Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EIMAX (EATON VANCE MASSACHUSETTS MUNICIPAL INCOME FUND EATON VANCE MASSACHUSETTS MUNICIPAL INCOME FUND CLAS) | 1.34% | 6.95% | 2.90% | 0.19% | 1.33% | 2.92% | 1.86% | … | … |
Data as of 06/04/2026, Common starting date is 08/13/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIMAX (EATON VANCE MASSACHUSETTS MUNICIPAL INCOME FUND EATON VANCE MASSACHUSETTS MUNICIPAL INCOME FUND CLAS) | 08/13/1993 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 6.95 | 2.90 | 0.19 | 1.33 | 2.92 | 1.86 | … | … | 1.34 | 2.82 | 0.77 | 5.95 | -9.61 | 0.57 | 4.60 | 6.47 | 0.64 | 3.62 | -0.49 | 3.70 | 11.72 | -5.26 | 10.80 | 13.82 | -2.49 | 20.71 | -23.78 | -5.37 | 7.77 | 8.00 | 4.51 | 6.06 | 9.50 | 4.66 | 13.41 | -5.91 | 6.11 | 10.68 | 2.90 | 18.18 | -8.11 | 4.07 |
| Sharpe Ratio | NA | 1.45 | 0.01 | -0.54 | -0.07 | NA | NA | … | … | 0.15 | -0.01 | -0.72 | 0.54 | -2.52 | 0.30 | 0.57 | 2.55 | -0.37 | 1.20 | -0.23 | 1.63 | 4.63 | -1.18 | 3.26 | 3.21 | -0.58 | 3.60 | -2.05 | -2.38 | 1.51 | 1.38 | 0.91 | 1.56 | 2.37 | 0.75 | 3.01 | -2.81 | 0.88 | 2.11 | -0.12 | 2.84 | -1.42 | 2.07 |
| Standard Deviation(%) | NA | 2.90 | 4.73 | 4.34 | 4.19 | NA | NA | … | … | 3.12 | 5.95 | 3.97 | 4.24 | 4.39 | 1.82 | 7.59 | 1.96 | 2.04 | 2.48 | 3.10 | 2.25 | 2.53 | 4.47 | 3.33 | 4.30 | 4.46 | 5.73 | 12.01 | 3.60 | 2.90 | 4.16 | 3.88 | 3.42 | 3.53 | 2.98 | 3.05 | 3.30 | 2.99 | 3.30 | 6.17 | 4.99 | 7.87 | 4.23 |
| Draw Down(%) | NA | 2.77 | 7.67 | 14.67 | 14.67 | NA | NA | … | … | 2.77 | 6.42 | 3.33 | 6.46 | 14.17 | 2.08 | 11.12 | 1.76 | 2.19 | 1.79 | 6.28 | 2.59 | 1.84 | 10.68 | 2.90 | 4.05 | 8.84 | 6.08 | 31.32 | 8.14 | 2.06 | 2.48 | 6.10 | 4.83 | 3.77 | 3.56 | 3.42 | 7.68 | 1.68 | 2.68 | 4.96 | 3.56 | 13.69 | 3.18 |
| Yield(%) | 0.00 | 3.42 | 3.40 | 2.72 | 2.79 | 3.50 | 2.65 | … | … | 1.20 | 3.59 | 3.45 | 3.27 | 2.32 | 1.99 | 2.63 | 3.04 | 3.17 | 3.45 | 3.50 | 3.70 | 4.29 | 3.86 | 4.19 | 5.02 | 2.07 | 0.00 | 0.00 | 1.46 | 4.66 | 4.78 | 5.38 | 5.19 | 5.30 | 5.33 | 5.78 | 5.09 | 5.25 | 5.53 | 5.45 | 6.09 | 5.53 | 2.80 |
Data as of 06/04/2026, Common starting date is 08/13/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIMAX (EATON VANCE MASSACHUSETTS MUNICIPAL INCOME FUND EATON VANCE MASSACHUSETTS MUNICIPAL INCOME FUND CLAS) |
-8.06%
Dec 2005 – Dec 2008 |
-2.59%
Dec 2003 – Dec 2008 |
0.98%
Oct 2012 – Oct 2022 |
1.31%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIMAX (EATON VANCE MASSACHUSETTS MUNICIPAL INCOME FUND EATON VANCE MASSACHUSETTS MUNICIPAL INCOME FUND CLAS) |
10.92%
Nov 1994 – Nov 1997 |
8.16%
Jan 2000 – Jan 2005 |
6.96%
Nov 1994 – Nov 2004 |
4.69%
Sep 1994 – Sep 2009 |
Annualized Rolling Returns Comparison Chart