Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EIORX (Eaton Vance Oregon Municpl Incm Fd Cls I) | 1.84% | 7.55% | 3.95% | 0.97% | 2.01% | 3.12% | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/11/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIORX (Eaton Vance Oregon Municpl Incm Fd Cls I) | 08/11/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.55 | 3.95 | 0.97 | 2.01 | 3.12 | NA | … | … | 1.84 | 4.49 | 1.86 | 5.09 | -8.30 | 0.88 | 5.78 | 6.52 | 2.22 | 2.09 | 2.02 | 3.30 | 11.85 | -10.75 | 12.25 | 14.24 | -7.73 |
| Sharpe Ratio | NA | 1.80 | 0.18 | -0.42 | 0.10 | NA | NA | … | … | 0.58 | 0.35 | -0.54 | 0.37 | -2.47 | 0.48 | 0.75 | 2.65 | 0.50 | 0.64 | 0.68 | 1.38 | 4.57 | -1.73 | 3.10 | 3.06 | -2.54 |
| Standard Deviation(%) | NA | 2.73 | 3.90 | 3.71 | 3.77 | NA | NA | … | … | 3.16 | 4.59 | 3.30 | 3.94 | 3.95 | 1.76 | 7.39 | 1.90 | 1.69 | 2.27 | 2.65 | 2.36 | 2.59 | 6.22 | 3.97 | 4.64 | 7.33 |
| Draw Down(%) | NA | 2.71 | 5.67 | 12.95 | 12.95 | NA | NA | … | … | 2.71 | 4.59 | 2.42 | 6.40 | 12.69 | 2.22 | 10.36 | 1.59 | 1.36 | 2.26 | 4.98 | 2.33 | 1.70 | 15.95 | 3.43 | 5.09 | 11.66 |
| Yield(%) | 0.29 | 3.68 | 3.56 | 2.83 | 2.92 | 3.55 | 2.65 | … | … | 1.45 | 3.59 | 3.55 | 3.43 | 2.29 | 1.97 | 2.60 | 3.00 | 3.33 | 3.80 | 3.43 | 3.92 | 4.46 | 4.26 | 4.62 | 5.55 | 0.41 |
Data as of 06/05/2026, Common starting date is 08/11/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIORX (Eaton Vance Oregon Municpl Incm Fd Cls I) |
-2.91%
Oct 2020 – Oct 2023 |
-0.15%
Jul 2020 – Jul 2025 |
0.99%
Oct 2012 – Oct 2022 |
2.52%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIORX (Eaton Vance Oregon Municpl Incm Fd Cls I) |
7.98%
Aug 2013 – Aug 2016 |
6.51%
Jan 2011 – Jan 2016 |
5.00%
Jan 2011 – Jan 2021 |
3.58%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart