Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ELPNX (Eaton Vance PA Ltd Maturity Muni Inc B) | NA | 3.07% | 3.53% | 3.38% | 2.95% | 3.16% | NA | … | … |
Data as of 02/25/2013, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ELPNX (Eaton Vance PA Ltd Maturity 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 (%) | -0.10 | 3.07 | 3.53 | 3.38 | 2.95 | 3.16 | NA | … | … | 0.34 | 4.03 | 6.08 | 0.65 | 10.95 | -5.12 | 1.57 | 4.34 | 1.48 | 1.81 | 4.54 | 7.09 | 3.41 | 7.93 | -3.56 | 4.06 | 7.11 | 4.13 |
| Sharpe Ratio | NA | 1.56 | 1.54 | 0.99 | 0.65 | NA | NA | … | … | 1.69 | 2.04 | 2.74 | 0.22 | 3.42 | -1.16 | -0.89 | 0.68 | -0.40 | 0.29 | 1.16 | 2.05 | 0.51 | 2.03 | -3.22 | 0.34 | -20.57 | 1.48 |
| Standard Deviation(%) | NA | 1.87 | 2.25 | 3.23 | 2.84 | NA | NA | … | … | 1.35 | 1.97 | 2.21 | 2.54 | 3.17 | 5.20 | 1.65 | 1.53 | 1.72 | 2.99 | 3.33 | 2.93 | 2.16 | 1.92 | 2.11 | 2.20 | 2.33 | 3.03 |
| Draw Down(%) | NA | 1.72 | 5.04 | 8.91 | 10.08 | NA | NA | … | … | 0.48 | 1.74 | 1.76 | 4.29 | 2.90 | 10.08 | 1.75 | 0.81 | 1.91 | 5.24 | 5.39 | 3.62 | 2.92 | 2.13 | 4.81 | 1.47 | 2.23 | 1.28 |
| Yield(%) | 0.00 | 2.25 | 2.84 | 2.89 | 2.95 | 3.16 | 2.84 | … | … | 0.15 | 2.33 | 2.84 | 3.56 | 3.28 | 3.10 | 3.08 | 3.10 | 3.08 | 3.10 | 3.23 | 3.83 | 3.77 | 3.88 | 3.65 | 3.80 | 3.92 | 2.00 |
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 |
|---|---|---|---|---|
| ELPNX (Eaton Vance PA Ltd Maturity Muni Inc B) |
0.18%
Dec 2005 – Dec 2008 |
0.76%
Dec 2003 – Dec 2008 |
2.27%
Nov 1998 – Nov 2008 |
3.17%
Jan 1998 – Jan 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELPNX (Eaton Vance PA Ltd Maturity Muni Inc B) |
7.31%
May 2000 – May 2003 |
5.23%
Jan 2000 – Jan 2005 |
3.92%
Aug 1996 – Aug 2006 |
3.51%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison Chart