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EACAX: EATON VANCE CALIFORNIA MUNICIPAL OPPORTUNITIES FUND EATON VANCE CALIFORNIA MUNICIPAL OPPORTUNITIES F (MUTUAL FUND)
Basic Info 10.13 0.01(0.10%) June 05
| Asset Class: | Muni California Long |
| MyPlanIQ Rating: | (24%) |
| Start Date: | 06/29/1994 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.62% |
| Expenses | 0.46% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 1.6 | 7.1 | 3.8 | 1.1 | 2.1 | 3.6 | 3.1 | 4.3 | 3.0 | 2.7 | 6.4 | -7.8 | 0.2 | 5.1 | 7.9 | 1.1 | 4.6 | 0.7 | 4.6 | 12.3 | -4.9 | 11.0 | 12.4 | -1.5 | 24.7 | -18.7 | -0.3 | 6.5 | 5.0 | 3.6 | 5.3 | 8.8 | 3.5 | 14.6 | -6.9 | 6.4 | 11.8 | 4.0 | 19.8 | -1.3 |
| Sharpe Ratio | NA | 0.35 | 1.5 | 0.12 | -0.38 | 0.11 | NA | NA | 0.59 | 0.02 | -0.29 | 0.71 | -2.54 | 0.09 | 0.8 | 3.26 | -0.16 | 1.64 | 0.17 | 2.22 | 5.35 | -1.01 | 3.58 | 3.17 | -0.33 | 4.45 | -1.76 | -1.05 | 1.34 | 1.1 | 0.7 | 1.14 | 1.84 | 0.28 | 3.0 | -2.72 | 0.82 | 2.2 | 0.06 | 3.13 | -1.0 |
| Draw Down(%) | NA | 2.9 | 2.9 | 6.3 | 12.9 | 12.9 | NA | NA | 25.4 | 6.0 | 2.3 | 5.2 | 12.0 | 2.2 | 9.3 | 1.6 | 2.0 | 1.7 | 6.5 | 2.1 | 1.4 | 10.8 | 2.5 | 4.6 | 10.3 | 5.1 | 25.4 | 5.3 | 1.6 | 2.4 | 5.9 | 5.9 | 5.6 | 5.0 | 4.1 | 8.9 | 2.4 | 2.3 | 5.4 | 3.7 | 7.6 |
| Standard Deviation(%) | NA | 3.3 | 3.0 | 4.3 | 3.9 | 3.7 | NA | NA | 4.3 | 5.5 | 3.2 | 3.9 | 3.6 | 1.7 | 6.0 | 2.0 | 2.0 | 2.4 | 3.0 | 2.1 | 2.3 | 4.9 | 3.1 | 3.9 | 4.9 | 5.5 | 11.2 | 3.3 | 2.3 | 2.5 | 3.7 | 4.0 | 4.2 | 3.7 | 3.5 | 3.8 | 3.5 | 3.7 | 5.0 | 5.0 | 6.1 |
| Treynor Ratio | NA | 0.01 | 0.05 | 0.01 | -0.02 | 0.01 | NA | NA | 0.03 | 0.0 | -0.01 | 0.04 | -0.14 | 0.0 | 0.07 | 0.08 | 0.0 | 0.05 | 0.01 | 0.06 | 0.13 | -0.04 | 0.1 | 0.1 | -0.01 | 0.22 | -0.14 | -0.03 | 0.04 | 0.04 | 0.03 | 0.05 | 0.07 | 0.01 | 0.1 | -0.09 | 0.03 | 0.09 | 0.0 | 0.18 | -0.08 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | 0.03 | -0.04 | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 |
| Beta | NA | 0.92 | 0.91 | 0.9 | 0.82 | 0.76 | NA | NA | 0.93 | 0.99 | 0.81 | 0.8 | 0.64 | 0.84 | 0.66 | 0.85 | 0.84 | 0.83 | 0.85 | 0.74 | 0.96 | 1.2 | 1.16 | 1.2 | 1.33 | 1.11 | 1.44 | 0.99 | 0.84 | 0.75 | 0.79 | 0.9 | 1.05 | 1.11 | 1.04 | 1.15 | 1.01 | 0.94 | 0.83 | 0.88 | 0.75 |
| RSquared | NA | 0.94 | 0.9 | 0.94 | 0.91 | 0.9 | NA | NA | 0.81 | 0.97 | 0.93 | 0.92 | 0.89 | 0.75 | 0.95 | 0.86 | 0.82 | 0.88 | 0.91 | 0.77 | 0.82 | 0.94 | 0.84 | 0.79 | 0.87 | 0.62 | 0.86 | 0.81 | 0.82 | 0.73 | 0.8 | 0.83 | 0.9 | 0.89 | 0.86 | 0.89 | 0.91 | 0.84 | 0.85 | 0.8 | 0.87 |
| Yield(%) | N/A | 1.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.4 | 3.3 | 3.3 | 1.9 | 1.2 | 1.8 | 2.8 | 2.6 | 2.6 | 2.7 | 3.5 | 4.1 | 3.7 | 3.9 | 4.8 | 4.3 | 5.4 | 4.3 | 4.6 | 6.1 | 4.6 | 4.6 | 4.9 | 4.7 | 5.0 | 5.7 | 5.0 | 5.2 | 5.7 | 5.6 | 6.4 | 3.6 |
| Dividend Growth(%) | N/A | -66.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.2 | 4.3 | 57.8 | 58.5 | -34.0 | -30.4 | 6.0 | 1.7 | -6.3 | -23.5 | -6.2 | 2.4 | 0.3 | -12.0 | 5.6 | -6.4 | -2.7 | -10.0 | -24.7 | 31.3 | -1.0 | -4.1 | 6.2 | -6.9 | -3.4 | 0.0 | -3.6 | -2.2 | -1.8 | -0.2 | 66.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/27/1994
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni California Long Asset Class Trend Rankings |
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