Eaton Vance Senior Floating-Rate Trust (EFR) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Eaton Vance Senior Floating-Rate Trust (EFR) ten years ago, at the end of Oct 2016, was worth $15,953 at the end of Oct 2026 with every dividend reinvested: 4.8% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $27,595 reinvested (5.5% a year), or $18,912 taking the dividends as cash, $12,325 of it paid out along the way.
EFR became
$27,595
S&P 500: $72,756
Return a year
5.5%
S&P 500: 11.1%
Payouts reinvested
$26,668
bought more shares
Worst drop
-45.8%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | EFR total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −2.1% | $1,823 | +11.7% |
| 2025 | −4.8% | $2,580 | +17.7% |
| 2024 | +11.3% | $2,752 | +24.9% |
| 2023 | +29.3% | $2,648 | +26.2% |
| 2022 | −18.7% | $2,046 | −18.2% |
| 2021 | +22.8% | $1,385 | +28.7% |
| 2020 | +0.8% | $1,299 | +18.3% |
| 2019 | +15.7% | $1,342 | +31.2% |
| 2018 | −7.0% | $1,273 | −4.6% |
| 2017 | +3.8% | $1,095 | +21.7% |
| 2016 | +27.3% | $1,132 | +12.0% |
| 2015 | −2.7% | $1,059 | +1.2% |
| 2014 | −3.7% | $883 | +13.5% |
| 2013 | +0.7% | $1,036 | +32.3% |
| 2012 | +19.0% | $1,007 | +16.0% |
| 2011 | −5.4% | $859 | +1.9% |
| 2010 | +19.3% | $884 | +15.1% |
| 2009 | +103.9% | $753 | +26.4% |
| 2008 | −44.3% | $812 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: EFR total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Eaton Vance Senior Floating-Rate Trust (EFR) at the end of Dec 2007, with dividends reinvested, was worth $27,595 at the end of Oct 2026: 5.5% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, EFR turned $10,000 into $15,953 with dividends reinvested, 4.8% a year.
- Over the 5 years to Oct 2026, EFR returned 1.8% a year with dividends reinvested (S&P 500: 12.0%).
- Taking EFR's dividends as cash instead of reinvesting them, the same $10,000 ended at $18,912, including $12,325 of cash received; reinvesting added $8,683.
- EFR's best calendar year in that time was 2009 (103.9%) and its worst 2008 (-44.3%), with dividends reinvested.
Cite this page
SmarterDividends, "Eaton Vance Senior Floating-Rate Trust (EFR) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/EFR/total-return
EFR total return questions
If I invested $10,000 in EFR 10 years ago, how much would I have?
About $15,953 at the end of Oct 2026, with every dividend reinvested: 4.8% a year. Taking them as cash, you'd have shares worth $7,216 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is EFR's total return since Dec 2007?
176% in total, or 5.5% a year, through Oct 2026 with dividends reinvested. The share price alone fell 34%.
How much of EFR's return came from dividends?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $8,683 better off on a $10,000 start.
What was EFR's worst year?
2008, at -44.3% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -45.8%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.