Eaton Vance Floating-Rate Income Trust

Eaton Vance Floating-Rate Income Trustverified

EFT

Price:

$12.905

Market Cap:

$337.87M

Eaton Vance Floating-Rate Income Trust is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in fixed income markets of the United States. It invests in fixed income securities operating across diversified sectors. The fund primarily invests in senior, secured floating rate loans. It benchmarks the performance of its portfolio against the S&P/LSTA Leveraged Loan Index. Eaton Vance Floating-Rate Income Trust was formed on June 29, 2004 and is domiciled in the United States.[Read more]

Industry

Asset Management - Income

IPO Date

2004-07-26

Stock Exchange

NYSE

Ticker

EFT

The ROE as of September 2024 (TTM) for Eaton Vance Floating-Rate Income Trust (EFT) is 23.69%

According to Eaton Vance Floating-Rate Income Trust’s latest financial reports and current stock price. The company's current ROE is 23.69%. This represents a change of 299.80% compared to the average of 5.92% of the last 4 quarters.

Eaton Vance Floating-Rate Income Trust (EFT) Historical ROE (quarterly & annually)

How has EFT ROE performed in the past?

The mean historical ROE of Eaton Vance Floating-Rate Income Trust over the last ten years is 4.66%. The current 23.69% ROE has changed 408.83% with respect to the historical average. Over the past ten years (40 quarters), EFT's ROE was at its highest in in the November 2023 quarter at 8.21%. The ROE was at its lowest in in the February 2020 quarter at -4.96%.

Quarterly (TTM)
Annual

Average

4.66%

Median

3.59%

Minimum

-9.01%

Maximum

15.85%

Eaton Vance Floating-Rate Income Trust (EFT) ROE by Quarter and Year

Discovering the peaks and valleys of Eaton Vance Floating-Rate Income Trust ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 1.97%

Maximum Annual ROE = 15.85%

Minimum Annual Increase = -387.39%

Minimum Annual ROE = -9.01%

Quarterly (TTM)
Annual
YearROEChange
202415.85%292.52%
20234.04%-221.18%
2022-3.33%-121.41%
202115.56%-272.75%
2020-9.01%-387.39%
20193.13%-43.43%
20185.54%-51.19%
201711.35%1.97%
20160.55%-80.90%
20152.87%-37.86%

Eaton Vance Floating-Rate Income Trust (EFT) Average ROE

How has EFT ROE performed in the past?

The current ROE of Eaton Vance Floating-Rate Income Trust (EFT) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

5.52%

5-year avg

4.62%

10-year avg

4.66%

Eaton Vance Floating-Rate Income Trust (EFT) ROE vs. Peers

How is EFT’s ROE compared to its peers?

Eaton Vance Floating-Rate Income Trust’s ROE is less than Virtus Convertible & Income 2024 Target Term Fund (21.86%), less than NXG NextGen Infrastructure Income Fund (7.57%), less than GAMCO Natural Resources, Gold & Income Trust (8.26%), less than MFS Investment Grade Municipal Trust (3.44%), less than Calamos Global Dynamic Income Fund (0%), less than Calamos Global Total Return Fund (18.32%), greater than DTF Tax-Free Income 2028 Term Fund Inc. (0%), less than The Gabelli Global Small and Mid Cap Value Trust (0.36%), greater than Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (-0.96%), less than Eaton Vance Risk-Managed Diversified Equity Income Fund (24.00%), less than BlackRock MuniHoldings Fund, Inc. (18.34%), greater than Nuveen Corporate Income 2023 Target Term Fund (-0.09%), greater than Invesco High Income 2024 Target Term Fund (-2.88%), less than Eaton Vance National Municipal Opportunities Trust (25.55%), less than null (11.25%),

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