EVTMX vs. BST

In the year-to-date period, EVTMX achieves a -3.04% return, which is significantly higher than BST's -5.96% return. Over the past 10 years, EVTMX has underperformed BST with an annualized return of 9.33%, while BST has yielded a comparatively higher 14.18% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Dividend Builder Fund (EVTMX) and BlackRock Science and Technology Trust (BST). 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 EVTMX Sharpe Ratio is 0.45, which is higher than the BST Sharpe Ratio of 0.26. The chart below compares the historical Sharpe Ratios of EVTMX and BST, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EVTMX's dividend yield for the trailing twelve months is around 7.70%, less than BST's 8.98% yield.

The maximum EVTMX drawdown since its inception was -65.04%, which is greater than BST's maximum drawdown of -46.58%. Use the drawdown chart below to compare losses from any high point for EVTMX and BST. For additional features, visit the drawdowns tool.

The current volatility for Eaton Vance Dividend Builder Fund (EVTMX) is 11.69%, while BlackRock Science and Technology Trust (BST) has a volatility of 15.77%. This indicates that EVTMX experiences smaller price fluctuations and is considered to be less risky than BST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.