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EIAMX vs. EAEMX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EIAMX vs. EAEMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eaton Vance Multi-Asset Credit Fund (EIAMX) and Parametric Emerging Markets Fund (EAEMX). The values are adjusted to include any dividend payments, if applicable.

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EIAMX vs. EAEMX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EIAMX
Eaton Vance Multi-Asset Credit Fund
-0.88%6.31%8.22%9.93%-6.18%4.57%1.89%11.67%-2.45%11.61%
EAEMX
Parametric Emerging Markets Fund
2.89%27.16%5.39%9.46%-11.27%4.19%2.65%12.32%-14.02%27.03%

Returns By Period

In the year-to-date period, EIAMX achieves a -0.88% return, which is significantly lower than EAEMX's 2.89% return. Over the past 10 years, EIAMX has underperformed EAEMX with an annualized return of 4.80%, while EAEMX has yielded a comparatively higher 6.23% annualized return.


EIAMX

1D
0.21%
1M
-1.13%
YTD
-0.88%
6M
0.17%
1Y
4.85%
3Y*
6.66%
5Y*
3.95%
10Y*
4.80%

EAEMX

1D
1.89%
1M
-6.17%
YTD
2.89%
6M
6.54%
1Y
26.50%
3Y*
13.51%
5Y*
6.33%
10Y*
6.23%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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EIAMX vs. EAEMX - Expense Ratio Comparison

EIAMX has a 0.71% expense ratio, which is lower than EAEMX's 1.58% expense ratio.


Return for Risk

EIAMX vs. EAEMX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EIAMX
EIAMX Risk / Return Rank: 9292
Overall Rank
EIAMX Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
EIAMX Sortino Ratio Rank: 9393
Sortino Ratio Rank
EIAMX Omega Ratio Rank: 9696
Omega Ratio Rank
EIAMX Calmar Ratio Rank: 8989
Calmar Ratio Rank
EIAMX Martin Ratio Rank: 9292
Martin Ratio Rank

EAEMX
EAEMX Risk / Return Rank: 9191
Overall Rank
EAEMX Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
EAEMX Sortino Ratio Rank: 9292
Sortino Ratio Rank
EAEMX Omega Ratio Rank: 9292
Omega Ratio Rank
EAEMX Calmar Ratio Rank: 8989
Calmar Ratio Rank
EAEMX Martin Ratio Rank: 8888
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EIAMX vs. EAEMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Multi-Asset Credit Fund (EIAMX) and Parametric Emerging Markets Fund (EAEMX). 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.


EIAMXEAEMXDifference

Sharpe ratio

Return per unit of total volatility

1.80

2.25

-0.45

Sortino ratio

Return per unit of downside risk

2.96

2.86

+0.10

Omega ratio

Gain probability vs. loss probability

1.55

1.46

+0.09

Calmar ratio

Return relative to maximum drawdown

2.50

2.68

-0.18

Martin ratio

Return relative to average drawdown

11.20

10.25

+0.94

EIAMX vs. EAEMX - Sharpe Ratio Comparison

The current EIAMX Sharpe Ratio is 1.80, which is comparable to the EAEMX Sharpe Ratio of 2.25. The chart below compares the historical Sharpe Ratios of EIAMX and EAEMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


EIAMXEAEMXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.80

2.25

-0.45

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.25

0.56

+0.70

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.21

0.47

-0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

0.28

-0.05

Correlation

The correlation between EIAMX and EAEMX is 0.54, 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

EIAMX vs. EAEMX - Dividend Comparison

EIAMX's dividend yield for the trailing twelve months is around 6.51%, more than EAEMX's 2.75% yield.


TTM20252024202320222021202020192018201720162015
EIAMX
Eaton Vance Multi-Asset Credit Fund
6.51%7.04%7.35%5.52%5.46%4.10%4.46%4.94%2.41%2.88%3.15%3.77%
EAEMX
Parametric Emerging Markets Fund
2.75%2.83%3.00%2.71%4.40%1.64%1.08%2.48%2.14%2.31%1.52%1.68%

Drawdowns

EIAMX vs. EAEMX - Drawdown Comparison

The maximum EIAMX drawdown since its inception was -43.35%, smaller than the maximum EAEMX drawdown of -62.70%. Use the drawdown chart below to compare losses from any high point for EIAMX and EAEMX.


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Drawdown Indicators


EIAMXEAEMXDifference

Max Drawdown

Largest peak-to-trough decline

-43.35%

-62.70%

+19.35%

Max Drawdown (1Y)

Largest decline over 1 year

-2.14%

-9.90%

+7.76%

Max Drawdown (5Y)

Largest decline over 5 years

-10.02%

-25.43%

+15.41%

Max Drawdown (10Y)

Largest decline over 10 years

-43.35%

-44.16%

+0.81%

Current Drawdown

Current decline from peak

-10.97%

-8.20%

-2.77%

Average Drawdown

Average peak-to-trough decline

-16.21%

-13.58%

-2.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.48%

2.59%

-2.11%

Volatility

EIAMX vs. EAEMX - Volatility Comparison

The current volatility for Eaton Vance Multi-Asset Credit Fund (EIAMX) is 0.73%, while Parametric Emerging Markets Fund (EAEMX) has a volatility of 5.94%. This indicates that EIAMX experiences smaller price fluctuations and is considered to be less risky than EAEMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EIAMXEAEMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.73%

5.94%

-5.21%

Volatility (6M)

Calculated over the trailing 6-month period

1.72%

8.80%

-7.08%

Volatility (1Y)

Calculated over the trailing 1-year period

2.74%

12.17%

-9.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.17%

11.42%

-8.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.48%

13.38%

+9.10%