Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ETKYX (Eaton Vance KY Municipal Income A) | NA | 6.33% | 5.11% | 5.68% | 4.02% | NA | NA | … | … |
Data as of 06/30/2014, Common starting date is 01/08/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ETKYX (Eaton Vance KY Municipal Income A) | 01/08/2003 | 06/30/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 6.33 | 5.11 | 5.68 | 4.02 | NA | NA | … | … | 5.88 | -1.52 | 7.57 | 7.71 | 1.14 | 21.66 | -13.42 | 1.87 | 5.18 | 3.34 | 2.70 | 6.09 |
| Sharpe Ratio | NA | 2.57 | 1.83 | 1.89 | 0.76 | NA | NA | … | … | 6.77 | -0.44 | 3.48 | 2.69 | 0.31 | 4.69 | -1.71 | -0.40 | 0.76 | 0.52 | 0.56 | 1.54 |
| Standard Deviation(%) | NA | 2.46 | 2.77 | 2.98 | 3.95 | NA | NA | … | … | 1.82 | 3.50 | 2.18 | 2.86 | 3.43 | 4.60 | 8.37 | 2.90 | 2.48 | 2.26 | 3.11 | 3.59 |
| Draw Down(%) | NA | 2.92 | 6.37 | 6.97 | 19.99 | NA | NA | … | … | 0.67 | 6.37 | 1.74 | 2.73 | 5.62 | 2.60 | 19.99 | 3.13 | 1.53 | 2.41 | 4.77 | 4.60 |
| Yield(%) | 0.00 | 3.73 | 4.06 | 4.28 | 4.12 | 3.13 | 2.35 | … | … | 1.74 | 3.82 | 3.93 | 3.99 | 4.21 | 5.07 | 4.31 | 4.19 | 4.39 | 4.54 | 4.59 | 4.76 |
Data as of 06/30/2014, Common starting date is 01/08/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETKYX (Eaton Vance KY Municipal Income A) |
-2.47%
Dec 2005 – Dec 2008 |
-0.31%
Dec 2003 – Dec 2008 |
3.29%
Dec 2003 – Dec 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETKYX (Eaton Vance KY Municipal Income A) |
9.85%
Dec 2008 – Dec 2011 |
7.02%
Dec 2008 – Dec 2013 |
4.07%
May 2004 – May 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
