Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD
Eaton Vance Government Opportunities Fund (ERGOX)
5.40
+0.01
+(0.19%)
At close: 8:00:37 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.87% |
| 5y Average Return | 0.98% |
| Number of Years Up | 16 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 3, 2025) | 5.33% |
| Worst 1Y Total Return (Apr 3, 2025) | -- |
| Best 3Y Total Return | 5.33% |
| Worst 3Y Total Return | -1.37% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
ERGOX
Category
- YTD
- 4.45%
- -1.42%
- 1-Month
- 0.63%
- 0.14%
- 3-Month
- 4.45%
- 0.67%
- 1-Year
- 7.11%
- -1.19%
- 3-Year
- 1.47%
- 3.89%
- 5-Year
- 0.75%
- 1.85%
- 10-Year
- 0.89%
- 2.30%
- Last Bull Market
- 7.27%
- 1.82%
- Last Bear Market
- -1.28%
- 4.98%
Annual Total Return (%) History
Year
ERGOX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 4.45% | -- | -- | -- |
| 2024 | -2.21% | 0.80% | 5.61% | -3.67% |
| 2023 | 1.74% | -1.10% | -1.68% | 6.46% |
| 2022 | -1.44% | -1.28% | -3.53% | -0.58% |
| 2021 | 0.21% | -0.46% | -0.06% | -1.31% |
| 2020 | 1.97% | 1.69% | 0.40% | 0.39% |
| 2019 | 1.09% | 0.41% | 0.37% | 0.28% |
| 2018 | -0.32% | 0.09% | 0.42% | 0.28% |
| 2017 | 0.48% | 0.50% | 0.05% | -0.01% |
| 2016 | 0.47% | -0.15% | 0.12% | -0.38% |
| 2015 | 0.63% | -0.14% | 0.13% | -0.44% |
| 2014 | 0.98% | 0.85% | -0.05% | 0.61% |
| 2013 | -0.10% | -2.18% | 0.21% | 0.26% |
| 2012 | 0.18% | 0.86% | 0.60% | -0.08% |
| 2011 | 0.12% | 1.19% | 1.29% | 0.73% |
| 2010 | 1.24% | 2.19% | 1.24% | -0.62% |
| 2009 | 2.19% | 0.43% | 2.06% | 0.30% |
| 2008 | 2.11% | -0.79% | 1.44% | 4.24% |
| 2007 | 1.44% | 0.04% | 2.19% | 3.16% |
| 2006 | 0.30% | 0.08% | 2.63% | 0.62% |
| 2005 | 0.54% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 1 |
| 1-Month | 1 |
| 3-Month | 1 |
| 1-Year | 3 |
| 3-Year | 4 |
| 5-Year | 1 |
Load Adjusted Returns
| 1-Year | 7.11% |
| 3-Year | 1.47% |
| 5-Year | 0.75% |
| 10-Year | 0.89% |
Performance & Risk
| YTD Return | 5.87% |
| 5y Average Return | 0.98% |
| Rank in Category (ytd) | 1 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.64 |
| Morningstar Risk Rating |
Fund Overview
| Category | Intermediate Government |
| Fund Family | Eaton Vance |
| Net Assets | 346.22M |
| YTD Return | 4.45% |
| Yield | 5.29% |
| Morningstar Rating | |
| Inception Date | Apr 03, 2009 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities issued, backed or otherwise guaranteed by the U.S. government, or its agencies or instrumentalities. It may invest in MBS, including collateralized mortgage obligations, issued, backed or otherwise guaranteed by the U.S. government or its agencies or instrumentalities or privately issued but collateralized by fixed or adjustable rate mortgages that are insured, guaranteed or otherwise backed by the U.S. government, or its agencies or instrumentalities.
Related Tickers
RYGBX Rydex Government Long Bd 1.2x Strat Inv
110.48
+1.40%
CLDIX Calvert Core Bond I
15.91
0.00%
SIUPX Guggenheim Core Bond Fund P
16.49
0.00%
CADOX Columbia Minnesota Tax-Exempt Inst2
19.55
+0.46%
CMNZX Columbia Minnesota Tax-Exempt Inst
19.56
+0.46%
CNYRX Columbia Strat New York Muncpl Inc Inst2
26.03
+0.42%
CNYZX Columbia Strat New York Muncpl Inc Inst
26.09
+0.42%
CCAZX Columbia Strat CA Muncpl Inc Inst
26.95
+0.41%
CCXYX Columbia Strategic California Municipal Income Fund
27.09
+0.41%
PTIMX Performance Trust Municipal Bond Instl
22.66
+0.40%
CNTYX Columbia Strat New York Muncpl Inc Inst3
26.10
+0.38%
CNFRX Columbia Bond Inst2
29.97
+0.13%
CNDAX Columbia Bond A
30.05
+0.13%
UMMDX Columbia Bond Fund - S
30.05
+0.13%
UMMGX Columbia Bond Fund
30.05
+0.13%
CBFYX Columbia Bond Inst3
30.11
+0.13%
VWSUX Vanguard Ultra Short-Term Tx-Ex Adm
15.82
0.00%
GMODX GMO Opportunistic Income Fund
24.47
+0.08%
JIMEX Johnson Institutional Intermediate Bd F
15.12
+0.07%
CLDAX Calvert Core Bond A
15.89
+0.06%
CLDRX Calvert Core Bond Income R6
15.91
+0.06%
GIUSX Guggenheim Core Bond Fund Institutional
16.46
+0.06%
SIUSX Guggenheim Core Bond Fund A
16.48
+0.06%
VCOBX Vanguard Core Bond Fund
18.15
+0.06%
MWFEX Metropolitan West Funds - Flexible Income Fund
38.33
+0.05%
PTIAX Performance Trust Total Return Bd Inst
19.95
+0.05%
PTAOX Performance Trust Total Return Bd A
19.97
+0.05%
LPRKX BlackRock LifePath Dyn 2040 R
16.17
0.00%
LPHAX BlackRock LifePath Dyn 2045 Investor A
16.85
0.00%
LPHIX BlackRock LifePath Dyn 2045 Instl
16.98
0.00%
LPVAX BlackRock LifePath Dyn 2055 Investor A
18.07
0.00%
LPHKX BlackRock LifePath Dyn 2045 K
17.27
0.00%
LPRPX BlackRock LifePath Dyn 2050 R
21.16
0.00%
LPSFX BlackRock LifePath Dyn 2040 K
16.78
0.00%
GMOLX GMO Opportunistic Income Fund
24.41
+0.08%
LPVRX BlackRock LifePath Dyn 2055 R
17.96
0.00%
GAAAX GMO Opportunistic Income R6
24.37
+0.08%
STLFX BlackRock LifePath Dynamic 2050 Fund
21.56
0.00%
GIBIX Guggenheim Total Return Bond Instl
24.00
0.00%
GIBAX Guggenheim Total Return Bond A
23.98
0.00%
LPHRX BlackRock LifePath Dyn 2045 R
16.73
0.00%
GBATX GMO Strategic Opportunities Allc III
16.07
-3.89%
LPJKX BlackRock LifePath Dyn 2035 K
15.55
0.00%
LPVIX BlackRock LifePath Dyn 2055 Instl
18.26
0.00%
LPVKX BlackRock LifePath Dyn 2055 K
18.64
0.00%
LPJIX BlackRock LifePath Dyn 2035 Instl
15.25
0.00%
LPSGX BlackRock LifePath Dyn 2050 K
21.73
0.00%
STLEX BlackRock LifePath Dynamic 2040 Fund
16.59
0.00%
LPRFX BlackRock LifePath Dyn 2050 Investor A
21.37
0.00%
GILDX Guggenheim Limited Duration A
24.59
-0.04%
GILHX Guggenheim Limited Duration Instl
24.58
-0.04%
GIKRX Guggenheim Limited Duration R6
24.57
-0.04%
GIBRX Guggenheim Total Return Bond R6
24.01
-0.04%
GILPX Guggenheim Limited Duration P
24.57
-0.08%
ARINX Archer Income
18.14
-0.11%
CDSIX Calvert Short Duration Income Fund
15.84
-0.13%
CDSRX Calvert Short Duration Income R6
15.84
-0.13%
CSDAX Calvert Short Duration Income A
15.73
-0.13%
MGBIX AMG GW&K ESG Bond I
21.82
-0.14%
HFSAX Hundredfold Select Alternative Inv
23.54
-0.68%
CPIEX Counterpoint Tactical Equity I
22.98
-0.17%
CPAEX Counterpoint Tactical Equity A
22.47
-0.18%
CPCEX Counterpoint Tactical Equity C
20.97
-0.19%
FGTZX Franklin Growth Allocation Advisor
18.64
-4.90%
FTGMX Franklin Growth Allocation R6
18.63
-4.90%
VGCAX Vanguard Global Credit Bond Admiral
19.09
-0.21%
NSRKX Northern World Selection Index K
20.07
-5.77%
VTSPX Vanguard Shrt-Term Infl-Prot Sec Idx Ins
25.04
-0.24%
NSRIX Northern World Selection Index I
20.06
-5.73%
ECEAX Eaton Vance Tax-Managed Equity Asset Allocation Fund
28.80
-5.42%
EAEAX Eaton Vance Tax-Managed Equity Asset Allocation Fund
31.59
-5.42%
CTIVX Columbia Strategic Income Inst2
21.42
-0.33%
LSIZX Columbia Strategic Income Inst
21.40
-0.33%
CPHUX Columbia Strategic Income Inst3
21.32
-0.33%
BIVSX Invenomic Super Institutional
17.73
-0.34%
GMCDX GMO Emerging Country Debt Fund
19.91
-1.48%
GMDFX GMO Emerging Country Debt Fund
19.87
-1.49%
GMOQX GMO Emerging Country Debt Fund
19.85
-1.49%
BIVIX Invenomic Institutional
17.47
-0.40%
BIVRX Invenomic Investor
17.11
-0.41%
HMEZX NexPoint Merger Arbitrage Z
19.61
-0.46%
GIOIX Guggenheim Macro Opportunities Instl
24.54
-0.49%
GIOSX Guggenheim Macro Opportunities R6
24.53
-0.53%
GIOPX Guggenheim Macro Opportunities P
24.51
-0.53%
GIOAX Guggenheim Macro Opportunities A
24.50
-0.53%
FTMAX First Trust Multi-Strategy Cl A
23.33
-0.60%
MIFIX Miller Intermediate Bond I
16.07
-0.62%
FTMCX First Trust Multi-Strategy Cl C
23.87
-0.62%
FTMIX First Trust Multi-Strategy Cl I
23.83
-0.63%
TEBRX Teberg
21.05
-5.27%
TGVOX TCW Relative Value Mid Cap I
24.24
-6.01%
RFRFX Columbia Floating Rate Inst2
32.71
-0.67%
TGVNX TCW Relative Value Mid Cap N
23.34
-6.00%
CFRYX Columbia Floating Rate Inst3
32.56
-0.67%
CFRZX Columbia Floating Rate Inst
32.53
-0.67%
TGUNX TCW Funds, Inc. - TCW New America Premier Equities Fund
30.95
-0.67%
GIFSX Guggenheim Floating Rate Strats R6
23.54
-0.72%
GIFIX Guggenheim Floating Rate Strats Instl
23.53
-0.72%
GIFPX Guggenheim Floating Rate Strats P
23.52
-0.72%
NFRIX Nuveen Floating Rate Income I
17.68
-0.73%