Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EITTX (EVance TABS 10-to-20 Year Laddered Muni) | NA | -8.75% | -1.03% | 2.01% | NA | NA | NA | … | … |
Data as of 01/27/2023, Common starting date is 05/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EITTX (EVance TABS 10-to-20 Year Laddered Muni) | 05/05/2015 | 01/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -8.75 | -1.03 | 2.01 | NA | NA | NA | … | … | 0.60 | -11.93 | 0.47 | 7.50 | 10.07 | 0.18 | 7.71 | 1.04 | 6.36 |
| Sharpe Ratio | NA | -2.04 | -0.26 | 0.21 | NA | NA | NA | … | … | 1.78 | -2.66 | 0.20 | 0.78 | 3.76 | -0.49 | 2.26 | 0.20 | 3.00 |
| Standard Deviation(%) | NA | 5.07 | 6.24 | 5.05 | NA | NA | NA | … | … | 3.17 | 5.03 | 2.23 | 9.27 | 2.31 | 2.35 | 3.15 | 4.17 | 3.23 |
| Draw Down(%) | NA | 14.98 | 17.34 | 17.34 | NA | NA | NA | … | … | 0.60 | 16.97 | 2.80 | 12.64 | 1.94 | 2.75 | 1.86 | 8.74 | 1.19 |
| Yield(%) | 0.00 | 2.23 | 3.03 | 3.13 | 2.42 | 1.61 | 1.21 | … | … | 0.00 | 2.17 | 3.07 | 3.79 | 3.10 | 2.74 | 2.75 | 2.82 | 1.90 |
Data as of 01/27/2023, Common starting date is 05/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EITTX (EVance TABS 10-to-20 Year Laddered Muni) |
-2.39%
Oct 2019 – Oct 2022 |
0.68%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EITTX (EVance TABS 10-to-20 Year Laddered Muni) |
7.34%
Jul 2018 – Jul 2021 |
6.03%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart