Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVARX (Eaton Vance AR Municipal Income B) | NA | 4.96% | 3.16% | 4.12% | 2.62% | 3.31% | NA | … | … |
Data as of 06/30/2014, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVARX (Eaton Vance AR 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 (%) | 0.42 | 4.96 | 3.16 | 4.12 | 2.62 | 3.31 | NA | … | … | 5.71 | -3.59 | 4.83 | 7.21 | -1.30 | 26.65 | -19.51 | -0.49 | 6.77 | 2.98 | 2.67 | 5.32 | 7.36 | 3.86 | 10.69 | -4.24 | 4.47 | 8.01 | 4.81 |
| Sharpe Ratio | NA | 2.08 | 1.09 | 1.30 | 0.35 | NA | NA | … | … | 6.21 | -1.07 | 1.88 | 2.27 | -0.39 | 4.87 | -1.97 | -1.17 | 1.66 | 0.49 | 0.62 | 1.40 | 1.89 | 0.65 | 2.87 | -2.82 | 0.47 | -17.97 | 1.62 |
| Standard Deviation(%) | NA | 2.37 | 2.88 | 3.13 | 4.51 | NA | NA | … | … | 1.92 | 3.40 | 2.56 | 3.16 | 3.53 | 5.45 | 10.36 | 3.02 | 2.10 | 1.65 | 2.75 | 3.32 | 3.32 | 2.41 | 2.31 | 2.64 | 2.45 | 2.62 | 3.61 |
| Draw Down(%) | NA | 3.55 | 8.35 | 8.35 | 25.90 | NA | NA | … | … | 0.72 | 7.42 | 2.47 | 3.40 | 5.93 | 3.61 | 25.84 | 4.49 | 1.04 | 1.28 | 4.12 | 5.15 | 4.40 | 3.21 | 2.69 | 6.19 | 1.59 | 2.37 | 1.85 |
| Yield(%) | 0.00 | 3.03 | 3.16 | 3.36 | 3.31 | 3.68 | 3.50 | … | … | 1.35 | 3.02 | 3.06 | 3.56 | 3.06 | 4.28 | 3.73 | 3.41 | 3.70 | 3.88 | 4.27 | 4.18 | 4.34 | 4.29 | 4.54 | 4.17 | 4.20 | 4.36 | 2.21 |
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 |
|---|---|---|---|---|
| EVARX (Eaton Vance AR Municipal Income B) |
-5.08%
Dec 2005 – Dec 2008 |
-2.00%
Dec 2003 – Dec 2008 |
1.19%
Dec 1998 – Dec 2008 |
2.73%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVARX (Eaton Vance AR Municipal Income B) |
10.25%
Dec 2008 – Dec 2011 |
6.33%
Jan 2000 – Jan 2005 |
4.82%
Mar 1997 – Mar 2007 |
3.83%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison Chart