Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVRIX (Eaton Vance RI Municipals B) | NA | 0.81% | 8.87% | 1.38% | 2.75% | 3.63% | NA | … | … |
Data as of 10/20/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVRIX (Eaton Vance RI Municipals B) | 06/21/1996 | 10/20/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.81 | 8.87 | 1.38 | 2.75 | 3.63 | NA | … | … | 6.91 | -0.75 | 22.49 | -18.04 | -0.86 | 5.32 | 2.82 | 3.28 | 4.89 | 8.18 | 3.30 | 14.13 | -6.91 | 4.95 | 8.75 | 5.41 |
| Sharpe Ratio | NA | 0.17 | 1.68 | 0.08 | 0.34 | NA | NA | … | … | 2.57 | -0.23 | 5.20 | -1.92 | -1.48 | 1.11 | 0.37 | 0.70 | 1.24 | 1.89 | 0.31 | 3.22 | -3.10 | 0.56 | -15.34 | 1.74 |
| Standard Deviation(%) | NA | 4.42 | 5.23 | 5.48 | 4.43 | NA | NA | … | … | 3.36 | 3.57 | 4.31 | 9.85 | 2.62 | 1.84 | 1.77 | 3.33 | 3.38 | 3.74 | 3.16 | 3.14 | 3.27 | 2.90 | 3.02 | 4.02 |
| Draw Down(%) | NA | 8.98 | 13.15 | 24.39 | 24.39 | NA | NA | … | … | 3.47 | 7.30 | 3.16 | 24.39 | 4.18 | 1.50 | 1.59 | 5.79 | 4.76 | 4.29 | 4.26 | 3.51 | 8.26 | 1.91 | 2.26 | 2.12 |
| Yield(%) | 0.00 | 3.15 | 3.99 | 3.20 | 3.57 | 3.95 | 3.10 | … | … | 2.40 | 3.34 | 4.38 | 3.53 | 3.31 | 3.61 | 3.76 | 4.06 | 4.07 | 4.30 | 4.17 | 4.50 | 4.01 | 4.24 | 4.47 | 2.35 |
Data as of 10/20/2011, 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 |
|---|---|---|---|---|
| EVRIX (Eaton Vance RI Municipals B) |
-5.06%
Dec 2005 – Dec 2008 |
-1.89%
Dec 2003 – Dec 2008 |
1.25%
Dec 1998 – Dec 2008 |
3.58%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVRIX (Eaton Vance RI Municipals B) |
8.80%
May 2000 – May 2003 |
7.15%
Jan 2000 – Jan 2005 |
4.95%
Aug 1996 – Aug 2006 |
3.66%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison Chart