Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XEOTX (Eaton Vance National Municipal Opportunities Trust) | 2.57% | 9.27% | 4.47% | 0.18% | 1.41% | 2.59% | NA | … | … |
Data as of 06/08/2026, Common starting date is 06/22/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XEOTX (Eaton Vance National Municipal Opportunities Trust) | 06/22/2009 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 9.27 | 4.47 | 0.18 | 1.41 | 2.59 | NA | … | … | 2.57 | 3.20 | 3.32 | 8.32 | -15.56 | 4.36 | 5.51 | 8.37 | 0.10 | 2.72 | -4.62 | -0.29 | 16.90 | -5.22 | 9.44 | 4.83 | -5.11 | 10.96 |
| Sharpe Ratio | NA | 1.86 | 0.21 | -0.42 | -0.04 | NA | NA | … | … | 0.96 | 0.05 | -0.07 | 0.78 | -2.64 | 2.10 | 0.51 | 3.44 | -0.84 | 0.97 | -1.62 | -0.14 | 7.43 | -1.17 | 3.08 | 1.20 | -1.05 | 3.99 |
| Standard Deviation(%) | NA | 3.42 | 5.67 | 5.53 | 5.30 | NA | NA | … | … | 3.71 | 6.79 | 4.47 | 6.07 | 6.45 | 2.06 | 10.35 | 2.00 | 1.52 | 2.13 | 2.98 | 2.30 | 2.27 | 4.49 | 3.07 | 3.98 | 4.94 | 5.40 |
| Draw Down(%) | NA | 3.27 | 9.34 | 21.55 | 21.55 | NA | NA | … | … | 3.27 | 7.58 | 3.33 | 9.34 | 20.90 | 2.50 | 15.59 | 1.60 | 2.13 | 1.51 | 8.01 | 4.19 | 1.11 | 11.47 | 2.87 | 4.88 | 11.17 | 7.31 |
| Yield(%) | 0.00 | 4.68 | 4.36 | 3.49 | 3.25 | 3.24 | 2.59 | … | … | 1.88 | 4.44 | 4.24 | 4.22 | 3.41 | 3.47 | 3.62 | 4.93 | 4.83 | 2.15 | 0.00 | 0.37 | 5.03 | 4.58 | 0.43 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 06/22/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEOTX (Eaton Vance National Municipal Opportunities Trust) |
-4.22%
Oct 2019 – Oct 2022 |
-0.85%
Oct 2017 – Oct 2022 |
0.26%
Oct 2012 – Oct 2022 |
1.37%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEOTX (Eaton Vance National Municipal Opportunities Trust) |
7.31%
Aug 2013 – Aug 2016 |
5.64%
Jan 2011 – Jan 2016 |
4.06%
Jan 2011 – Jan 2021 |
2.82%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart