Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXNJX (Eaton Vance NJ Ltd Maturity Munis A) | NA | 2.13% | 6.90% | 3.30% | 3.58% | NA | NA | … | … |
Data as of 10/20/2011, Common starting date is 05/04/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXNJX (Eaton Vance NJ Ltd Maturity Munis A) | 05/04/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.13 | 6.90 | 3.30 | 3.58 | NA | NA | … | … | 6.28 | 0.12 | 13.90 | -5.58 | 1.98 | 5.18 | 2.15 | 2.27 | 4.55 | 7.82 | 2.22 |
| Sharpe Ratio | NA | 0.65 | 1.94 | 0.66 | 0.73 | NA | NA | … | … | 3.17 | 0.01 | 3.60 | -1.21 | -0.55 | 1.07 | -0.01 | 0.40 | 1.12 | 2.31 | 0.66 |
| Standard Deviation(%) | NA | 3.20 | 3.52 | 3.52 | 3.17 | NA | NA | … | … | 2.47 | 2.92 | 3.83 | 5.37 | 1.91 | 1.76 | 1.81 | 3.29 | 3.45 | 2.90 | 2.33 |
| Draw Down(%) | NA | 5.59 | 6.61 | 10.31 | 10.31 | NA | NA | … | … | 1.95 | 5.71 | 3.27 | 10.31 | 1.90 | 0.87 | 1.88 | 5.49 | 5.65 | 3.72 | 3.02 |
| Yield(%) | 0.00 | 2.70 | 3.53 | 3.38 | 3.58 | 2.58 | 1.94 | … | … | 1.97 | 3.57 | 3.86 | 3.74 | 3.77 | 3.69 | 3.56 | 3.55 | 3.68 | 4.36 | 3.12 |
Data as of 10/20/2011, Common starting date is 05/04/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXNJX (Eaton Vance NJ Ltd Maturity Munis A) |
0.42%
Dec 2005 – Dec 2008 |
1.13%
Dec 2003 – Dec 2008 |
3.44%
Aug 2001 – Aug 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXNJX (Eaton Vance NJ Ltd Maturity Munis A) |
5.87%
Sep 2008 – Sep 2011 |
4.37%
Dec 2001 – Dec 2006 |
3.65%
Sep 2001 – Sep 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart