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Eaton Vance High Income Opportunities A (ETHIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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4.1600-0.0100 (-0.24%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.21%
5-year average return4.68%
Number of years up15
Number of years down4
Best 1-yr total return (22 May 2024)64.30%
Worst 1-yr total return (22 May 2024)N/A
Best 3-yr total return64.30%
Worst 3-yr total return1.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnETHIXCategory
YTD1.08%3.62%
1-month-0.69%1.08%
3-month0.82%2.50%
1-year7.90%14.69%
3-year3.00%6.16%
5-year4.33%6.21%
10-year4.36%5.48%
Last bull market9.40%11.96%
Last bear market-8.69%-7.27%

Annual total return (%) history

Year
ETHIXCategory
2024
N/AN/A
2023
11.69%N/A
2022
-7.36%N/A
2021
7.23%N/A
2020
4.42%4.91%
2019
13.95%12.62%
2018
-3.29%-2.59%
2017
6.29%6.47%
2016
12.56%13.30%
2015
-1.12%-4.01%
2014
3.45%1.11%
2013
8.55%6.90%
2012
15.43%14.67%
2011
4.10%2.83%
2010
15.89%14.24%
2009
64.30%46.70%
2008
-36.77%-26.41%
2007
1.51%1.47%
2006
11.83%10.14%
2005
3.87%2.59%
2004
N/A9.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.78%N/AN/AN/A
20233.90%0.97%0.29%6.16%
2022-2.57%-8.69%-0.16%4.30%
20211.52%3.06%1.91%0.57%
2020-14.19%9.50%4.39%6.45%
20196.73%2.52%1.14%2.97%
2018-0.92%0.44%2.28%-4.99%
20172.20%1.98%1.54%0.44%
20163.19%3.10%4.40%1.35%
20152.80%0.59%-3.81%-0.59%
20142.76%2.51%-1.52%-0.27%
20132.92%-1.06%2.91%3.58%
20125.42%1.53%4.47%3.23%
20113.55%1.59%-6.35%5.66%
20104.41%-0.23%6.17%4.78%
20095.47%26.39%15.83%6.41%
2008-4.59%3.28%-9.60%-29.02%
20072.69%0.80%-0.84%-1.10%
20063.37%1.02%3.02%3.95%
2005-0.89%1.85%2.22%0.67%
20040.47%2.96%5.79%N/A

Rank in category (by total return)

YTD35
1-month33
3-month31
1-year65
3-year14
5-year18

Load adjusted returns

1-year4.40%
3-year1.87%
5-year3.65%
10-year4.02%