See what your fund actually adds

Eaton Vance Short Duration Inflation-Protected Income Fund Class A EARRX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

EARRX compared with its replication portfolio
MeasureEARRXReplication
Annualized growth2.8%3.1%
Annualized volatility2.9%2.4%
Sharpe ratio0.961.26
Maximum drawdown6.4%5.5%
Replication fit (R²)0.89 · Tracking error 1.0%

Replication portfolio

The published portfolio below is the investable basket used to model EARRX’s historical return behavior.

EARRX replication basket weights
TickerBuilding blockWeight
STIPFI · Short TIPS74.5%
BKLNFI · Senior Bank Loans17.3%
SCHPFI · TIPS8.2%