Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EIPAX (Eaton Vance Pennsylvania Muncpls Fd Cl i) | -3.76% | -2.81% | 1.19% | -0.22% | 1.52% | 2.37% | NA | 2.07% |
Data as of 07/17/2025, AR inception is 03/28/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIPAX (Eaton Vance Pennsylvania Muncpls Fd Cl i) | 03/28/2008 | 07/17/2025 |
| 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 (%) | -1.21 | -2.81 | 1.19 | -0.22 | 1.52 | 2.37 | NA | 2.07 | -3.76 | 2.30 | 6.15 | -9.22 | 1.84 | 4.91 | 6.01 | 1.99 | 2.42 | 0.27 | 3.62 | 8.14 | -1.21 | 8.79 | 8.33 | -4.23 | 26.45 | -20.34 |
| Sharpe Ratio | NA | -0.80 | -0.36 | -0.49 | 0.05 | NA | NA | 0.26 | -1.13 | -1.11 | 0.43 | -2.46 | 0.99 | 0.70 | 2.55 | 0.38 | 0.85 | 0.02 | 1.90 | 3.77 | -0.33 | 2.94 | 1.82 | -0.90 | 3.99 | -2.19 |
| Standard Deviation(%) | NA | 6.21 | 4.93 | 4.17 | 3.85 | NA | NA | 4.70 | 7.46 | 3.86 | 4.45 | 4.33 | 1.83 | 6.62 | 1.81 | 1.78 | 2.11 | 2.50 | 1.89 | 2.15 | 3.79 | 3.00 | 4.56 | 4.78 | 6.60 | 12.10 |
| Draw Down(%) | NA | 6.83 | 7.64 | 14.37 | 14.37 | NA | NA | 30.04 | 6.12 | 2.90 | 6.53 | 14.04 | 2.14 | 9.90 | 1.37 | 1.28 | 1.51 | 4.94 | 1.31 | 1.09 | 6.43 | 2.33 | 4.51 | 7.22 | 5.40 | 30.04 |
| Yield(%) | 0.00 | 3.31 | 3.42 | 2.93 | 3.33 | 3.62 | 2.72 | 3.20 | 1.31 | 3.90 | 3.63 | 2.70 | 2.60 | 3.09 | 3.69 | 4.00 | 3.99 | 3.87 | 4.08 | 4.37 | 4.20 | 4.40 | 5.09 | 2.05 | 0.00 | 0.39 |
Data as of 07/17/2025, AR inception is 03/28/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIPAX (Eaton Vance Pennsylvania Muncpls Fd Cl i) |
-2.84%
Oct 2020 - Oct 2023 |
-0.01%
Oct 2017 - Oct 2022 |
1.31%
Oct 2012 - Oct 2022 |
1.82%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIPAX (Eaton Vance Pennsylvania Muncpls Fd Cl i) |
9.47%
Dec 2008 - Dec 2011 |
7.11%
Dec 2008 - Dec 2013 |
5.16%
Dec 2008 - Dec 2018 |
4.02%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart