Eaton Vance Floating-Rate Income Trust (EFT) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Eaton Vance Floating-Rate Income Trust (EFT) ten years ago, at the end of Oct 2016, was worth $16,140 at the end of Oct 2026 with every dividend reinvested: 4.9% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $27,656 reinvested (5.5% a year), or $18,898 taking the dividends as cash, $12,095 of it paid out along the way.
EFT became
$27,656
S&P 500: $72,756
Return a year
5.5%
S&P 500: 11.1%
Payouts reinvested
$25,734
bought more shares
Worst drop
-45.1%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | EFT total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −0.2% | $1,625 | +11.7% |
| 2025 | −3.8% | $2,524 | +17.7% |
| 2024 | +13.2% | $2,874 | +24.9% |
| 2023 | +27.5% | $2,743 | +26.2% |
| 2022 | −19.7% | $1,855 | −18.2% |
| 2021 | +21.1% | $1,281 | +28.7% |
| 2020 | +2.3% | $1,171 | +18.3% |
| 2019 | +16.8% | $1,432 | +31.2% |
| 2018 | −6.1% | $1,123 | −4.6% |
| 2017 | +1.6% | $1,019 | +21.7% |
| 2016 | +25.9% | $1,076 | +12.0% |
| 2015 | −2.7% | $1,004 | +1.2% |
| 2014 | −3.4% | $907 | +13.5% |
| 2013 | −4.7% | $960 | +32.3% |
| 2012 | +27.7% | $952 | +16.0% |
| 2011 | −5.0% | $870 | +1.9% |
| 2010 | +20.8% | $827 | +15.1% |
| 2009 | +92.6% | $709 | +26.4% |
| 2008 | −43.5% | $783 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: EFT total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Eaton Vance Floating-Rate Income Trust (EFT) at the end of Dec 2007, with dividends reinvested, was worth $27,656 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, EFT turned $10,000 into $16,140 with dividends reinvested, 4.9% a year.
- Over the 5 years to Oct 2026, EFT returned 2.5% a year with dividends reinvested (S&P 500: 12.0%).
- Taking EFT's dividends as cash instead of reinvesting them, the same $10,000 ended at $18,898, including $12,095 of cash received; reinvesting added $8,758.
- EFT's best calendar year in that time was 2009 (92.6%) and its worst 2008 (-43.5%), with dividends reinvested.
Cite this page
SmarterDividends, "Eaton Vance Floating-Rate Income Trust (EFT) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/EFT/total-return
EFT total return questions
If I invested $10,000 in EFT 10 years ago, how much would I have?
About $16,140 at the end of Oct 2026, with every dividend reinvested: 4.9% a year. Taking them as cash, you'd have shares worth $7,365 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is EFT's total return since Dec 2007?
177% in total, or 5.5% a year, through Oct 2026 with dividends reinvested. The share price alone fell 32%.
How much of EFT's return came from dividends?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $8,758 better off on a $10,000 start.
What was EFT's worst year?
2008, at -43.5% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -45.1%.
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.