Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMOAX (Eaton Vance Municipal Opportunts Fd Cl A) | 1.79% | 8.46% | 4.56% | 0.86% | 2.04% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMOAX (Eaton Vance Municipal Opportunts Fd Cl A) | 06/08/2011 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 8.46 | 4.56 | 0.86 | 2.04 | NA | NA | … | … | 1.79 | 4.71 | 3.38 | 6.03 | -9.81 | 1.04 | 4.03 | 6.58 | 1.05 | 5.82 | 0.24 | 4.03 | 14.16 | -4.99 | 9.17 | 7.61 |
| Sharpe Ratio | NA | 1.78 | 0.39 | -0.43 | 0.10 | NA | NA | … | … | 0.46 | 0.34 | -0.07 | 0.59 | -3.05 | 0.45 | 0.45 | 3.29 | -0.22 | 2.46 | 0.01 | 1.62 | 6.02 | -1.10 | 2.90 | 3.92 |
| Standard Deviation(%) | NA | 3.00 | 4.35 | 3.99 | 4.09 | NA | NA | … | … | 3.24 | 5.38 | 3.53 | 4.04 | 3.70 | 2.25 | 8.37 | 1.55 | 1.49 | 2.11 | 3.00 | 2.47 | 2.35 | 4.57 | 3.17 | 3.51 |
| Draw Down(%) | NA | 3.00 | 5.77 | 15.58 | 15.58 | NA | NA | … | … | 3.00 | 5.52 | 2.51 | 5.97 | 13.56 | 2.46 | 13.44 | 1.29 | 1.63 | 1.28 | 6.27 | 2.84 | 1.38 | 10.60 | 2.90 | 2.55 |
| Yield(%) | 0.00 | 3.15 | 3.22 | 2.50 | 2.38 | 2.86 | 2.15 | … | … | 1.08 | 3.34 | 3.24 | 3.16 | 2.13 | 1.61 | 2.16 | 2.22 | 2.27 | 2.06 | 2.05 | 1.81 | 2.32 | 2.08 | 4.80 | 1.39 |
Data as of 06/03/2026, Common starting date is 06/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMOAX (Eaton Vance Municipal Opportunts Fd Cl A) |
-2.88%
Oct 2020 – Oct 2023 |
-0.25%
Oct 2017 – Oct 2022 |
1.70%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMOAX (Eaton Vance Municipal Opportunts Fd Cl A) |
9.03%
Aug 2013 – Aug 2016 |
6.69%
Jul 2011 – Jul 2016 |
4.91%
Jul 2011 – Jul 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart