Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ELFLX (Eaton Vance AMT-Free Ltd Mat Muni Inc B) | NA | 2.76% | 3.63% | 3.56% | 2.83% | 3.23% | NA | … | … |
Data as of 02/25/2013, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ELFLX (Eaton Vance AMT-Free Ltd Mat Muni Inc B) | 06/21/1996 | 02/25/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 2.76 | 3.63 | 3.56 | 2.83 | 3.23 | NA | … | … | 0.28 | 3.59 | 8.54 | 0.02 | 11.25 | -5.71 | 1.06 | 3.83 | 1.40 | 1.27 | 4.16 | 7.70 | 4.20 | 8.50 | -3.79 | 4.63 | 5.15 | 3.52 |
| Sharpe Ratio | NA | 1.38 | 1.33 | 0.91 | 0.55 | NA | NA | … | … | 1.19 | 1.67 | 3.22 | -0.02 | 2.88 | -1.17 | -1.29 | 0.37 | -0.43 | 0.11 | 1.05 | 2.16 | 0.96 | 1.34 | -3.16 | 0.59 | -20.32 | 1.06 |
| Standard Deviation(%) | NA | 1.95 | 2.68 | 3.70 | 3.09 | NA | NA | … | … | 1.56 | 2.14 | 2.64 | 3.13 | 3.87 | 5.65 | 1.53 | 1.44 | 1.79 | 2.84 | 3.31 | 3.06 | 1.98 | 3.34 | 2.22 | 2.23 | 2.45 | 3.10 |
| Draw Down(%) | NA | 2.02 | 7.54 | 9.50 | 10.69 | NA | NA | … | … | 0.48 | 2.57 | 2.44 | 6.69 | 3.44 | 10.69 | 1.56 | 0.72 | 2.14 | 5.01 | 5.33 | 3.85 | 2.18 | 2.24 | 5.34 | 1.58 | 2.46 | 1.47 |
| Yield(%) | 0.00 | 2.25 | 2.35 | 2.55 | 2.70 | 3.03 | 2.67 | … | … | 0.18 | 2.30 | 2.47 | 2.38 | 3.00 | 3.12 | 3.07 | 2.98 | 2.92 | 2.94 | 3.04 | 3.68 | 3.75 | 3.82 | 3.63 | 3.76 | 3.85 | 1.99 |
Data as of 02/25/2013, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELFLX (Eaton Vance AMT-Free Ltd Mat Muni Inc B) |
-0.35%
Dec 2005 – Dec 2008 |
0.32%
Dec 2003 – Dec 2008 |
2.17%
Dec 1998 – Dec 2008 |
3.19%
Nov 1996 – Nov 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELFLX (Eaton Vance AMT-Free Ltd Mat Muni Inc B) |
7.95%
May 2000 – May 2003 |
5.53%
Jan 2000 – Jan 2005 |
3.84%
Feb 2000 – Feb 2010 |
3.52%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison Chart