PortfoliosLab logoPortfoliosLab logo
HYXU vs. EELDX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HYXU vs. EELDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Euro High Yield Corporate Bond USD Hedged ETF (HYXU) and Eaton Vance Emerging Markets Debt Opportunities Fund (EELDX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


HYXU

1D
0.00%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

EELDX

1D
0.00%
1M
0.78%
YTD
6.66%
6M
8.02%
1Y
18.98%
3Y*
15.14%
5Y*
8.09%
10Y*
7.99%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HYXU vs. EELDX - Yearly Performance Comparison


Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

HYXU vs. EELDX — Risk / Return Rank

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

HYXU

EELDX
EELDX Risk / Return Rank: 9797
Overall Rank
EELDX Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
EELDX Sortino Ratio Rank: 9999
Sortino Ratio Rank
EELDX Omega Ratio Rank: 9898
Omega Ratio Rank
EELDX Calmar Ratio Rank: 9393
Calmar Ratio Rank
EELDX Martin Ratio Rank: 9494
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.

HYXU vs. EELDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Euro High Yield Corporate Bond USD Hedged ETF (HYXU) and Eaton Vance Emerging Markets Debt Opportunities Fund (EELDX). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

HYXU vs. EELDX - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


HYXUEELDXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

5.55

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.76

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.69

Sharpe Ratio (All Time)

Calculated using the full available price history

1.39

Drawdowns

HYXU vs. EELDX - Drawdown Comparison

The maximum HYXU drawdown since its inception was 0.00%, smaller than the maximum EELDX drawdown of -19.12%. Use the drawdown chart below to compare losses from any high point for HYXU and EELDX.


Loading charts...

Drawdown Indicators


HYXUEELDXDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-19.12%

+19.12%

Max Drawdown (1Y)

Largest decline over 1 year

-3.68%

Max Drawdown (3Y)

Largest decline over 3 years

-3.98%

Max Drawdown (5Y)

Largest decline over 5 years

-17.35%

Max Drawdown (10Y)

Largest decline over 10 years

-19.12%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

0.00%

-2.90%

+2.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.90%

Volatility

HYXU vs. EELDX - Volatility Comparison


Loading charts...

Volatility by Period


HYXUEELDXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.60%

Volatility (6M)

Calculated over the trailing 6-month period

3.03%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

3.46%

-3.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

4.61%

-4.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

4.74%

-4.74%

HYXU vs. EELDX - Expense Ratio Comparison

HYXU has a 0.35% expense ratio, which is lower than EELDX's 0.78% expense ratio.


Dividends

HYXU vs. EELDX - Dividend Comparison

HYXU has not paid dividends to shareholders, while EELDX's dividend yield for the trailing twelve months is around 10.78%.


PositionTTM20252024202320222021202020192018201720162015
EELDX
Eaton Vance Emerging Markets Debt Opportunities Fund
10.78%9.44%8.58%9.02%9.17%7.87%7.71%7.86%8.16%7.90%4.12%1.65%
HYXU
iShares Euro High Yield Corporate Bond USD Hedged ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
Portfolio Optimizer

Find the right allocation for HYXU and EELDX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer