Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EACAX (EATON VANCE CALIFORNIA MUNICIPAL OPPORTUNITIES FUND EATON VANCE CALIFORNIA MUNICIPAL OPPORTUNITIES F) | 1.56% | 7.12% | 3.76% | 1.06% | 2.07% | 3.57% | 3.11% | … | … |
Data as of 06/05/2026, Common starting date is 06/29/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EACAX (EATON VANCE CALIFORNIA MUNICIPAL OPPORTUNITIES FUND EATON VANCE CALIFORNIA MUNICIPAL OPPORTUNITIES F) | 06/29/1994 | 06/05/2026 |
| 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 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 7.12 | 3.76 | 1.06 | 2.07 | 3.57 | 3.11 | … | … | 1.56 | 2.97 | 2.69 | 6.44 | -7.77 | 0.18 | 5.06 | 7.92 | 1.06 | 4.58 | 0.70 | 4.63 | 12.34 | -4.87 | 11.02 | 12.39 | -1.55 | 24.75 | -18.73 | -0.30 | 6.50 | 5.01 | 3.57 | 5.26 | 8.81 | 3.48 | 14.59 | -6.85 | 6.36 | 11.81 | 3.97 | 19.76 | -1.34 |
| Sharpe Ratio | NA | 1.44 | 0.19 | -0.38 | 0.12 | NA | NA | … | … | 0.25 | 0.02 | -0.29 | 0.71 | -2.54 | 0.09 | 0.80 | 3.26 | -0.16 | 1.64 | 0.17 | 2.22 | 5.35 | -1.01 | 3.58 | 3.17 | -0.33 | 4.45 | -1.76 | -1.05 | 1.34 | 1.10 | 0.70 | 1.14 | 1.84 | 0.28 | 3.00 | -2.72 | 0.82 | 2.20 | 0.06 | 3.13 | -1.00 |
| Standard Deviation(%) | NA | 3.01 | 4.29 | 3.90 | 3.66 | NA | NA | … | … | 3.39 | 5.53 | 3.21 | 3.95 | 3.63 | 1.74 | 5.98 | 1.98 | 1.96 | 2.40 | 2.95 | 2.07 | 2.30 | 4.86 | 3.09 | 3.90 | 4.93 | 5.54 | 11.18 | 3.28 | 2.31 | 2.50 | 3.68 | 3.99 | 4.17 | 3.69 | 3.45 | 3.75 | 3.54 | 3.69 | 5.03 | 5.05 | 6.11 |
| Draw Down(%) | NA | 2.93 | 6.33 | 12.86 | 12.86 | NA | NA | … | … | 2.93 | 6.00 | 2.34 | 5.24 | 12.03 | 2.24 | 9.30 | 1.56 | 1.96 | 1.70 | 6.51 | 2.06 | 1.43 | 10.76 | 2.53 | 4.63 | 10.30 | 5.14 | 25.41 | 5.35 | 1.55 | 2.35 | 5.92 | 5.93 | 5.64 | 5.03 | 4.11 | 8.92 | 2.37 | 2.30 | 5.41 | 3.74 | 7.61 |
| Yield(%) | 0.00 | 3.33 | 3.33 | 2.56 | 2.46 | 3.23 | 3.18 | … | … | 1.15 | 3.44 | 3.32 | 3.27 | 1.88 | 1.17 | 1.83 | 2.76 | 2.57 | 2.58 | 2.69 | 3.55 | 4.10 | 3.66 | 3.91 | 4.77 | 4.26 | 5.36 | 4.30 | 4.56 | 6.08 | 4.64 | 4.64 | 4.86 | 4.74 | 5.00 | 5.65 | 4.98 | 5.20 | 5.66 | 5.64 | 6.39 | 3.64 |
Data as of 06/05/2026, Common starting date is 06/29/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EACAX (EATON VANCE CALIFORNIA MUNICIPAL OPPORTUNITIES FUND EATON VANCE CALIFORNIA MUNICIPAL OPPORTUNITIES F) |
-4.79%
Dec 2005 – Dec 2008 |
-1.26%
Dec 2003 – Dec 2008 |
1.73%
Dec 1998 – Dec 2008 |
2.65%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EACAX (EATON VANCE CALIFORNIA MUNICIPAL OPPORTUNITIES FUND EATON VANCE CALIFORNIA MUNICIPAL OPPORTUNITIES F) |
11.66%
Nov 1994 – Nov 1997 |
7.83%
Dec 2008 – Dec 2013 |
6.87%
Nov 1994 – Nov 2004 |
5.38%
Dec 1994 – Dec 2009 |
Annualized Rolling Returns Comparison Chart