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EFR correlations (Eaton Vance Senior Floating-Rate Fund)

Every correlation that matters for EFR: the assets it tracks, the ones that offset it, and where it sits among 4756 US stocks and ETFs.

Data as of 2026-08-27 · refreshed every trading day · US Listed

Volatility (ann.)
10.7%
3y weekly
Beta vs S&P 500
0.45
3y weekly
1-year return
-2.3%
price, adjusted
5-year return
+16.8%
price, adjusted
Market cap
$0.3B
latest
P/E ratio
20.6
trailing
Dividend yield
9.21%
trailing
Max drawdown
-18.3%
3y, daily closes
-8%0%+0%2025-09-052026-08-27
EFR over the last 12 months, weekly closes indexed to 100 at the start.

Stocks and ETFs most correlated with EFR

AssetCorrelation (3Y)
EFTEaton Vance Floating Rate Income Trust0.88
EVFEaton Vance Senior Income Trust0.79
FRABlackrock Floating Rate Income Strategies Fund Inc0.74
JFRNuveen Floating Rate Income Fund0.73
JQCNuveen Credit Strategies Income Fund Shares of Beneficial0.73

Best diversifiers for EFR

If the goal is offsetting EFR, these tracked assets have historically moved the most on their own terms.

AssetCorrelation (3Y)
VXZiPath Series B S&P 500 VIX Mid-Term Futures ETN-0.55
VXXiPath Series B S&P 500 VIX Short-Term Futures ETN-0.54
FNGDMicroSectors FANG Index -3X Inverse Leveraged ETNs due-0.48

EFR vs benchmarks

EFR vs SPY 0.61 EFR vs QQQ 0.53

Get EFR data as JSON

Free API · no key required
$ curl https://www.pairbook.io/api/v1/symbols/efr.json

Correlations, diversifiers, beta and volatility for EFR, plus one endpoint per pair. API documentation.