Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVKYX (Eaton Vance KY Municipal Income B) | NA | 5.64% | 4.37% | 4.86% | 3.24% | 3.33% | NA | … | … |
Data as of 06/30/2014, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVKYX (Eaton Vance KY 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 (%) | 0.31 | 5.64 | 4.37 | 4.86 | 3.24 | 3.33 | NA | … | … | 5.57 | -2.28 | 6.80 | 6.95 | 0.07 | 20.80 | -14.11 | 1.16 | 4.49 | 2.53 | 2.09 | 4.60 | 7.63 | 2.31 | 8.39 | -3.89 | 4.45 | 8.92 | 4.71 |
| Sharpe Ratio | NA | 2.37 | 1.61 | 1.66 | 0.57 | NA | NA | … | … | 6.34 | -0.69 | 3.24 | 2.46 | 0.00 | 4.55 | -1.79 | -0.68 | 0.52 | 0.17 | 0.38 | 1.17 | 1.89 | -0.01 | 1.54 | -2.84 | 0.48 | -17.29 | 1.57 |
| Standard Deviation(%) | NA | 2.37 | 2.70 | 2.90 | 3.89 | NA | NA | … | … | 1.83 | 3.36 | 2.10 | 2.82 | 3.30 | 4.56 | 8.36 | 2.77 | 2.31 | 2.08 | 3.04 | 3.34 | 3.46 | 2.80 | 2.82 | 2.51 | 2.38 | 2.67 | 3.58 |
| Draw Down(%) | NA | 2.99 | 6.58 | 7.08 | 20.62 | NA | NA | … | … | 0.73 | 6.58 | 1.72 | 2.64 | 5.70 | 2.76 | 20.62 | 3.40 | 1.69 | 2.56 | 5.09 | 4.96 | 4.53 | 3.90 | 4.16 | 5.43 | 1.51 | 2.30 | 1.89 |
| Yield(%) | 0.00 | 3.05 | 3.29 | 3.45 | 3.36 | 3.53 | 3.44 | … | … | 1.42 | 3.08 | 3.13 | 3.31 | 3.24 | 4.25 | 3.51 | 3.43 | 3.68 | 3.77 | 4.06 | 4.01 | 4.23 | 4.26 | 4.73 | 4.34 | 4.35 | 4.48 | 2.24 |
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 |
|---|---|---|---|---|
| EVKYX (Eaton Vance KY Municipal Income B) |
-3.17%
Dec 2005 – Dec 2008 |
-1.01%
Dec 2003 – Dec 2008 |
1.32%
Dec 1998 – Dec 2008 |
2.80%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVKYX (Eaton Vance KY Municipal Income B) |
8.94%
Dec 2008 – Dec 2011 |
6.18%
Dec 2008 – Dec 2013 |
4.32%
Aug 1996 – Aug 2006 |
3.72%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison Chart