Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EINAX (Eaton Vance Ntnl Ltd Mtrts Mncpl Fd Cl I) | 0.94% | 5.08% | 3.74% | 1.65% | 1.95% | 2.56% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/07/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EINAX (Eaton Vance Ntnl Ltd Mtrts Mncpl Fd Cl I) | 10/07/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 5.08 | 3.74 | 1.65 | 1.95 | 2.56 | NA | … | … | 0.94 | 4.40 | 2.95 | 4.18 | -4.01 | 0.78 | 3.39 | 4.94 | 1.10 | 3.81 | -0.50 | 2.34 | 6.77 | -2.05 | 5.83 | 8.33 | 1.20 | -0.86 |
| Sharpe Ratio | NA | 1.35 | 0.28 | -0.41 | 0.14 | NA | NA | … | … | -0.22 | 0.51 | -0.35 | 0.27 | -2.82 | 0.69 | 0.66 | 2.54 | -0.21 | 1.78 | -0.33 | 1.31 | 3.86 | -0.64 | 1.92 | 3.21 | 0.41 | -1.39 |
| Standard Deviation(%) | NA | 1.84 | 2.37 | 2.13 | 2.36 | NA | NA | … | … | 2.07 | 2.99 | 1.88 | 2.00 | 1.94 | 1.09 | 4.73 | 1.36 | 1.32 | 1.78 | 2.16 | 1.76 | 1.75 | 3.27 | 3.03 | 2.59 | 2.71 | 2.62 |
| Draw Down(%) | NA | 2.00 | 2.95 | 6.64 | 8.04 | NA | NA | … | … | 2.00 | 2.95 | 1.20 | 2.00 | 6.15 | 1.10 | 8.04 | 1.10 | 1.20 | 1.62 | 4.61 | 1.92 | 1.09 | 6.14 | 3.08 | 2.15 | 4.73 | 2.17 |
| Yield(%) | 0.00 | 3.07 | 3.25 | 2.65 | 2.60 | 2.90 | 2.43 | … | … | 1.04 | 3.33 | 3.43 | 3.12 | 2.07 | 1.78 | 2.52 | 2.83 | 2.89 | 2.97 | 2.72 | 3.08 | 3.44 | 3.35 | 3.50 | 3.96 | 3.65 | 0.33 |
Data as of 06/04/2026, Common starting date is 10/07/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EINAX (Eaton Vance Ntnl Ltd Mtrts Mncpl Fd Cl I) |
-0.55%
Oct 2020 – Oct 2023 |
0.77%
Oct 2017 – Oct 2022 |
1.44%
Oct 2012 – Oct 2022 |
2.31%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EINAX (Eaton Vance Ntnl Ltd Mtrts Mncpl Fd Cl I) |
5.88%
Nov 2009 – Nov 2012 |
4.53%
Jan 2011 – Jan 2016 |
3.46%
Jan 2011 – Jan 2021 |
2.85%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart