Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVNCX (EATON VANCE NORTH CAROLINA MUNICIPAL INCOME FUND EATON VANCE NORTH CAROLINA MUNICIPAL INCOME FUND CLASS B) | NA | -0.01% | 0.65% | 1.20% | 3.25% | 3.01% | 3.14% | … | … |
Data as of 04/06/2018, Common starting date is 12/13/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVNCX (EATON VANCE NORTH CAROLINA MUNICIPAL INCOME FUND EATON VANCE NORTH CAROLINA MUNICIPAL INCOME FUND CLASS B) | 12/13/1991 | 04/06/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | -0.01 | 0.65 | 1.20 | 3.25 | 3.01 | 3.14 | … | … | -1.37 | 2.44 | -0.09 | 2.32 | 11.99 | -7.15 | 8.54 | 10.17 | -1.43 | 25.36 | -15.33 | 0.57 | 6.00 | 2.37 | 1.81 | 4.04 | 6.84 | 2.95 | 11.35 | -5.67 | 4.91 | 8.49 | 2.01 | 16.70 | -9.26 | 11.48 | 7.70 | 2.77 |
| Sharpe Ratio | NA | -0.40 | 0.13 | 0.30 | 0.65 | NA | NA | … | … | -3.45 | 0.89 | -0.12 | 1.19 | 4.85 | -1.34 | 3.08 | 2.55 | -0.35 | 4.57 | -1.53 | -0.91 | 1.26 | 0.11 | 0.28 | 1.13 | 1.95 | 0.26 | 2.82 | -3.18 | 0.59 | 1.45 | -0.28 | 2.58 | -1.77 | 2.50 | 1.49 | 20.68 |
| Standard Deviation(%) | NA | 2.02 | 2.13 | 3.12 | 4.72 | NA | NA | … | … | 1.80 | 2.05 | 2.48 | 1.93 | 2.47 | 5.36 | 2.77 | 3.98 | 4.38 | 5.53 | 10.61 | 2.71 | 2.15 | 1.86 | 3.08 | 2.95 | 2.94 | 2.44 | 2.59 | 2.80 | 2.71 | 3.41 | 5.30 | 4.99 | 6.92 | 3.75 | 3.55 | 4.08 |
| Draw Down(%) | NA | 2.42 | 5.27 | 12.59 | 23.74 | NA | NA | … | … | 1.77 | 1.87 | 5.27 | 2.48 | 1.67 | 12.59 | 2.68 | 4.67 | 9.37 | 4.94 | 24.27 | 3.67 | 1.50 | 2.18 | 5.33 | 4.11 | 4.02 | 2.80 | 3.18 | 6.78 | 1.94 | 2.80 | 5.76 | 4.09 | 14.90 | 3.35 | 6.18 | 0.10 |
| Yield(%) | 0.00 | 2.18 | 2.39 | 2.61 | 3.29 | 3.30 | 3.41 | … | … | 0.60 | 2.22 | 2.48 | 2.68 | 3.24 | 3.25 | 3.53 | 4.27 | 3.58 | 4.60 | 3.60 | 3.52 | 3.68 | 3.63 | 4.00 | 3.94 | 4.12 | 4.21 | 4.68 | 4.22 | 4.34 | 4.55 | 4.47 | 5.07 | 4.90 | 5.60 | 6.10 | 0.85 |
Data as of 04/06/2018, Common starting date is 12/13/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVNCX (EATON VANCE NORTH CAROLINA MUNICIPAL INCOME FUND EATON VANCE NORTH CAROLINA MUNICIPAL INCOME FUND CLASS B) |
-3.36%
Dec 2005 – Dec 2008 |
-1.22%
Dec 2003 – Dec 2008 |
1.24%
Dec 1998 – Dec 2008 |
2.22%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVNCX (EATON VANCE NORTH CAROLINA MUNICIPAL INCOME FUND EATON VANCE NORTH CAROLINA MUNICIPAL INCOME FUND CLASS B) |
10.83%
Dec 2008 – Dec 2011 |
6.66%
Nov 2008 – Nov 2013 |
5.39%
Nov 1994 – Nov 2004 |
4.66%
Feb 1992 – Feb 2007 |
Annualized Rolling Returns Comparison Chart