Correlation
The correlation between EFR and EFT is 0.31, 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.
EFR vs. EFT
Compare and contrast key facts about Eaton Vance Senior Floating-Rate Trust (EFR) and Eaton Vance Floating-Rate Income Trust (EFT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EFR or EFT.
Performance
EFR vs. EFT - Performance Comparison
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Key characteristics
EFR:
0.06
EFT:
0.11
EFR:
0.17
EFT:
0.25
EFR:
1.03
EFT:
1.04
EFR:
0.05
EFT:
0.10
EFR:
0.19
EFT:
0.37
EFR:
4.67%
EFT:
4.55%
EFR:
13.21%
EFT:
14.14%
EFR:
-60.57%
EFT:
-60.58%
EFR:
-7.35%
EFT:
-6.68%
Fundamentals
EFR:
$351.19M
EFT:
$324.48M
EFR:
$1.55
EFT:
$1.44
EFR:
7.72
EFT:
8.52
EFR:
0.00
EFT:
0.00
EFR:
6.17
EFT:
6.02
EFR:
0.93
EFT:
0.93
Returns By Period
In the year-to-date period, EFR achieves a -2.90% return, which is significantly lower than EFT's -1.44% return. Both investments have delivered pretty close results over the past 10 years, with EFR having a 5.89% annualized return and EFT not far ahead at 5.91%.
EFR
-2.90%
0.59%
-3.63%
0.36%
9.47%
10.13%
5.89%
EFT
-1.44%
1.93%
-4.44%
0.98%
10.31%
10.64%
5.91%
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Risk-Adjusted Performance
EFR vs. EFT — Risk-Adjusted Performance Rank
EFR
EFT
EFR vs. EFT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Senior Floating-Rate Trust (EFR) and Eaton Vance Floating-Rate Income Trust (EFT). 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.
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Dividends
EFR vs. EFT - Dividend Comparison
EFR's dividend yield for the trailing twelve months is around 10.28%, which matches EFT's 10.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFR Eaton Vance Senior Floating-Rate Trust | 10.28% | 9.76% | 9.42% | 9.65% | 5.62% | 5.87% | 7.34% | 7.46% | 5.42% | 5.80% | 7.55% | 6.11% |
EFT Eaton Vance Floating-Rate Income Trust | 10.22% | 10.52% | 11.09% | 9.14% | 5.26% | 5.40% | 7.41% | 6.77% | 5.26% | 5.54% | 7.17% | 5.82% |
Drawdowns
EFR vs. EFT - Drawdown Comparison
The maximum EFR drawdown since its inception was -60.57%, roughly equal to the maximum EFT drawdown of -60.58%. Use the drawdown chart below to compare losses from any high point for EFR and EFT.
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Volatility
EFR vs. EFT - Volatility Comparison
The current volatility for Eaton Vance Senior Floating-Rate Trust (EFR) is 1.77%, while Eaton Vance Floating-Rate Income Trust (EFT) has a volatility of 2.58%. This indicates that EFR experiences smaller price fluctuations and is considered to be less risky than EFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
EFR vs. EFT - Financials Comparison
This section allows you to compare key financial metrics between Eaton Vance Senior Floating-Rate Trust and Eaton Vance Floating-Rate Income Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities