EFT vs. CVGRX

In the year-to-date period, EFT achieves a 15.85% return, which is significantly lower than CVGRX's 31.17% return. Over the past 10 years, EFT has outperformed CVGRX with an annualized return of 6.79%, while CVGRX has yielded a comparatively lower -0.97% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Floating-Rate Income Trust (EFT) and Calamos Growth Fund (CVGRX). 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.

The current EFT Sharpe Ratio is 2.29, which is comparable to the CVGRX Sharpe Ratio of 1.80. The chart below compares the historical Sharpe Ratios of EFT and CVGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EFT's dividend yield for the trailing twelve months is around 10.64%, while CVGRX has not paid dividends to shareholders.

The maximum EFT drawdown since its inception was -60.58%, smaller than the maximum CVGRX drawdown of -69.30%. Use the drawdown chart below to compare losses from any high point for EFT and CVGRX. For additional features, visit the drawdowns tool.

The current volatility for Eaton Vance Floating-Rate Income Trust (EFT) is 2.12%, while Calamos Growth Fund (CVGRX) has a volatility of 5.37%. This indicates that EFT experiences smaller price fluctuations and is considered to be less risky than CVGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.