EVV vs. GPICX
EVV (Eaton Vance Limited Duration Income Fund) and GPICX (GuidepathConservative Income Fund) are both Short-Term Bond funds. Over the past 5 years, EVV returned 3.22%/yr vs 2.48%/yr for GPICX. At a 0.19 correlation, their price movements are largely independent. EVV charges 0.04%/yr vs 0.75%/yr for GPICX.
Performance
EVV vs. GPICX - Performance Comparison
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Returns By Period
In the year-to-date period, EVV achieves a -0.65% return, which is significantly lower than GPICX's 1.32% return.
EVV
- 1D
- -0.11%
- 1M
- 1.74%
- 6M
- -1.48%
- YTD
- -0.65%
- 1Y
- -0.20%
- 3Y*
- 9.63%
- 5Y*
- 3.22%
- 10Y*
- 5.29%
GPICX
- 1D
- 0.00%
- 1M
- 0.22%
- 6M
- 1.32%
- YTD
- 1.32%
- 1Y
- 3.25%
- 3Y*
- 3.99%
- 5Y*
- 2.48%
- 10Y*
- —
EVV vs. GPICX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
EVV Eaton Vance Limited Duration Income Fund | -0.65% | 10.72% | 12.22% | 13.33% | -19.94% | 14.66% | 4.67% | 18.91% | -1.28% |
GPICX GuidepathConservative Income Fund | 1.32% | 3.49% | 4.73% | 4.87% | -1.67% | 0.08% | -0.23% | 2.30% | 0.80% |
Correlation
The correlation between EVV and GPICX is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Jun 20, 2018 | 0.19 |
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Return for Risk
EVV vs. GPICX — Risk / Return Rank
EVV
GPICX
EVV vs. GPICX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Limited Duration Income Fund (EVV) and GuidepathConservative Income Fund (GPICX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EVV | GPICX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -4.16 | ||
| Sortino ratioReturn per unit of downside risk | -7.96 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 2.99 | -1.99 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | 13.14 | -13.16 |
| Martin ratioReturn relative to average drawdown | -0.07 | 68.25 | -68.32 |
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Drawdowns
EVV vs. GPICX - Drawdown Comparison
The maximum EVV drawdown since its inception was -51.37%, which is greater than GPICX's maximum drawdown of -3.10%. Use the drawdown chart below to compare losses from any high point for EVV and GPICX.
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Drawdown Indicators
| EVV | GPICX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.37% | -3.10% | -48.27% |
Max Drawdown (1Y)Largest decline over 1 year | -8.65% | -0.25% | -8.40% |
Max Drawdown (3Y)Largest decline over 3 years | -9.53% | -0.52% | -9.01% |
Max Drawdown (5Y)Largest decline over 5 years | -25.91% | -2.79% | -23.12% |
Max Drawdown (10Y)Largest decline over 10 years | -40.42% | — | — |
Current DrawdownCurrent decline from peak | -2.49% | 0.00% | -2.49% |
Average DrawdownAverage peak-to-trough decline | -6.29% | -0.55% | -5.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.86% | 0.05% | +2.81% |
Volatility
EVV vs. GPICX - Volatility Comparison
Eaton Vance Limited Duration Income Fund (EVV) has a higher volatility of 2.08% compared to GuidepathConservative Income Fund (GPICX) at 0.17%. This indicates that EVV's price experiences larger fluctuations and is considered to be riskier than GPICX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVV | GPICX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.08% | 0.17% | +1.91% |
Volatility (6M)Calculated over the trailing 6-month period | 7.34% | 0.61% | +6.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.02% | 0.79% | +8.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.58% | 1.10% | +11.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.40% | 1.06% | +14.34% |
EVV vs. GPICX - Expense Ratio Comparison
EVV has a 0.04% expense ratio, which is lower than GPICX's 0.75% expense ratio.
Dividends
EVV vs. GPICX - Dividend Comparison
EVV's dividend yield for the trailing twelve months is around 9.31%, more than GPICX's 3.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVV Eaton Vance Limited Duration Income Fund | 9.31% | 8.86% | 9.78% | 10.43% | 12.78% | 9.16% | 9.58% | 6.42% | 8.44% | 7.22% | 8.46% | 9.56% |
GPICX GuidepathConservative Income Fund | 3.84% | 3.86% | 4.53% | 4.23% | 1.51% | 0.48% | 0.57% | 1.67% | 1.30% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EVV and GPICX have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EVV has higher volatility (2.08%) compared to GPICX (0.17%). In terms of maximum drawdown, EVV dropped -51.37% vs GPICX's -3.10%.
GPICX currently has the higher Sharpe Ratio (4.13 vs -0.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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