Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EALTX (Ev Tab Lad Mun A) | 0.59% | 6.73% | 3.92% | 1.20% | 2.09% | 3.89% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EALTX (Ev Tab Lad Mun A) | 02/02/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 6.73 | 3.92 | 1.20 | 2.09 | 3.89 | NA | … | … | 0.59 | 5.74 | 0.85 | 7.06 | -7.62 | 0.87 | 5.47 | 6.62 | 0.13 | 5.85 | -0.19 | 4.46 | 14.96 | -3.61 | 10.74 | 17.18 | 2.44 |
| Sharpe Ratio | NA | 1.52 | 0.24 | -0.34 | 0.11 | NA | NA | … | … | -0.39 | 0.59 | -0.77 | 0.77 | -2.22 | 0.56 | 0.66 | 3.12 | -0.68 | 1.86 | -0.11 | 1.49 | 4.91 | -0.69 | 3.42 | 4.87 | 0.65 |
| Standard Deviation(%) | NA | 2.62 | 4.28 | 3.95 | 4.07 | NA | NA | … | … | 3.21 | 4.82 | 3.59 | 4.44 | 4.09 | 1.51 | 7.86 | 1.65 | 1.85 | 2.81 | 3.66 | 2.98 | 3.04 | 5.24 | 3.15 | 3.52 | 3.92 |
| Draw Down(%) | NA | 3.64 | 6.86 | 13.52 | 13.52 | NA | NA | … | … | 3.64 | 5.23 | 2.99 | 7.61 | 12.78 | 1.88 | 11.60 | 1.56 | 2.56 | 1.98 | 7.72 | 3.94 | 2.34 | 10.27 | 2.60 | 2.74 | 6.60 |
| Yield(%) | 0.00 | 2.81 | 2.86 | 2.28 | 2.06 | 3.07 | 2.68 | … | … | 0.99 | 2.97 | 2.84 | 2.78 | 1.76 | 1.40 | 1.71 | 1.96 | 1.81 | 1.77 | 1.33 | 2.10 | 2.82 | 5.00 | 8.16 | 2.91 | 4.27 |
Data as of 06/03/2026, Common starting date is 02/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EALTX (Ev Tab Lad Mun A) |
-2.78%
Oct 2020 – Oct 2023 |
0.01%
Oct 2017 – Oct 2022 |
2.03%
Oct 2012 – Oct 2022 |
3.76%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EALTX (Ev Tab Lad Mun A) |
10.03%
Apr 2010 – Apr 2013 |
8.84%
Jan 2011 – Jan 2016 |
6.06%
Jan 2011 – Jan 2021 |
4.45%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart