation-Linked Opportunities & Income Fund | 0.67% | 13.17% | 3.83% | 5.10% | -25.30% | 17.66% | 11.46% | 18.27% | -7.57% | 6.46% |
Returns By Period
In the year-to-date period, EARRX achieves a 0.28% return, which is significantly lower than WIW's 0.67% return. Over the past 10 years, EARRX has underperformed WIW with an annualized return of 3.60%, while WIW has yielded a comparatively higher 3.93% annualized return.
EARRX
- 1D
- 0.18%
- 1M
- -0.21%
- YTD
- 0.28%
- 6M
- 0.32%
- 1Y
- 2.98%
- 3Y*
- 4.81%
- 5Y*
- 3.78%
- 10Y*
- 3.60%
WIW
- 1D
- 1.20%
- 1M
- -2.15%
- YTD
- 0.67%
- 6M
- -0.63%
- 1Y
- 4.94%
- 3Y*
- 6.53%
- 5Y*
- 1.95%
- 10Y*
- 3.93%
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EARRX vs. WIW - Expense Ratio Comparison
Return for Risk
EARRX vs. WIW — Risk / Return Rank
EARRX
WIW
EARRX vs. WIW - 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 Western Asset Inflation-Linked Opportunities & Income Fund (WIW). 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 | WIW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.60 | 0.61 | +0.99 |
Sortino ratioReturn per unit of downside risk | 2.29 | 0.87 | +1.41 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.12 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 2.76 | 1.25 | +1.52 |
Martin ratioReturn relative to average drawdown | 12.19 | 3.49 | +8.70 |
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 | WIW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.60 | 0.61 | +0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.37 | 0.19 | +1.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.33 | 0.39 | +0.94 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.04 | 0.32 | +0.73 |
Correlation
The correlation between EARRX and WIW is 0.36, 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.
Dividends
EARRX vs. WIW - Dividend Comparison
EARRX's dividend yield for the trailing twelve months is around 3.87%, less than WIW's 8.87% 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% |
WIW Western Asset Inflation-Linked Opportunities & Income Fund | 8.87% | 8.68% | 8.78% | 10.38% | 11.81% | 6.93% | 3.20% | 3.74% | 4.26% | 3.70% | 3.61% | 3.91% |
Drawdowns
EARRX vs. WIW - Drawdown Comparison
The maximum EARRX drawdown since its inception was -10.27%, smaller than the maximum WIW drawdown of -29.49%. Use the drawdown chart below to compare losses from any high point for EARRX and WIW.
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Drawdown Indicators
| EARRX | WIW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.27% | -29.49% | +19.22% |
Max Drawdown (1Y)Largest decline over 1 year | -1.18% | -4.55% | +3.37% |
Max Drawdown (5Y)Largest decline over 5 years | -6.39% | -29.49% | +23.10% |
Max Drawdown (10Y)Largest decline over 10 years | -10.27% | -29.49% | +19.22% |
Current DrawdownCurrent decline from peak | -0.51% | -7.13% | +6.62% |
Average DrawdownAverage peak-to-trough decline | -1.09% | -7.99% | +6.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.27% | 1.62% | -1.35% |
Volatility
EARRX vs. WIW - Volatility Comparison
The current volatility for Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX) is 0.58%, while Western Asset Inflation-Linked Opportunities & Income Fund (WIW) has a volatility of 2.37%. This indicates that EARRX experiences smaller price fluctuations and is considered to be less risky than WIW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EARRX | WIW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.58% | 2.37% | -1.79% |
Volatility (6M)Calculated over the trailing 6-month period | 1.05% | 4.91% | -3.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.87% | 8.12% | -6.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.78% | 10.27% | -7.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.71% | 10.01% | -7.30% |