EIRRX vs. CAT
Compare and contrast key facts about Eaton Vance Short Duration Inflation-Protected Income Fund (EIRRX) and Caterpillar Inc. (CAT).
EIRRX is managed by Eaton Vance. It was launched on Mar 31, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EIRRX or CAT.
Correlation
The correlation between EIRRX and CAT is 0.15, 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.
Performance
EIRRX vs. CAT - Performance Comparison
Key characteristics
EIRRX:
3.98
CAT:
0.51
EIRRX:
6.64
CAT:
0.89
EIRRX:
1.99
CAT:
1.11
EIRRX:
9.65
CAT:
0.85
EIRRX:
37.49
CAT:
1.60
EIRRX:
0.18%
CAT:
8.43%
EIRRX:
1.69%
CAT:
26.65%
EIRRX:
-10.28%
CAT:
-73.43%
EIRRX:
0.00%
CAT:
-14.77%
Returns By Period
In the year-to-date period, EIRRX achieves a 1.30% return, which is significantly higher than CAT's -2.06% return. Over the past 10 years, EIRRX has underperformed CAT with an annualized return of 3.50%, while CAT has yielded a comparatively higher 18.53% annualized return.
EIRRX
1.30%
0.60%
3.01%
6.61%
4.55%
3.50%
CAT
-2.06%
-7.96%
3.87%
11.62%
23.63%
18.53%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
EIRRX vs. CAT — Risk-Adjusted Performance Rank
EIRRX
CAT
EIRRX vs. CAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Short Duration Inflation-Protected Income Fund (EIRRX) and Caterpillar Inc. (CAT). 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.
Dividends
EIRRX vs. CAT - Dividend Comparison
EIRRX's dividend yield for the trailing twelve months is around 4.04%, more than CAT's 1.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EIRRX Eaton Vance Short Duration Inflation-Protected Income Fund | 4.04% | 4.09% | 4.50% | 5.07% | 3.54% | 2.20% | 2.67% | 2.92% | 2.14% | 2.25% | 2.05% | 2.34% |
CAT Caterpillar Inc. | 1.56% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% | 2.84% |
Drawdowns
EIRRX vs. CAT - Drawdown Comparison
The maximum EIRRX drawdown since its inception was -10.28%, smaller than the maximum CAT drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for EIRRX and CAT. For additional features, visit the drawdowns tool.
Volatility
EIRRX vs. CAT - Volatility Comparison
The current volatility for Eaton Vance Short Duration Inflation-Protected Income Fund (EIRRX) is 0.38%, while Caterpillar Inc. (CAT) has a volatility of 8.73%. This indicates that EIRRX experiences smaller price fluctuations and is considered to be less risky than CAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.