What if you'd held EFR?
A $1,000 investment in Eaton Vance Senior Floating-Rate Fund Common Shares of Beneficial Interest (EFR) at the month-end close of 2003-11 would be worth $2,941 at the close of 2026-09 — +194.1% total return, dividends reinvested. The same $1,000 in the S&P 500, dividends reinvested, would be worth $11,218.
Your scenario
Result
If you'd bought $1,000 at the start of each year
Value of $1,000 invested on January 1 of each year, held to 2026-09, dividends included.
Every year, $1,000 from 2003
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2003 | $1,000 | — |
| 2004 | $1,074 | +7.4% |
| 2005 | $974 | -9.3% |
| 2006 | $1,157 | +18.8% |
| 2007 | $1,060 | -8.4% |
| 2008 | $589 | -44.5% |
| 2009 | $1,203 | +104.4% |
| 2010 | $1,434 | +19.2% |
| 2011 | $1,357 | -5.4% |
| 2012 | $1,614 | +18.9% |
| 2013 | $1,626 | +0.7% |
| 2014 | $1,574 | -3.2% |
| 2015 | $1,531 | -2.7% |
| 2016 | $1,949 | +27.2% |
| 2017 | $2,023 | +3.8% |
| 2018 | $1,883 | -6.9% |
| 2019 | $2,191 | +16.4% |
| 2020 | $2,209 | +0.8% |
| 2021 | $2,714 | +22.9% |
| 2022 | $2,206 | -18.7% |
| 2023 | $2,851 | +29.3% |
| 2024 | $3,174 | +11.3% |
| 2025 | $3,020 | -4.9% |
| 2026 | $2,991 | -0.9% |
Best and worst month-end to buy
The best single month-end close to have bought EFR was 2008-11 ($2.01): $1,000 then is $5,209 today. The worst was 2025-01 ($11.64): $1,000 then is $899.
FAQ
What would $1,000 in EFR be worth today?
A $1,000 investment in Eaton Vance Senior Floating-Rate Fund Common Shares of Beneficial Interest (EFR) at the start of 2003 would be worth about $2,941 today, a total return of +194.1%. Dividends are reinvested in these figures.
What were the best and worst years for EFR?
Eaton Vance Senior Floating-Rate Fund Common Shares of Beneficial Interest (EFR)'s strongest calendar year since 2003 was 2009, a +104.4% return — $1,000 held through that year became about $2,044 by year-end. Its weakest year was 2008, at -44.5%.
Does the calculator include dividends and splits?
Yes where available. Prices are adjusted for both stock splits and reinvested dividends (total return), the same measure brokerages use.
How much would $100 per month in EFR have grown?
Investing $100 at the end of every month since 2003-11 would have grown to about $53,393 on $27,500 invested.
Did EFR beat the S&P 500?
Over the same period, $1,000 in the S&P 500 with dividends reinvested (the S&P 500 Total Return index) would be worth $11,218. EFR trailed the S&P 500 by +73.8% in total return.
Is this investment advice?
No. Wall Street Regrets is an entertainment and education tool. Every number is a historical calculation, not a prediction, and past performance never guarantees future results.
Methodology
Eaton Vance Senior Floating-Rate Fund Common Shares of Beneficial Interest (EFR) historical total-return data from 2003-11 to 2026-09, reduced to month-end closes for the tables above.
Returns use adjusted close prices — adjusted for stock splits and reinvested dividends, the same convention used by major brokerages. End-of-day and live prices come from EODHD; parts of the deep historical series are carried over from Yahoo Finance data. A "year" scenario invests $1,000 at the prior December's month-end close and values it at the latest available month-end close. Non-USD amounts are converted at historical month-end exchange rates (EODHD): to USD on the buy date and back to your currency at the latest rate, so the return reflects the currency move as well as the asset.
Month-end resolution means intra-month extremes are not captured in tables; the calculator uses exact trading-day closes where daily data is available. Figures ignore taxes, fees, and the currency effects of non-USD listings. History is not a forecast. Wall Street Regrets is entertainment, not investment advice.
What if you'd held…
Data: adjusted close prices via EODHD and Yahoo Finance. As of 2026-09-04. Not financial advice.