EIGIX vs. AAIIX
EIGIX (Eaton Vance Core Bond Fund) and AAIIX (Ancora Income Fund) are both Intermediate Core-Plus Bond funds. Over the past 10 years, EIGIX returned 2.15%/yr vs 3.01%/yr for AAIIX. At a 0.30 correlation, their price movements are largely independent. EIGIX charges 0.49%/yr vs 2.20%/yr for AAIIX.
Performance
EIGIX vs. AAIIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EIGIX achieves a -0.10% return, which is significantly lower than AAIIX's 1.53% return. Over the past 10 years, EIGIX has underperformed AAIIX with an annualized return of 2.15%, while AAIIX has yielded a comparatively higher 3.01% annualized return.
EIGIX
- 1D
- -0.35%
- 1M
- 0.71%
- YTD
- -0.10%
- 6M
- 0.37%
- 1Y
- 4.05%
- 3Y*
- 4.58%
- 5Y*
- 0.36%
- 10Y*
- 2.15%
AAIIX
- 1D
- -0.42%
- 1M
- -0.49%
- YTD
- 1.53%
- 6M
- 1.60%
- 1Y
- 5.44%
- 3Y*
- 6.74%
- 5Y*
- 1.78%
- 10Y*
- 3.01%
EIGIX vs. AAIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EIGIX Eaton Vance Core Bond Fund | -0.10% | 7.76% | 2.90% | 5.03% | -13.13% | 0.72% | 8.18% | 9.84% | -0.50% | 4.47% |
AAIIX Ancora Income Fund | 1.53% | 2.28% | 9.23% | 9.46% | -14.32% | 9.21% | 3.72% | 11.08% | -5.60% | 6.57% |
Correlation
The correlation between EIGIX and AAIIX is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Aug 3, 2012 | 0.30 |
The correlation between EIGIX and AAIIX shifts across timeframes, from 0.30 (all time) to 0.47 (3 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
EIGIX vs. AAIIX — Risk / Return Rank
EIGIX
AAIIX
EIGIX vs. AAIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Core Bond Fund (EIGIX) and Ancora Income Fund (AAIIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EIGIX | AAIIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | -0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.22 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.30 | +0.05 |
| Martin ratioReturn relative to average drawdown | 3.95 | 3.98 | -0.03 |
Loading charts...
Drawdowns
EIGIX vs. AAIIX - Drawdown Comparison
The maximum EIGIX drawdown since its inception was -17.71%, smaller than the maximum AAIIX drawdown of -98.01%. Use the drawdown chart below to compare losses from any high point for EIGIX and AAIIX.
Loading charts...
Drawdown Indicators
| EIGIX | AAIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.71% | -98.01% | +80.30% |
Max Drawdown (1Y)Largest decline over 1 year | -3.18% | -4.19% | +1.01% |
Max Drawdown (3Y)Largest decline over 3 years | -6.22% | -98.01% | +91.79% |
Max Drawdown (5Y)Largest decline over 5 years | -17.71% | -98.01% | +80.30% |
Max Drawdown (10Y)Largest decline over 10 years | -17.71% | -98.01% | +80.30% |
Current DrawdownCurrent decline from peak | -1.80% | -97.80% | +96.00% |
Average DrawdownAverage peak-to-trough decline | -3.27% | -12.53% | +9.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.09% | 1.37% | -0.28% |
Volatility
EIGIX vs. AAIIX - Volatility Comparison
Eaton Vance Core Bond Fund (EIGIX) and Ancora Income Fund (AAIIX) have volatilities of 1.20% and 1.26%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| EIGIX | AAIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.20% | 1.26% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 3.02% | 3.38% | -0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.04% | 4.58% | -0.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.58% | 2,046.08% | -2,040.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.73% | 1,446.22% | -1,441.49% |
EIGIX vs. AAIIX - Expense Ratio Comparison
EIGIX has a 0.49% expense ratio, which is lower than AAIIX's 2.20% expense ratio.
Dividends
EIGIX vs. AAIIX - Dividend Comparison
EIGIX's dividend yield for the trailing twelve months is around 4.25%, less than AAIIX's 5.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAIIX Ancora Income Fund | 5.24% | 4.09% | 4.57% | 4.77% | 4.52% | 4.46% | 5.68% | 3.96% | 4.36% | 5.69% | 6.40% | 6.99% |
EIGIX Eaton Vance Core Bond Fund | 4.25% | 4.16% | 4.29% | 2.85% | 3.10% | 3.53% | 5.38% | 4.00% | 3.25% | 2.83% | 2.76% | 2.96% |
Frequently Asked Questions
EIGIX and AAIIX have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AAIIX has higher volatility (1.26%) compared to EIGIX (1.20%). In terms of maximum drawdown, EIGIX dropped -17.71% vs AAIIX's -98.01%.
AAIIX currently has the higher Sharpe Ratio (1.19 vs 1.07), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for EIGIX and AAIIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer