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Eaton Vance Global Income Builder A (EDIAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.96+0.04 (+0.37%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.20%
5-year average return8.25%
Number of years up14
Number of years down4
Best 1-yr total return (13 May 2024)23.50%
Worst 1-yr total return (13 May 2024)N/A
Best 3-yr total return23.50%
Worst 3-yr total return1.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEDIAXCategory
YTD2.90%8.60%
1-month-2.05%0.11%
3-month2.51%4.82%
1-year13.24%25.33%
3-year2.87%8.02%
5-year7.04%8.06%
10-year6.22%6.03%
Last bull market17.71%13.54%
Last bear market-13.54%-13.20%

Annual total return (%) history

Year
EDIAXCategory
2024
N/AN/A
2023
18.49%N/A
2022
-16.77%N/A
2021
15.11%N/A
2020
10.54%6.18%
2019
23.50%16.10%
2018
-8.41%-8.26%
2017
16.18%14.79%
2016
3.33%6.04%
2015
3.15%-4.15%
2014
2.92%1.54%
2013
22.60%10.07%
2012
11.66%10.74%
2011
-4.01%-3.99%
2010
7.46%10.58%
2009
10.44%24.37%
2008
-33.93%-28.98%
2007
8.35%11.39%
2006
23.52%16.61%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.06%N/AN/AN/A
20235.94%4.30%-2.53%10.03%
2022-6.78%-13.54%-5.05%8.76%
20213.32%6.28%-0.36%5.21%
2020-19.56%15.68%6.03%12.04%
201910.28%3.64%0.68%7.32%
2018-0.66%-0.45%3.61%-10.62%
20174.66%4.98%2.52%3.15%
2016-0.66%0.87%3.35%-0.22%
20153.67%0.46%-6.29%5.68%
20141.13%4.19%-1.61%-0.72%
20135.95%0.92%5.35%8.83%
20128.45%-4.66%6.36%1.53%
20113.46%1.28%-16.36%9.53%
20102.28%-12.12%9.08%9.60%
2009-13.37%8.47%12.71%4.28%
2008-8.73%1.49%-14.19%-16.88%
20071.64%5.66%2.62%-1.68%
20067.05%1.46%4.82%8.50%

Rank in category (by total return)

YTD23
1-month26
3-month31
1-year9
3-year24
5-year10

Load adjusted returns

1-year7.30%
3-year1.04%
5-year5.89%
10-year5.65%