Eaton Vance Duration Income Fund (EVV) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Eaton Vance Duration Income Fund (EVV) ten years ago, at the end of Oct 2016, was worth $15,670 at the end of Oct 2026 with every dividend reinvested: 4.6% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $30,391 reinvested (6.1% a year), or $20,030 taking the dividends as cash, $14,310 of it paid out along the way.
EVV became
$30,391
S&P 500: $72,756
Return a year
6.1%
S&P 500: 11.1%
Payouts reinvested
$34,294
bought more shares
Worst drop
-37.8%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | EVV total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −7.0% | $2,422 | +11.7% |
| 2025 | +10.7% | $2,799 | +17.7% |
| 2024 | +12.2% | $2,724 | +24.9% |
| 2023 | +13.3% | $2,595 | +26.2% |
| 2022 | −20.0% | $2,707 | −18.2% |
| 2021 | +14.8% | $2,563 | +28.7% |
| 2020 | +4.6% | $2,254 | +18.3% |
| 2019 | +18.9% | $1,516 | +31.2% |
| 2018 | −6.1% | $1,509 | −4.6% |
| 2017 | +6.9% | $1,523 | +21.7% |
| 2016 | +17.3% | $1,638 | +12.0% |
| 2015 | −1.2% | $1,559 | +1.2% |
| 2014 | +0.2% | $1,470 | +13.5% |
| 2013 | −0.8% | $1,354 | +32.3% |
| 2012 | +17.9% | $1,255 | +16.0% |
| 2011 | +2.4% | $1,127 | +1.9% |
| 2010 | +17.5% | $1,232 | +15.1% |
| 2009 | +68.9% | $1,153 | +26.4% |
| 2008 | −26.7% | $895 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: EVV total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Eaton Vance Duration Income Fund (EVV) at the end of Dec 2007, with dividends reinvested, was worth $30,391 at the end of Oct 2026: 6.1% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, EVV turned $10,000 into $15,670 with dividends reinvested, 4.6% a year.
- Over the 5 years to Oct 2026, EVV returned 1.1% a year with dividends reinvested (S&P 500: 12.0%).
- Taking EVV's dividends as cash instead of reinvesting them, the same $10,000 ended at $20,030, including $14,310 of cash received; reinvesting added $10,362.
- EVV's best calendar year in that time was 2009 (68.9%) and its worst 2008 (-26.7%), with dividends reinvested.
Cite this page
SmarterDividends, "Eaton Vance Duration Income Fund (EVV) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/EVV/total-return
EVV total return questions
If I invested $10,000 in EVV 10 years ago, how much would I have?
About $15,670 at the end of Oct 2026, with every dividend reinvested: 4.6% a year. Taking them as cash, you'd have shares worth $6,421 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is EVV's total return since Dec 2007?
204% in total, or 6.1% a year, through Oct 2026 with dividends reinvested. The share price alone fell 43%.
How much of EVV's return came from dividends?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $10,362 better off on a $10,000 start.
What was EVV's worst year?
2008, at -26.7% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -37.8%.
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.