EVV vs. EADOX
Compare and contrast key facts about Eaton Vance Limited Duration Income Fund (EVV) and Eaton Vance Emerging Markets Debt Opportunities Fund Class A (EADOX).
EVV is managed by Eaton Vance. It was launched on May 30, 2003. EADOX is managed by Eaton Vance. It was launched on Sep 3, 2015.
Performance
EVV vs. EADOX - Performance Comparison
Loading graphics...
EVV vs. EADOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVV Eaton Vance Limited Duration Income Fund | -2.49% | 10.72% | 12.22% | 13.33% | -19.94% | 14.66% | 4.67% | 18.91% | -5.53% | 6.77% |
EADOX Eaton Vance Emerging Markets Debt Opportunities Fund Class A | 1.35% | 16.93% | 14.52% | 11.13% | -6.42% | 1.24% | 7.12% | 17.85% | -4.44% | 12.58% |
Returns By Period
In the year-to-date period, EVV achieves a -2.49% return, which is significantly lower than EADOX's 1.35% return. Over the past 10 years, EVV has underperformed EADOX with an annualized return of 5.76%, while EADOX has yielded a comparatively higher 7.56% annualized return.
EVV
- 1D
- 4.13%
- 1M
- -3.42%
- YTD
- -2.49%
- 6M
- -2.69%
- 1Y
- 3.40%
- 3Y*
- 8.32%
- 5Y*
- 4.01%
- 10Y*
- 5.76%
EADOX
- 1D
- -0.55%
- 1M
- -3.10%
- YTD
- 1.35%
- 6M
- 6.58%
- 1Y
- 14.69%
- 3Y*
- 13.90%
- 5Y*
- 7.68%
- 10Y*
- 7.56%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EVV vs. EADOX - Expense Ratio Comparison
EVV has a 0.04% expense ratio, which is lower than EADOX's 1.11% expense ratio.
Return for Risk
EVV vs. EADOX — Risk / Return Rank
EVV
EADOX
EVV vs. EADOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Limited Duration Income Fund (EVV) and Eaton Vance Emerging Markets Debt Opportunities Fund Class A (EADOX). 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.
| EVV | EADOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 4.04 | -3.74 |
Sortino ratioReturn per unit of downside risk | 0.47 | 5.66 | -5.19 |
Omega ratioGain probability vs. loss probability | 1.08 | 2.03 | -0.95 |
Calmar ratioReturn relative to maximum drawdown | 0.32 | 3.96 | -3.64 |
Martin ratioReturn relative to average drawdown | 1.19 | 16.16 | -14.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| EVV | EADOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 4.04 | -3.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 1.70 | -1.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 1.61 | -1.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 1.62 | -1.29 |
Correlation
The correlation between EVV and EADOX is 0.25, 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.
Dividends
EVV vs. EADOX - Dividend Comparison
EVV's dividend yield for the trailing twelve months is around 9.28%, less than EADOX's 10.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVV Eaton Vance Limited Duration Income Fund | 9.28% | 8.86% | 9.78% | 10.43% | 12.78% | 9.16% | 9.58% | 6.42% | 8.44% | 7.22% | 8.46% | 9.56% |
EADOX Eaton Vance Emerging Markets Debt Opportunities Fund Class A | 10.86% | 10.51% | 8.27% | 8.73% | 8.87% | 7.56% | 7.42% | 7.57% | 7.83% | 7.61% | 4.04% | 0.00% |
Drawdowns
EVV vs. EADOX - Drawdown Comparison
The maximum EVV drawdown since its inception was -51.37%, which is greater than EADOX's maximum drawdown of -19.15%. Use the drawdown chart below to compare losses from any high point for EVV and EADOX.
Loading graphics...
Drawdown Indicators
| EVV | EADOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.37% | -19.15% | -32.22% |
Max Drawdown (1Y)Largest decline over 1 year | -8.65% | -3.61% | -5.04% |
Max Drawdown (5Y)Largest decline over 5 years | -25.91% | -17.56% | -8.35% |
Max Drawdown (10Y)Largest decline over 10 years | -40.42% | -19.15% | -21.27% |
Current DrawdownCurrent decline from peak | -4.29% | -3.61% | -0.68% |
Average DrawdownAverage peak-to-trough decline | -6.32% | -2.56% | -3.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.33% | 0.89% | +1.44% |
Volatility
EVV vs. EADOX - Volatility Comparison
Eaton Vance Limited Duration Income Fund (EVV) has a higher volatility of 5.62% compared to Eaton Vance Emerging Markets Debt Opportunities Fund Class A (EADOX) at 1.81%. This indicates that EVV's price experiences larger fluctuations and is considered to be riskier than EADOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| EVV | EADOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.62% | 1.81% | +3.81% |
Volatility (6M)Calculated over the trailing 6-month period | 6.94% | 2.67% | +4.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.29% | 3.62% | +7.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.52% | 4.53% | +7.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.42% | 4.72% | +10.70% |