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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.50% 0.22% 343.67M --
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 155.0% -542.77M Upgrade

Basic Info

Investment Strategy
The Fund seeks a high level of current income as its primary investment objective. As a secondary objective, the Fund seeks to maximize total return but only to the extent consistent with its primary objective. The Fund may invest up to 65% of its net assets in any one asset class or market segment.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global USD
Peer Group Global Income Funds
Global Macro Bond Global
US Macro World Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Global Income Funds
Fund Owner Firm Name Eaton Vance
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-4.71%
5.86%
1.90%
-3.40%
-12.13%
3.40%
1.16%
3.98%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
7.09%
--
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--
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-10.33%
7.50%
5.13%
8.13%
-1.50%
12.79%
4.25%
-1.25%
-10.33%
8.30%
4.16%
8.24%
-1.99%
14.05%
9.08%
-1.15%
-16.14%
8.54%
1.68%
9.64%
-28.69%
22.30%
9.78%
0.72%
-22.51%
14.64%
10.43%
14.94%
As of December 20, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.71%
Stock 0.00%
Bond 95.85%
Convertible 0.21%
Preferred 0.00%
Other 2.23%
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Basic Info

Investment Strategy
The Fund seeks a high level of current income as its primary investment objective. As a secondary objective, the Fund seeks to maximize total return but only to the extent consistent with its primary objective. The Fund may invest up to 65% of its net assets in any one asset class or market segment.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global USD
Peer Group Global Income Funds
Global Macro Bond Global
US Macro World Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Global Income Funds
Fund Owner Firm Name Eaton Vance
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

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