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FRA vs. EFT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FRA vs. EFT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Floating Rate Income Strategies Fund Inc (FRA) and Eaton Vance Floating-Rate Income Trust (EFT). The values are adjusted to include any dividend payments, if applicable.

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FRA vs. EFT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FRA
BlackRock Floating Rate Income Strategies Fund Inc
-3.38%-3.75%21.56%25.46%-10.59%17.81%-2.38%20.82%-8.27%0.76%
EFT
Eaton Vance Floating-Rate Income Trust
-3.58%-3.77%13.17%27.14%-19.69%21.00%2.41%16.85%-6.14%1.63%

Returns By Period

In the year-to-date period, FRA achieves a -3.38% return, which is significantly higher than EFT's -3.58% return. Over the past 10 years, FRA has outperformed EFT with an annualized return of 6.61%, while EFT has yielded a comparatively lower 5.85% annualized return.


FRA

1D
3.86%
1M
-0.13%
YTD
-3.38%
6M
-9.61%
1Y
-3.81%
3Y*
10.06%
5Y*
6.51%
10Y*
6.61%

EFT

1D
3.17%
1M
-0.98%
YTD
-3.58%
6M
-4.73%
1Y
-6.51%
3Y*
8.10%
5Y*
3.70%
10Y*
5.85%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

FRA vs. EFT — Risk / Return Rank

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

FRA
FRA Risk / Return Rank: 33
Overall Rank
FRA Sharpe Ratio Rank: 33
Sharpe Ratio Rank
FRA Sortino Ratio Rank: 33
Sortino Ratio Rank
FRA Omega Ratio Rank: 33
Omega Ratio Rank
FRA Calmar Ratio Rank: 44
Calmar Ratio Rank
FRA Martin Ratio Rank: 44
Martin Ratio Rank

EFT
EFT Risk / Return Rank: 2121
Overall Rank
EFT Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
EFT Sortino Ratio Rank: 1818
Sortino Ratio Rank
EFT Omega Ratio Rank: 1616
Omega Ratio Rank
EFT Calmar Ratio Rank: 2626
Calmar Ratio Rank
EFT Martin Ratio Rank: 2121
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.

FRA vs. EFT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Floating Rate Income Strategies Fund Inc (FRA) and Eaton Vance Floating-Rate Income Trust (EFT). 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.


FRAEFTDifference

Sharpe ratio

Return per unit of total volatility

-0.27

-0.47

+0.20

Sortino ratio

Return per unit of downside risk

-0.26

-0.55

+0.29

Omega ratio

Gain probability vs. loss probability

0.96

0.91

+0.05

Calmar ratio

Return relative to maximum drawdown

-0.23

-0.49

+0.26

Martin ratio

Return relative to average drawdown

-0.55

-1.11

+0.57

FRA vs. EFT - Sharpe Ratio Comparison

The current FRA Sharpe Ratio is -0.27, which is higher than the EFT Sharpe Ratio of -0.47. The chart below compares the historical Sharpe Ratios of FRA and EFT, 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


FRAEFTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.27

-0.47

+0.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.51

0.29

+0.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.43

0.37

+0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

0.26

+0.05

Correlation

The correlation between FRA and EFT is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

FRA vs. EFT - Dividend Comparison

FRA's dividend yield for the trailing twelve months is around 13.49%, more than EFT's 9.78% yield.


TTM20252024202320222021202020192018201720162015
FRA
BlackRock Floating Rate Income Strategies Fund Inc
13.49%12.62%10.81%10.44%6.88%5.96%7.61%6.44%6.90%5.31%5.65%6.17%
EFT
Eaton Vance Floating-Rate Income Trust
9.78%9.55%10.52%11.09%9.81%5.24%5.88%7.41%6.77%5.73%5.54%6.57%

Drawdowns

FRA vs. EFT - Drawdown Comparison

The maximum FRA drawdown since its inception was -51.43%, smaller than the maximum EFT drawdown of -60.58%. Use the drawdown chart below to compare losses from any high point for FRA and EFT.


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Drawdown Indicators


FRAEFTDifference

Max Drawdown

Largest peak-to-trough decline

-51.43%

-60.58%

+9.15%

Max Drawdown (1Y)

Largest decline over 1 year

-15.47%

-13.02%

-2.45%

Max Drawdown (5Y)

Largest decline over 5 years

-18.77%

-24.98%

+6.21%

Max Drawdown (10Y)

Largest decline over 10 years

-42.80%

-45.51%

+2.71%

Current Drawdown

Current decline from peak

-11.62%

-12.15%

+0.53%

Average Drawdown

Average peak-to-trough decline

-7.19%

-8.80%

+1.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.44%

5.72%

+0.72%

Volatility

FRA vs. EFT - Volatility Comparison

BlackRock Floating Rate Income Strategies Fund Inc (FRA) has a higher volatility of 5.65% compared to Eaton Vance Floating-Rate Income Trust (EFT) at 5.25%. This indicates that FRA's price experiences larger fluctuations and is considered to be riskier than EFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FRAEFTDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.65%

5.25%

+0.40%

Volatility (6M)

Calculated over the trailing 6-month period

8.21%

6.92%

+1.29%

Volatility (1Y)

Calculated over the trailing 1-year period

14.30%

13.95%

+0.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.78%

12.67%

+0.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.49%

15.74%

-0.25%