Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXNYX (EATON VANCE NEW YORK MUNICIPAL OPPORTUNITIES FUND EATON VANCE NEW YORK MUNICIPAL OPPORTUNITIES FUND CLASS A) | -0.21% | 5.80% | 3.14% | 0.64% | 1.77% | 2.29% | 2.43% | … | … |
Data as of 04/17/2026, Common starting date is 07/12/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXNYX (EATON VANCE NEW YORK MUNICIPAL OPPORTUNITIES FUND EATON VANCE NEW YORK MUNICIPAL OPPORTUNITIES FUND CLASS A) | 07/12/1996 | 04/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.80 | 3.14 | 0.64 | 1.77 | 2.29 | 2.43 | … | … | -0.21 | 3.72 | 2.04 | 7.06 | -9.03 | 0.98 | 4.61 | 6.96 | 1.48 | 3.17 | -0.50 | 1.99 | 4.95 | -2.06 | 4.12 | 6.64 | 2.14 | 14.92 | -7.75 | 1.50 | 5.05 | 1.70 | 2.11 | 4.80 | 8.60 | 3.78 | 10.72 | -2.50 | 5.46 | 8.06 | 3.91 |
| Sharpe Ratio | NA | 1.08 | -0.04 | -0.46 | 0.04 | NA | NA | … | … | -1.29 | 0.15 | -0.45 | 0.82 | -2.57 | 0.47 | 0.51 | 3.16 | 0.06 | 1.33 | -0.29 | 1.28 | 2.89 | -0.69 | 1.98 | 2.77 | 0.82 | 4.05 | -1.70 | -0.91 | 0.96 | -0.28 | 0.37 | 1.24 | 2.38 | 0.58 | 2.83 | -1.56 | 0.81 | 1.71 | 1.50 |
| Standard Deviation(%) | NA | 2.83 | 4.38 | 4.00 | 4.12 | NA | NA | … | … | 2.50 | 5.42 | 3.55 | 4.17 | 4.08 | 2.00 | 8.56 | 1.74 | 1.59 | 1.90 | 2.43 | 1.53 | 1.71 | 3.02 | 2.06 | 2.39 | 2.50 | 3.66 | 5.11 | 1.81 | 1.70 | 2.03 | 3.06 | 3.29 | 3.13 | 2.31 | 2.29 | 3.76 | 2.45 | 2.55 | 3.23 |
| Draw Down(%) | NA | 2.38 | 6.55 | 14.62 | 14.62 | NA | NA | … | … | 2.38 | 5.83 | 2.59 | 5.89 | 13.23 | 2.66 | 13.12 | 1.56 | 1.25 | 1.53 | 5.43 | 1.73 | 1.14 | 5.72 | 1.92 | 2.05 | 3.85 | 3.42 | 12.20 | 1.82 | 0.76 | 1.95 | 5.14 | 5.28 | 3.87 | 2.82 | 2.59 | 5.15 | 1.69 | 2.01 | 1.58 |
| Yield(%) | 0.00 | 3.11 | 3.01 | 2.37 | 2.36 | 2.62 | 2.80 | … | … | 0.54 | 3.28 | 3.05 | 2.76 | 1.93 | 1.64 | 1.97 | 2.26 | 2.47 | 2.54 | 2.65 | 2.75 | 2.99 | 2.95 | 3.11 | 3.52 | 3.74 | 4.08 | 3.84 | 3.73 | 3.71 | 3.63 | 3.63 | 3.78 | 4.39 | 4.52 | 4.78 | 4.47 | 4.40 | 4.53 | 2.18 |
Data as of 04/17/2026, Common starting date is 07/12/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXNYX (EATON VANCE NEW YORK MUNICIPAL OPPORTUNITIES FUND EATON VANCE NEW YORK MUNICIPAL OPPORTUNITIES FUND CLASS A) |
-2.64%
Oct 2020 – Oct 2023 |
-0.01%
Oct 2017 – Oct 2022 |
0.74%
Oct 2012 – Oct 2022 |
1.75%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXNYX (EATON VANCE NEW YORK MUNICIPAL OPPORTUNITIES FUND EATON VANCE NEW YORK MUNICIPAL OPPORTUNITIES FUND CLASS A) |
8.67%
May 2000 – May 2003 |
6.19%
Jan 2000 – Jan 2005 |
4.87%
Aug 1996 – Aug 2006 |
4.36%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison Chart