Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EIHMX (EATON VANCE NATIONAL MUNICIPAL INCOME FUND EATON VANCE NATIONAL MUNICIPAL INCOME FUND CLASS I) | -4.17% | -3.28% | 1.44% | -0.08% | 2.33% | 3.32% | 3.44% | 4.14% |
Data as of 07/22/2025, AR inception is 01/07/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIHMX (EATON VANCE NATIONAL MUNICIPAL INCOME FUND EATON VANCE NATIONAL MUNICIPAL INCOME FUND CLASS I) | 01/07/2003 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.80 | -3.28 | 1.44 | -0.08 | 2.33 | 3.32 | 3.44 | 4.14 | -4.17 | 2.22 | 7.99 | -9.70 | 1.74 | 6.07 | 8.13 | 2.02 | 3.89 | 2.00 | 4.56 | 14.99 | -7.13 | 14.52 | 11.88 | -1.37 | 40.28 | -30.94 | -2.51 | 10.56 | 16.55 | 6.66 | 10.57 |
| Sharpe Ratio | NA | -1.07 | -0.36 | -0.48 | 0.21 | NA | NA | 0.49 | -1.49 | -1.05 | 0.75 | -2.27 | 0.94 | 0.73 | 3.08 | 0.37 | 1.35 | 0.63 | 1.92 | 5.64 | -1.19 | 4.13 | 2.37 | -0.25 | 5.02 | -1.98 | -1.19 | 2.71 | 1.80 | 1.68 | 2.34 |
| Standard Deviation(%) | NA | 6.33 | 5.32 | 4.51 | 4.34 | NA | NA | 5.83 | 7.40 | 4.15 | 5.06 | 4.89 | 1.84 | 7.97 | 2.19 | 1.92 | 2.44 | 2.85 | 2.36 | 2.66 | 6.04 | 3.53 | 5.01 | 5.92 | 8.01 | 16.06 | 4.63 | 2.70 | 7.99 | 3.40 | 4.29 |
| Draw Down(%) | NA | 6.94 | 8.26 | 15.31 | 15.31 | NA | NA | 39.89 | 6.07 | 3.08 | 6.95 | 14.83 | 2.38 | 12.00 | 1.85 | 1.33 | 1.71 | 4.85 | 2.57 | 1.76 | 14.35 | 3.03 | 5.49 | 12.01 | 7.27 | 38.66 | 7.64 | 1.73 | 1.67 | 4.35 | 3.75 |
| Yield(%) | 0.00 | 3.29 | 3.64 | 3.02 | 3.50 | 4.04 | 4.09 | 4.68 | 1.30 | 3.98 | 4.00 | 2.89 | 2.39 | 2.99 | 3.48 | 3.79 | 3.95 | 4.03 | 4.12 | 5.03 | 4.81 | 5.26 | 6.07 | 5.29 | 7.43 | 5.07 | 4.61 | 4.93 | 5.37 | 6.01 | 6.31 |
Data as of 07/22/2025, AR inception is 01/07/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIHMX (EATON VANCE NATIONAL MUNICIPAL INCOME FUND EATON VANCE NATIONAL MUNICIPAL INCOME FUND CLASS I) |
-9.37%
Dec 2005 - Dec 2008 |
-1.54%
Dec 2003 - Dec 2008 |
2.01%
Oct 2012 - Oct 2022 |
2.54%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIHMX (EATON VANCE NATIONAL MUNICIPAL INCOME FUND EATON VANCE NATIONAL MUNICIPAL INCOME FUND CLASS I) |
15.68%
Dec 2008 - Dec 2011 |
10.48%
Dec 2008 - Dec 2013 |
7.90%
Dec 2008 - Dec 2018 |
6.11%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart