EVV vs. GPARX
Compare and contrast key facts about Eaton Vance Limited Duration Income Fund (EVV) and GuidePath Absolute Return Allocation Fund (GPARX).
EVV is managed by Eaton Vance. It was launched on May 30, 2003. GPARX is managed by GuidePath. It was launched on Apr 29, 2011.
Performance
EVV vs. GPARX - Performance Comparison
Loading graphics...
EVV vs. GPARX - 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% |
GPARX GuidePath Absolute Return Allocation Fund | 4.77% | 7.42% | 4.20% | 6.87% | -10.82% | 0.75% | 3.92% | 7.47% | -1.64% | 4.50% |
Returns By Period
In the year-to-date period, EVV achieves a -2.49% return, which is significantly lower than GPARX's 4.77% return. Over the past 10 years, EVV has outperformed GPARX with an annualized return of 5.76%, while GPARX has yielded a comparatively lower 3.27% 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%
GPARX
- 1D
- 0.00%
- 1M
- -0.39%
- YTD
- 4.77%
- 6M
- 6.79%
- 1Y
- 10.64%
- 3Y*
- 6.93%
- 5Y*
- 2.54%
- 10Y*
- 3.27%
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. GPARX - Expense Ratio Comparison
EVV has a 0.04% expense ratio, which is lower than GPARX's 0.99% expense ratio.
Return for Risk
EVV vs. GPARX — Risk / Return Rank
EVV
GPARX
EVV vs. GPARX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Limited Duration Income Fund (EVV) and GuidePath Absolute Return Allocation Fund (GPARX). 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 | GPARX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 1.65 | -1.35 |
Sortino ratioReturn per unit of downside risk | 0.47 | 2.19 | -1.72 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.36 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | 0.32 | 2.35 | -2.03 |
Martin ratioReturn relative to average drawdown | 1.19 | 10.80 | -9.60 |
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 | GPARX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 1.65 | -1.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.52 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.78 | -0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.75 | -0.41 |
Correlation
The correlation between EVV and GPARX is 0.35, 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. GPARX - Dividend Comparison
EVV's dividend yield for the trailing twelve months is around 9.28%, more than GPARX's 3.16% 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% |
GPARX GuidePath Absolute Return Allocation Fund | 3.16% | 3.31% | 4.99% | 4.81% | 2.42% | 1.99% | 2.45% | 2.76% | 2.27% | 1.60% | 3.17% | 2.15% |
Drawdowns
EVV vs. GPARX - Drawdown Comparison
The maximum EVV drawdown since its inception was -51.37%, which is greater than GPARX's maximum drawdown of -15.56%. Use the drawdown chart below to compare losses from any high point for EVV and GPARX.
Loading graphics...
Drawdown Indicators
| EVV | GPARX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.37% | -15.56% | -35.81% |
Max Drawdown (1Y)Largest decline over 1 year | -8.65% | -4.68% | -3.97% |
Max Drawdown (5Y)Largest decline over 5 years | -25.91% | -15.56% | -10.35% |
Max Drawdown (10Y)Largest decline over 10 years | -40.42% | -15.56% | -24.86% |
Current DrawdownCurrent decline from peak | -4.29% | -1.46% | -2.83% |
Average DrawdownAverage peak-to-trough decline | -6.32% | -2.40% | -3.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.33% | 1.02% | +1.31% |
Volatility
EVV vs. GPARX - Volatility Comparison
Eaton Vance Limited Duration Income Fund (EVV) has a higher volatility of 5.62% compared to GuidePath Absolute Return Allocation Fund (GPARX) at 2.14%. This indicates that EVV's price experiences larger fluctuations and is considered to be riskier than GPARX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| EVV | GPARX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.62% | 2.14% | +3.48% |
Volatility (6M)Calculated over the trailing 6-month period | 6.94% | 6.11% | +0.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.29% | 6.56% | +4.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.52% | 4.94% | +7.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.42% | 4.23% | +11.19% |