Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEV (Eaton Vance California MIT) | 4.79% | 13.27% | 6.55% | -0.54% | 1.57% | 4.15% | 3.84% | … | … |
Data as of 06/04/2026, Common starting date is 01/27/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEV (Eaton Vance California MIT) | 01/27/1999 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 13.27 | 6.55 | -0.54 | 1.57 | 4.15 | 3.84 | … | … | 4.79 | 6.23 | 2.31 | 8.24 | -22.57 | 3.15 | 5.94 | 27.07 | -5.13 | 2.82 | -3.67 | 7.76 | 23.82 | -16.23 | 15.99 | 20.63 | 8.34 | 66.97 | -38.81 | -7.31 | 13.26 | -1.79 | 5.22 | 16.84 | 6.16 | 24.11 | 16.17 | -24.08 |
| Sharpe Ratio | NA | 1.22 | 0.42 | -0.27 | -0.01 | NA | NA | … | … | 0.99 | 0.38 | -0.13 | 0.43 | -1.74 | 0.30 | 0.17 | 3.19 | -1.04 | 0.28 | -0.33 | 0.69 | 2.61 | -0.95 | 1.28 | 1.25 | 0.50 | 2.57 | -0.78 | -0.87 | 1.05 | -0.37 | 0.32 | 1.49 | 0.41 | 1.37 | 0.53 | -1.27 |
| Standard Deviation(%) | NA | 9.66 | 10.08 | 11.12 | 14.31 | NA | NA | … | … | 11.57 | 8.90 | 10.31 | 10.87 | 13.84 | 10.29 | 33.69 | 8.04 | 6.28 | 7.82 | 11.95 | 11.15 | 9.12 | 17.21 | 12.53 | 16.46 | 16.60 | 25.99 | 50.81 | 12.07 | 9.40 | 10.89 | 13.07 | 10.84 | 12.22 | 16.12 | 22.71 | 22.83 |
| Draw Down(%) | NA | 8.01 | 12.42 | 32.92 | 32.92 | NA | NA | … | … | 8.01 | 8.50 | 8.70 | 14.51 | 30.80 | 6.15 | 25.92 | 4.63 | 8.66 | 6.16 | 16.22 | 8.10 | 3.64 | 26.47 | 7.86 | 7.29 | 17.70 | 16.97 | 55.99 | 15.34 | 11.18 | 11.56 | 13.63 | 12.41 | 11.73 | 10.25 | 14.24 | 27.71 |
| Yield(%) | 0.00 | 6.24 | 5.51 | 3.94 | 3.79 | 5.12 | 4.48 | … | … | 2.49 | 5.92 | 5.38 | 4.26 | 3.77 | 4.12 | 4.08 | 4.75 | 3.87 | 3.97 | 4.46 | 5.55 | 6.63 | 5.48 | 6.42 | 7.79 | 7.41 | 9.97 | 5.07 | 4.49 | 5.21 | 5.77 | 6.80 | 6.80 | 6.59 | 6.11 | 6.39 | 3.79 |
Data as of 06/04/2026, Common starting date is 01/27/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEV (Eaton Vance California MIT) |
-13.72%
Dec 2005 – Dec 2008 |
-7.87%
Dec 2003 – Dec 2008 |
0.13%
Oct 2012 – Oct 2022 |
2.93%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEV (Eaton Vance California MIT) |
29.71%
Dec 2008 – Dec 2011 |
16.22%
Dec 2008 – Dec 2013 |
10.27%
Dec 2008 – Dec 2018 |
8.16%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart