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EIRRX vs. TDTT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EIRRX vs. TDTT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eaton Vance Short Duration Inflation-Protected Income Fund (EIRRX) and FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT). The values are adjusted to include any dividend payments, if applicable.

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EIRRX vs. TDTT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EIRRX
Eaton Vance Short Duration Inflation-Protected Income Fund
0.45%4.63%5.65%6.33%-3.08%7.84%5.25%5.60%-0.15%1.94%
TDTT
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
0.69%6.67%3.96%4.40%-4.58%5.49%6.84%5.74%0.25%0.43%

Returns By Period

In the year-to-date period, EIRRX achieves a 0.45% return, which is significantly lower than TDTT's 0.69% return. Over the past 10 years, EIRRX has outperformed TDTT with an annualized return of 3.76%, while TDTT has yielded a comparatively lower 3.03% annualized return.


EIRRX

1D
0.10%
1M
0.05%
YTD
0.45%
6M
0.45%
1Y
3.33%
3Y*
4.75%
5Y*
3.82%
10Y*
3.76%

TDTT

1D
-0.06%
1M
-0.14%
YTD
0.69%
6M
0.85%
1Y
3.66%
3Y*
4.29%
5Y*
3.00%
10Y*
3.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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EIRRX vs. TDTT - Expense Ratio Comparison

EIRRX has a 0.64% expense ratio, which is higher than TDTT's 0.18% expense ratio.


Return for Risk

EIRRX vs. TDTT — Risk / Return Rank

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

EIRRX
EIRRX Risk / Return Rank: 8989
Overall Rank
EIRRX Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
EIRRX Sortino Ratio Rank: 8787
Sortino Ratio Rank
EIRRX Omega Ratio Rank: 8888
Omega Ratio Rank
EIRRX Calmar Ratio Rank: 9292
Calmar Ratio Rank
EIRRX Martin Ratio Rank: 9494
Martin Ratio Rank

TDTT
TDTT Risk / Return Rank: 8181
Overall Rank
TDTT Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
TDTT Sortino Ratio Rank: 8484
Sortino Ratio Rank
TDTT Omega Ratio Rank: 8080
Omega Ratio Rank
TDTT Calmar Ratio Rank: 8484
Calmar Ratio Rank
TDTT Martin Ratio Rank: 7575
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.

EIRRX vs. TDTT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Short Duration Inflation-Protected Income Fund (EIRRX) and FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT). 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.


EIRRXTDTTDifference

Sharpe ratio

Return per unit of total volatility

1.71

1.56

+0.15

Sortino ratio

Return per unit of downside risk

2.44

2.31

+0.13

Omega ratio

Gain probability vs. loss probability

1.38

1.32

+0.06

Calmar ratio

Return relative to maximum drawdown

2.91

2.64

+0.27

Martin ratio

Return relative to average drawdown

12.86

8.57

+4.29

EIRRX vs. TDTT - Sharpe Ratio Comparison

The current EIRRX Sharpe Ratio is 1.71, which is comparable to the TDTT Sharpe Ratio of 1.56. The chart below compares the historical Sharpe Ratios of EIRRX and TDTT, 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


EIRRXTDTTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.71

1.56

+0.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.35

0.82

+0.53

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.37

0.90

+0.47

Sharpe Ratio (All Time)

Calculated using the full available price history

1.10

0.68

+0.42

Correlation

The correlation between EIRRX and TDTT is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

EIRRX vs. TDTT - Dividend Comparison

EIRRX's dividend yield for the trailing twelve months is around 4.11%, more than TDTT's 3.70% yield.


TTM20252024202320222021202020192018201720162015
EIRRX
Eaton Vance Short Duration Inflation-Protected Income Fund
4.11%3.57%4.08%4.50%5.07%3.54%2.21%2.66%2.91%2.13%2.24%2.05%
TDTT
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
3.70%4.52%4.01%3.88%6.97%4.53%1.15%1.91%2.48%1.88%1.01%0.00%

Drawdowns

EIRRX vs. TDTT - Drawdown Comparison

The maximum EIRRX drawdown since its inception was -10.27%, which is greater than TDTT's maximum drawdown of -6.97%. Use the drawdown chart below to compare losses from any high point for EIRRX and TDTT.


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Drawdown Indicators


EIRRXTDTTDifference

Max Drawdown

Largest peak-to-trough decline

-10.27%

-6.97%

-3.30%

Max Drawdown (1Y)

Largest decline over 1 year

-1.18%

-1.40%

+0.22%

Max Drawdown (5Y)

Largest decline over 5 years

-6.22%

-6.97%

+0.75%

Max Drawdown (10Y)

Largest decline over 10 years

-10.27%

-6.97%

-3.30%

Current Drawdown

Current decline from peak

-0.44%

-0.51%

+0.07%

Average Drawdown

Average peak-to-trough decline

-1.01%

-1.62%

+0.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.27%

0.43%

-0.16%

Volatility

EIRRX vs. TDTT - Volatility Comparison

Eaton Vance Short Duration Inflation-Protected Income Fund (EIRRX) has a higher volatility of 0.69% compared to FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) at 0.65%. This indicates that EIRRX's price experiences larger fluctuations and is considered to be riskier than TDTT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EIRRXTDTTDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.69%

0.65%

+0.04%

Volatility (6M)

Calculated over the trailing 6-month period

1.13%

1.19%

-0.06%

Volatility (1Y)

Calculated over the trailing 1-year period

1.96%

2.35%

-0.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.85%

3.68%

-0.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.76%

3.38%

-0.62%