Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVALX (Eaton Vance AL Municipal Income B) | NA | 5.97% | 3.67% | 4.56% | 3.47% | 3.74% | NA | … | … |
Data as of 06/30/2014, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVALX (Eaton Vance AL Municipal Income B) | 06/21/1996 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 5.97 | 3.67 | 4.56 | 3.47 | 3.74 | NA | … | … | 6.91 | -5.83 | 6.67 | 7.69 | 0.01 | 21.54 | -12.42 | 1.03 | 5.83 | 2.88 | 2.36 | 4.84 | 7.35 | 3.36 | 12.46 | -5.83 | 3.94 | 8.23 | 4.97 |
| Sharpe Ratio | NA | 2.17 | 1.18 | 1.42 | 0.59 | NA | NA | … | … | 6.82 | -1.47 | 2.74 | 2.53 | -0.02 | 4.84 | -1.49 | -0.68 | 1.17 | 0.32 | 0.45 | 1.34 | 1.88 | 0.34 | 2.94 | -3.01 | 0.21 | -15.84 | 1.66 |
| Standard Deviation(%) | NA | 2.74 | 3.09 | 3.17 | 4.11 | NA | NA | … | … | 2.13 | 4.00 | 2.43 | 3.02 | 3.35 | 4.43 | 8.92 | 2.93 | 2.18 | 2.24 | 3.14 | 3.10 | 3.32 | 3.07 | 2.86 | 3.00 | 2.92 | 2.95 | 3.70 |
| Draw Down(%) | NA | 3.96 | 10.63 | 10.63 | 19.76 | NA | NA | … | … | 0.84 | 9.88 | 2.40 | 3.33 | 7.08 | 3.43 | 19.76 | 4.09 | 1.39 | 2.10 | 5.32 | 4.62 | 4.07 | 3.79 | 3.16 | 7.12 | 1.85 | 2.65 | 1.89 |
| Yield(%) | 0.00 | 2.82 | 3.16 | 3.34 | 3.38 | 3.64 | 3.46 | … | … | 1.31 | 2.77 | 3.23 | 3.25 | 3.13 | 4.09 | 3.43 | 3.56 | 3.85 | 3.48 | 4.01 | 4.00 | 4.17 | 4.16 | 4.55 | 4.16 | 4.20 | 4.37 | 2.23 |
Data as of 06/30/2014, 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 |
|---|---|---|---|---|
| EVALX (Eaton Vance AL Municipal Income B) |
-2.17%
Dec 2005 – Dec 2008 |
-0.28%
Dec 2003 – Dec 2008 |
1.97%
Dec 1998 – Dec 2008 |
3.06%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVALX (Eaton Vance AL Municipal Income B) |
9.39%
Dec 2008 – Dec 2011 |
6.54%
Jan 2000 – Jan 2005 |
4.75%
Jan 2000 – Jan 2010 |
4.16%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison Chart