Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EINCX (Eaton Vance North Carlna Mncpls Fd Cl i) | 1.60% | 7.76% | 3.78% | 1.00% | 1.80% | 3.03% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/28/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EINCX (Eaton Vance North Carlna Mncpls Fd Cl i) | 03/28/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 7.76 | 3.78 | 1.00 | 1.80 | 3.03 | NA | … | … | 1.60 | 4.40 | 1.57 | 5.12 | -7.58 | 1.06 | 4.73 | 6.36 | 0.83 | 2.73 | 0.77 | 3.26 | 13.10 | -6.27 | 9.59 | 11.27 | -3.04 | 20.59 | -14.58 |
| Sharpe Ratio | NA | 1.71 | 0.21 | -0.39 | 0.05 | NA | NA | … | … | 0.34 | 0.28 | -0.60 | 0.38 | -2.55 | 0.60 | 0.60 | 2.57 | -0.33 | 0.97 | 0.21 | 1.48 | 5.28 | -1.17 | 3.28 | 2.81 | -0.72 | 3.82 | -1.76 |
| Standard Deviation(%) | NA | 2.94 | 4.34 | 3.87 | 3.86 | NA | NA | … | … | 3.32 | 5.47 | 3.41 | 3.88 | 3.54 | 1.71 | 7.47 | 1.90 | 1.71 | 2.15 | 2.56 | 2.18 | 2.48 | 5.40 | 2.93 | 4.00 | 4.37 | 5.37 | 11.02 |
| Draw Down(%) | NA | 2.91 | 6.17 | 11.99 | 11.99 | NA | NA | … | … | 2.91 | 5.75 | 2.68 | 6.37 | 11.51 | 2.34 | 10.95 | 1.63 | 1.72 | 1.66 | 4.94 | 2.20 | 1.63 | 12.25 | 2.56 | 4.66 | 9.20 | 5.22 | 25.22 |
| Yield(%) | 0.00 | 3.23 | 3.23 | 2.52 | 2.66 | 3.33 | 2.73 | … | … | 1.11 | 3.43 | 3.29 | 2.84 | 1.85 | 1.90 | 2.47 | 2.77 | 3.22 | 3.39 | 3.42 | 3.62 | 4.26 | 4.16 | 4.51 | 5.22 | 2.05 | 0.00 | 0.38 |
Data as of 06/04/2026, Common starting date is 03/28/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EINCX (Eaton Vance North Carlna Mncpls Fd Cl i) |
-2.61%
Oct 2020 – Oct 2023 |
-0.06%
Jul 2020 – Jul 2025 |
1.35%
Oct 2012 – Oct 2022 |
2.28%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EINCX (Eaton Vance North Carlna Mncpls Fd Cl i) |
9.17%
Dec 2008 – Dec 2011 |
6.55%
Jan 2011 – Jan 2016 |
5.00%
Dec 2008 – Dec 2018 |
3.92%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart