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Eaton Vance Global Income Builder Fund (EDIRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.00+0.01 (+0.09%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.74%
5-year average return7.54%
Number of years up13
Number of years down4
Best 1-yr total return (30 Jun 2024)23.27%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return23.27%
Worst 3-yr total return1.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEDIRXCategory
YTD6.51%8.60%
1-month3.55%0.11%
3-month3.35%4.82%
1-year18.22%25.33%
3-year3.20%8.02%
5-year8.40%8.06%
10-year6.12%6.03%
Last bull market17.69%13.54%
Last bear market-13.65%-13.20%

Annual total return (%) history

Year
EDIRXCategory
2024
N/AN/A
2023
18.14%N/A
2022
-16.94%N/A
2021
14.80%N/A
2020
10.29%6.18%
2019
23.27%16.10%
2018
-8.79%-8.26%
2017
15.92%14.79%
2016
3.08%6.04%
2015
2.86%-4.15%
2014
2.76%1.54%
2013
22.35%10.07%
2012
11.12%10.74%
2011
-4.20%-3.99%
2010
7.25%10.58%
2009
10.05%24.37%
2008
-34.08%-28.98%
2007
8.19%11.39%
2006
N/A16.61%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.04%N/AN/AN/A
20235.78%4.25%-2.60%9.99%
2022-6.86%-13.65%-5.12%8.85%
20213.27%6.15%-0.42%5.17%
2020-19.58%15.52%5.98%12.02%
201910.25%3.60%0.61%7.27%
2018-0.83%-0.40%3.55%-10.82%
20174.61%4.93%2.34%3.19%
2016-0.72%0.80%3.31%-0.30%
20153.64%0.32%-6.33%5.61%
20141.08%4.13%-1.57%-0.82%
20136.06%0.86%5.16%8.76%
20128.26%-4.71%6.16%1.46%
20113.28%1.35%-16.53%9.64%
20102.25%-12.29%9.18%9.53%
2009-13.38%8.22%12.66%4.20%
2008-8.78%1.44%-14.23%-16.93%
20071.77%5.59%2.48%-1.75%
20061.39%4.68%8.51%N/A

Rank in category (by total return)

YTD21
1-month30
3-month44
1-year18
3-year25
5-year11

Load adjusted returns

1-year18.22%
3-year3.20%
5-year8.40%
10-year6.12%