Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ENX (Eaton Vance New York MBF) | NA | 10.49% | 11.57% | 1.66% | 2.20% | 2.76% | 3.80% | … | … |
Data as of 10/28/2025, Common starting date is 08/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ENX (Eaton Vance New York MBF) | 08/30/2002 | 10/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 10.49 | 11.57 | 1.66 | 2.20 | 2.76 | 3.80 | … | … | 9.53 | 3.80 | 11.37 | -22.74 | 2.94 | 6.07 | 14.83 | -6.35 | 5.37 | -1.40 | 10.54 | 17.53 | -14.15 | 4.87 | 22.39 | -5.56 | 56.44 | -27.60 | -3.75 | 12.95 | 11.40 | 3.35 | 8.08 | -8.79 |
| Sharpe Ratio | NA | 0.65 | 0.64 | -0.05 | 0.06 | NA | NA | … | … | 0.75 | 0.02 | 0.51 | -1.73 | 0.29 | 0.28 | 1.67 | -0.86 | 0.49 | -0.15 | 1.16 | 2.52 | -1.01 | 0.37 | 1.90 | -0.35 | 2.22 | -0.57 | -0.61 | 1.12 | 1.01 | 0.19 | 0.55 | -1.66 |
| Standard Deviation(%) | NA | 11.52 | 12.70 | 12.33 | 12.42 | NA | NA | … | … | 11.69 | 10.04 | 15.15 | 14.05 | 9.98 | 20.69 | 8.01 | 8.97 | 9.67 | 11.10 | 9.10 | 6.95 | 14.03 | 13.28 | 11.79 | 16.25 | 25.34 | 49.99 | 11.44 | 8.53 | 9.03 | 12.71 | 13.29 | 15.16 |
| Draw Down(%) | NA | 9.77 | 18.67 | 33.96 | 33.96 | NA | NA | … | … | 9.77 | 5.80 | 18.67 | 29.87 | 6.40 | 21.17 | 4.10 | 10.56 | 7.87 | 15.32 | 4.56 | 3.07 | 24.78 | 13.24 | 9.28 | 18.49 | 9.86 | 50.18 | 9.60 | 6.77 | 8.14 | 17.59 | 10.30 | 11.54 |
| Yield(%) | 0.00 | 4.81 | 5.15 | 3.83 | 4.03 | 4.19 | 4.75 | … | … | 3.87 | 5.07 | 3.93 | 3.26 | 4.04 | 4.12 | 4.79 | 4.45 | 5.06 | 5.31 | 5.76 | 6.17 | 4.82 | 5.12 | 6.76 | 6.04 | 7.58 | 5.03 | 4.82 | 5.38 | 6.10 | 6.57 | 6.49 | 1.50 |
Data as of 10/28/2025, Common starting date is 08/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENX (Eaton Vance New York MBF) |
-8.54%
Oct 2020 – Oct 2023 |
-4.05%
Sep 2017 – Sep 2022 |
-0.63%
Sep 2012 – Sep 2022 |
1.48%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENX (Eaton Vance New York MBF) |
22.76%
Nov 2008 – Nov 2011 |
11.06%
Nov 2008 – Nov 2013 |
8.08%
Nov 2008 – Nov 2018 |
5.57%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart