Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ECCAX (EATON VANCE CALIFORNIA MUNICIPAL OPPORTUNITIES FUND EATON VANCE CALIFORNIA MUNICIPAL OPPORTUNITIES F) | 1.57% | 6.59% | 3.07% | 0.36% | 1.33% | 2.82% | 2.37% | … | … |
Data as of 06/05/2026, Common starting date is 09/21/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECCAX (EATON VANCE CALIFORNIA MUNICIPAL OPPORTUNITIES FUND EATON VANCE CALIFORNIA MUNICIPAL OPPORTUNITIES F) | 09/21/2004 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 6.59 | 3.07 | 0.36 | 1.33 | 2.82 | 2.37 | … | … | 1.57 | 2.15 | 1.97 | 5.57 | -8.37 | -0.64 | 4.23 | 7.13 | 0.28 | 3.75 | -0.01 | 3.82 | 11.58 | -5.65 | 10.20 | 11.71 | -1.93 | 23.75 | -19.26 | -1.01 | 5.69 | 3.44 | 1.49 |
| Sharpe Ratio | NA | 1.34 | -0.04 | -0.57 | -0.09 | NA | NA | … | … | 0.37 | -0.13 | -0.53 | 0.51 | -2.73 | -0.38 | 0.67 | 2.96 | -0.56 | 1.36 | -0.08 | 1.92 | 5.10 | -1.18 | 3.40 | 3.08 | -0.41 | 4.26 | -1.81 | -1.30 | 1.05 | 0.50 | 1.03 |
| Standard Deviation(%) | NA | 2.94 | 4.22 | 3.83 | 3.61 | NA | NA | … | … | 3.25 | 5.54 | 3.08 | 3.80 | 3.60 | 1.75 | 5.95 | 1.92 | 1.97 | 2.28 | 2.91 | 1.98 | 2.27 | 4.81 | 3.01 | 3.79 | 4.91 | 5.55 | 11.12 | 3.22 | 2.18 | 2.37 | 3.88 |
| Draw Down(%) | NA | 2.96 | 6.55 | 13.70 | 13.70 | NA | NA | … | … | 2.96 | 6.05 | 2.31 | 5.62 | 12.44 | 2.33 | 9.28 | 1.59 | 2.11 | 1.89 | 6.82 | 2.17 | 1.52 | 10.93 | 2.64 | 4.65 | 10.33 | 5.20 | 25.96 | 5.73 | 1.48 | 2.83 | 1.63 |
| Yield(%) | 0.22 | 2.86 | 2.67 | 1.92 | 1.76 | 2.43 | 2.52 | … | … | 1.13 | 2.71 | 2.57 | 2.52 | 1.19 | 0.43 | 1.09 | 2.02 | 1.82 | 1.82 | 1.91 | 2.80 | 3.28 | 2.94 | 3.11 | 4.02 | 4.00 | 4.53 | 3.55 | 3.86 | 5.39 | 3.20 | 1.38 |
Data as of 06/05/2026, Common starting date is 09/21/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECCAX (EATON VANCE CALIFORNIA MUNICIPAL OPPORTUNITIES FUND EATON VANCE CALIFORNIA MUNICIPAL OPPORTUNITIES F) |
-5.47%
Dec 2005 – Dec 2008 |
-0.83%
Jul 2020 – Jul 2025 |
1.06%
Oct 2012 – Oct 2022 |
1.91%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECCAX (EATON VANCE CALIFORNIA MUNICIPAL OPPORTUNITIES FUND EATON VANCE CALIFORNIA MUNICIPAL OPPORTUNITIES F) |
10.68%
Dec 2008 – Dec 2011 |
7.11%
Dec 2008 – Dec 2013 |
5.44%
Dec 2008 – Dec 2018 |
4.09%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart