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EINJX: Eaton Vance New Jersey Municipls Fd Cl I (MUTUAL FUND)
Basic Info 8.64 0.02(0.23%) June 05
| Asset Class: | Muni New Jersey |
| MyPlanIQ Rating: | (72%) |
| Start Date: | 04/10/2008 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.65% |
| Expenses | 0.69% |
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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 | Since 04/10/2008 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 1.5 | 8.2 | 3.6 | 0.6 | 2.3 | 3.4 | 3.0 | 3.6 | 1.9 | 6.0 | -9.7 | 1.5 | 5.6 | 8.5 | 2.1 | 5.1 | 0.8 | 3.7 | 8.4 | -2.9 | 11.9 | 9.8 | -3.5 | 32.5 | -22.2 |
| Sharpe Ratio | NA | 0.35 | 1.84 | 0.08 | -0.48 | 0.15 | NA | 0.44 | 0.13 | -0.5 | 0.64 | -2.66 | 0.82 | 0.61 | 3.23 | 0.36 | 1.98 | 0.22 | 1.94 | 4.18 | -0.7 | 4.11 | 2.42 | -0.79 | 5.52 | -2.47 |
| Draw Down(%) | NA | 2.6 | 2.6 | 6.8 | 14.5 | 14.5 | NA | 28.8 | 6.2 | 2.5 | 5.3 | 14.0 | 2.3 | 13.0 | 1.8 | 1.5 | 1.2 | 5.0 | 1.4 | 1.3 | 8.0 | 1.9 | 4.6 | 8.6 | 4.6 | 28.8 |
| Standard Deviation(%) | NA | 3.1 | 3.0 | 4.4 | 4.1 | 4.2 | NA | 4.7 | 5.9 | 3.4 | 3.6 | 4.2 | 1.8 | 8.7 | 2.2 | 1.9 | 2.3 | 2.6 | 1.9 | 2.0 | 4.1 | 2.9 | 4.1 | 4.5 | 5.9 | 12.1 |
| Treynor Ratio | NA | 0.01 | 0.06 | 0.0 | -0.02 | 0.01 | NA | 0.02 | 0.01 | -0.02 | 0.03 | -0.15 | 0.02 | 0.05 | 0.08 | 0.01 | 0.06 | 0.01 | 0.06 | 0.13 | -0.03 | 0.14 | 0.09 | -0.03 | 0.25 | -0.17 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.02 | 0.0 | -0.02 | 0.05 | -0.1 |
| Beta | NA | 0.89 | 0.93 | 0.91 | 0.86 | 0.89 | NA | 1.0 | 1.06 | 0.86 | 0.72 | 0.76 | 0.87 | 0.98 | 0.9 | 0.75 | 0.73 | 0.75 | 0.6 | 0.66 | 0.99 | 0.83 | 1.11 | 1.22 | 1.3 | 1.72 |
| RSquared | NA | 0.88 | 0.86 | 0.91 | 0.9 | 0.91 | NA | 0.73 | 0.95 | 0.91 | 0.92 | 0.92 | 0.79 | 0.97 | 0.8 | 0.75 | 0.76 | 0.85 | 0.61 | 0.55 | 0.78 | 0.46 | 0.5 | 0.63 | 0.61 | 0.75 |
| Yield(%) | N/A | 1.2 | 3.4 | 3.3 | 2.7 | 3.0 | 3.6 | N/A | 3.5 | 3.3 | 3.1 | 2.4 | 2.4 | 2.9 | 3.2 | 3.5 | 3.8 | 3.7 | 3.8 | 4.0 | 4.1 | 4.5 | 5.1 | 2.1 | 6.3 | 3.7 |
| Dividend Growth(%) | N/A | -66.3 | -7.4 | 15.7 | -13.9 | N/A | N/A | N/A | 2.7 | 9.4 | 14.6 | -0.0 | -15.6 | -3.8 | -11.6 | -6.5 | -0.1 | -3.1 | 0.8 | -10.3 | -2.0 | -8.4 | 129.0 | -58.0 | 28.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/10/2008
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See Muni New Jersey Asset Class Trend Rankings |
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