Eaton Vance Short Duration Income ETF (EVSD) Performance
EVSD total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +0.9% since Dec 31, 2025
- 1 year
- +1.7% total return
- Since first price
- +11.9% since 2024
EVSD trailing returns vs AGG, TLT, SPY
| Period | EVSD total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.5% | +0.0% | +0.9% | +1.5% | −1.0% |
| 3 months | +0.1% | −1.0% | −0.4% | −1.0% | +3.2% |
| 6 months | +0.2% | −2.0% | −1.5% | −3.8% | +7.8% |
| YTD | +0.9% | −2.5% | −1.0% | −3.4% | +12.3% |
| 1 year | +1.7% | −2.9% | −1.1% | −6.9% | +14.4% |
| Since inceptionJun 17, 2024 | +11.9% | +0.3% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: EVSD vs AGG
From Jun 17, 2024: EVSD grew to $11,189, AGG to $10,776.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
EVSD returns by calendar year
1 of 1 full years positive. Best 2025 (+6.8%), worst 2025 (+6.8%). 2026 is year to date.
EVSD annual returns table
| Year | EVSD | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +0.9% | −1.6% | −1.0% | −3.4% | +12.3% |
| 2025 | +6.8% | −1.1% | +7.2% | +4.3% | +17.7% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
EVSD risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +4.8% |
| Volatility (annualized) | 2.0% |
| Sharpe ratio | 0.33 |
| Sortino ratio | 0.43 |
| Best month | +1.4% |
| Worst month | −1.3% |
| Best 12 months | +7.8% |
| Worst 12 months | +1.4% |
| Positive months | 89% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
EVSD rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 17 | +1.4% | +5.8% | +7.8% | 100% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
EVSD performance overview
Eaton Vance Short Duration Income ETF (EVSD) returned +1.7% over the past year, with distributions reinvested. Since its first recorded price on Jun 17, 2024 it has returned +11.9%. Over the same year U.S. bonds (AGG) returned −1.1%.
Related: EVSD chart, EVSD dividends, EVSD bond profile. See the EVSD overview for the latest quote and fund facts.
EVSD performance FAQ
What is the EVSD return over the past year?
EVSD returned +1.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 2.9%.
How much would $10,000 invested in EVSD be worth?
$10,000 invested in EVSD at its first recorded close on June 17, 2024 would be worth about $11,189 on October 23, 2026 with distributions reinvested.
How volatile is EVSD?
Over the past history EVSD had an annualized volatility of 2.0% and a Sharpe ratio of 0.33 (excess return over 1–3 month T-bills per unit of risk).