Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVMAX (Eaton Vance MA Municipals B) | NA | 10.64% | 0.53% | 1.47% | 3.46% | NA | NA | … | … |
Data as of 08/03/2010, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVMAX (Eaton Vance MA Municipals B) | 06/21/1996 | 08/03/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.64 | 0.53 | 1.47 | 3.46 | NA | NA | … | … | 2.92 | 26.24 | -20.57 | -3.38 | 6.84 | 3.73 | 2.96 | 4.57 | 7.96 | 3.31 | 11.93 | -7.23 | 4.81 | 9.16 | 4.37 |
| Sharpe Ratio | NA | 3.23 | -0.02 | -0.03 | 0.36 | NA | NA | … | … | 2.72 | 4.46 | -1.77 | -1.74 | 1.26 | 0.59 | 0.54 | 1.17 | 1.96 | 0.36 | 2.84 | -3.48 | 0.53 | -15.19 | 1.45 |
| Standard Deviation(%) | NA | 3.28 | 8.11 | 6.53 | 5.16 | NA | NA | … | … | 1.82 | 5.86 | 12.08 | 3.69 | 2.82 | 2.66 | 3.75 | 3.31 | 3.50 | 2.81 | 2.78 | 3.00 | 2.78 | 3.02 | 3.42 |
| Draw Down(%) | NA | 5.62 | 28.98 | 30.47 | 30.47 | NA | NA | … | … | 1.05 | 5.62 | 28.74 | 7.36 | 2.06 | 2.74 | 6.36 | 5.02 | 4.37 | 3.70 | 3.64 | 8.20 | 1.93 | 2.65 | 1.66 |
| Yield(%) | 0.00 | 3.46 | 3.40 | 3.11 | 3.71 | 3.60 | 2.70 | … | … | 1.48 | 5.09 | 3.70 | 3.43 | 3.79 | 3.44 | 3.88 | 3.82 | 3.96 | 3.94 | 4.24 | 3.80 | 3.97 | 4.21 | 2.17 |
Data as of 08/03/2010, 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 |
|---|---|---|---|---|
| EVMAX (Eaton Vance MA Municipals B) |
-6.40%
Dec 2005 – Dec 2008 |
-2.62%
Dec 2003 – Dec 2008 |
0.59%
Dec 1998 – Dec 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVMAX (Eaton Vance MA Municipals B) |
8.73%
May 2000 – May 2003 |
6.66%
Jan 2000 – Jan 2005 |
4.75%
Aug 1996 – Aug 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart