Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBMBX (EATON VANCE AMT-FREE MUNICIPAL INCOME FUND EATON VANCE AMT-FREE MUNICIPAL INCOME FUND CLASS B) | NA | 1.13% | 0.98% | 1.46% | 2.79% | 3.27% | NA | … | … |
Data as of 02/06/2018, Common starting date is 02/13/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBMBX (EATON VANCE AMT-FREE MUNICIPAL INCOME FUND EATON VANCE AMT-FREE MUNICIPAL INCOME FUND CLASS B) | 02/13/1998 | 02/06/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.37 | 1.13 | 0.98 | 1.46 | 2.79 | 3.27 | NA | … | … | -1.37 | 2.82 | -0.62 | 2.99 | 12.60 | -6.89 | 12.41 | 10.80 | -1.75 | 30.80 | -23.74 | -2.33 | 7.27 | 4.38 | 4.07 | 6.29 | 8.87 | 4.36 | 14.62 | -9.64 | 3.26 |
| Sharpe Ratio | NA | 0.20 | 0.28 | 0.41 | 0.43 | NA | NA | … | … | -3.20 | 1.34 | -0.31 | 1.46 | 5.29 | -1.41 | 3.79 | 2.45 | -0.36 | 4.52 | -1.71 | -1.27 | 1.45 | 0.81 | 0.91 | 1.46 | 2.00 | 0.54 | 2.74 | -3.21 | 0.09 |
| Standard Deviation(%) | NA | 2.00 | 2.25 | 3.03 | 5.98 | NA | NA | … | … | 4.38 | 1.62 | 2.74 | 2.03 | 2.38 | 4.90 | 3.29 | 4.40 | 5.08 | 6.79 | 14.38 | 4.34 | 2.67 | 2.62 | 3.39 | 3.81 | 3.87 | 3.58 | 3.79 | 4.06 | 3.36 |
| Draw Down(%) | NA | 1.69 | 5.90 | 11.71 | 31.57 | NA | NA | … | … | 1.37 | 1.04 | 5.90 | 2.59 | 1.54 | 11.82 | 3.15 | 5.19 | 10.23 | 6.67 | 32.43 | 7.96 | 1.83 | 2.62 | 5.58 | 4.94 | 4.87 | 4.65 | 5.09 | 11.13 | 2.24 |
| Yield(%) | 0.00 | 1.86 | 2.65 | 2.89 | 3.23 | 3.55 | 3.62 | … | … | 0.00 | 2.14 | 2.99 | 3.23 | 3.69 | 3.47 | 3.62 | 4.32 | 3.78 | 5.06 | 3.56 | 3.26 | 3.54 | 3.98 | 5.14 | 4.34 | 4.58 | 4.50 | 5.04 | 4.41 | 4.10 |
Data as of 02/06/2018, Common starting date is 02/13/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBMBX (EATON VANCE AMT-FREE MUNICIPAL INCOME FUND EATON VANCE AMT-FREE MUNICIPAL INCOME FUND CLASS B) |
-7.21%
Dec 2005 – Dec 2008 |
-2.79%
Dec 2003 – Dec 2008 |
0.83%
Dec 1998 – Dec 2008 |
3.04%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBMBX (EATON VANCE AMT-FREE MUNICIPAL INCOME FUND EATON VANCE AMT-FREE MUNICIPAL INCOME FUND CLASS B) |
12.50%
Dec 2008 – Dec 2011 |
8.31%
Dec 2008 – Dec 2013 |
4.80%
May 2000 – May 2010 |
4.99%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart