Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMOIX (Eaton Vance Municipal Opprtnts Fd Cl I) | 1.87% | 8.38% | 4.83% | 1.09% | 2.28% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMOIX (Eaton Vance Municipal Opprtnts Fd Cl I) | 06/08/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.43 | 8.38 | 4.83 | 1.09 | 2.28 | NA | NA | … | … | 1.87 | 5.03 | 3.57 | 6.28 | -9.58 | 1.39 | 4.28 | 6.76 | 1.29 | 6.17 | 0.47 | 4.29 | 14.43 | -4.73 | 9.47 | 7.83 |
| Sharpe Ratio | NA | 1.88 | 0.44 | -0.36 | 0.16 | NA | NA | … | … | 0.50 | 0.40 | -0.01 | 0.64 | -2.97 | 0.63 | 0.48 | 3.47 | -0.06 | 2.50 | 0.09 | 1.73 | 6.15 | -1.03 | 2.94 | 4.00 |
| Standard Deviation(%) | NA | 3.01 | 4.37 | 4.01 | 4.11 | NA | NA | … | … | 3.34 | 5.35 | 3.58 | 4.11 | 3.71 | 2.17 | 8.37 | 1.52 | 1.51 | 2.21 | 2.98 | 2.47 | 2.34 | 4.62 | 3.22 | 3.55 |
| Draw Down(%) | NA | 3.00 | 5.72 | 15.38 | 15.38 | NA | NA | … | … | 3.00 | 5.49 | 2.60 | 5.86 | 13.46 | 2.36 | 13.43 | 1.36 | 1.57 | 1.15 | 6.18 | 2.83 | 1.27 | 10.51 | 2.88 | 2.43 |
| Yield(%) | 0.00 | 3.36 | 3.46 | 2.71 | 2.62 | 3.15 | 2.36 | … | … | 1.16 | 3.55 | 3.50 | 3.40 | 2.34 | 1.87 | 2.40 | 2.49 | 2.50 | 2.31 | 2.29 | 2.07 | 2.58 | 2.34 | 5.08 | 1.51 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| EMOIX (Eaton Vance Municipal Opprtnts Fd Cl I) |
-2.63%
Oct 2020 – Oct 2023 |
-0.02%
Oct 2017 – Oct 2022 |
1.96%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMOIX (Eaton Vance Municipal Opprtnts Fd Cl I) |
9.33%
Aug 2013 – Aug 2016 |
7.00%
Jul 2011 – Jul 2016 |
5.19%
Jul 2011 – Jul 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart