Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EINJX (Eaton Vance New Jersey Municipls Fd Cl I) | -2.94% | 0.62% | 1.06% | 0.21% | 2.09% | 2.83% | NA | 2.76% |
Data as of 05/30/2025, AR inception is 04/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EINJX (Eaton Vance New Jersey Municipls Fd Cl I) | 04/10/2008 | 05/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 0.62 | 1.06 | 0.21 | 2.09 | 2.83 | NA | 2.76 | -2.94 | 1.90 | 5.97 | -9.70 | 1.47 | 5.56 | 8.46 | 2.09 | 5.12 | 0.78 | 3.72 | 8.41 | -2.85 | 11.88 | 9.82 | -3.46 | 32.51 | -22.24 |
| Sharpe Ratio | NA | -0.63 | -0.54 | -0.52 | 0.14 | NA | NA | 0.38 | -1.53 | -1.37 | 0.48 | -2.65 | 0.82 | 0.61 | 3.26 | 0.40 | 1.99 | 0.22 | 1.94 | 4.18 | -0.70 | 4.11 | 2.42 | -0.79 | 5.52 | -2.47 |
| Standard Deviation(%) | NA | 6.07 | 4.66 | 3.89 | 4.16 | NA | NA | 4.76 | 8.34 | 3.42 | 3.63 | 4.20 | 1.76 | 8.72 | 2.16 | 1.95 | 2.27 | 2.63 | 1.91 | 2.01 | 4.11 | 2.90 | 4.05 | 4.46 | 5.88 | 12.10 |
| Draw Down(%) | NA | 7.59 | 7.59 | 14.48 | 14.48 | NA | NA | 28.82 | 6.47 | 2.51 | 5.25 | 13.97 | 2.33 | 12.96 | 1.76 | 1.55 | 1.19 | 5.00 | 1.38 | 1.27 | 7.97 | 1.93 | 4.62 | 8.59 | 4.55 | 28.82 |
| Yield(%) | 0.00 | 3.52 | 3.11 | 2.71 | 3.15 | 3.50 | 2.91 | 3.43 | 1.15 | 3.34 | 3.13 | 2.41 | 2.38 | 2.89 | 3.16 | 3.53 | 3.82 | 3.71 | 3.82 | 3.96 | 4.10 | 4.49 | 5.12 | 2.11 | 6.28 | 3.69 |
Data as of 05/30/2025, AR inception is 04/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EINJX (Eaton Vance New Jersey Municipls Fd Cl I) |
-2.49%
Oct 2020 - Oct 2023 |
0.36%
Feb 2020 - Feb 2025 |
1.82%
Oct 2012 - Oct 2022 |
2.77%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EINJX (Eaton Vance New Jersey Municipls Fd Cl I) |
12.00%
Dec 2008 - Dec 2011 |
8.84%
Dec 2008 - Dec 2013 |
6.39%
Dec 2008 - Dec 2018 |
4.95%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart