EIRRX vs. CMI

In the year-to-date period, EIRRX achieves a 3.06% return, which is significantly higher than CMI's -11.60% return. Over the past 10 years, EIRRX has underperformed CMI with an annualized return of 3.57%, while CMI has yielded a comparatively higher 11.06% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Short Duration Inflation-Protected Income Fund (EIRRX) and Cummins Inc. (CMI). 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 EIRRX Sharpe Ratio is 3.28, which is higher than the CMI Sharpe Ratio of 0.21. The chart below compares the historical Sharpe Ratios of EIRRX and CMI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EIRRX's dividend yield for the trailing twelve months is around 4.39%, more than CMI's 2.33% yield.

The maximum EIRRX drawdown since its inception was -10.28%, smaller than the maximum CMI drawdown of -75.66%. Use the drawdown chart below to compare losses from any high point for EIRRX and CMI. For additional features, visit the drawdowns tool.

The current volatility for Eaton Vance Short Duration Inflation-Protected Income Fund (EIRRX) is 0.94%, while Cummins Inc. (CMI) has a volatility of 8.83%. This indicates that EIRRX experiences smaller price fluctuations and is considered to be less risky than CMI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.