Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ETMAX (EATON VANCE MASSACHUSETTS MUNICIPAL INCOME FUND EATON VANCE MASSACHUSETTS MUNICIPAL INCOME FUND CLAS) | 1.25% | 7.02% | 2.68% | 0.00% | 1.12% | 2.71% | 2.48% | … | … |
Data as of 06/03/2026, Common starting date is 01/21/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ETMAX (EATON VANCE MASSACHUSETTS MUNICIPAL INCOME FUND EATON VANCE MASSACHUSETTS MUNICIPAL INCOME FUND CLAS) | 01/21/1994 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | 7.02 | 2.68 | 0.00 | 1.12 | 2.71 | 2.48 | … | … | 1.25 | 2.61 | 0.55 | 5.71 | -9.68 | 0.26 | 4.44 | 6.25 | 0.31 | 3.54 | -0.71 | 3.35 | 11.56 | -5.58 | 10.55 | 13.68 | 0.08 | 27.14 | -19.94 | -2.75 | 7.71 | 4.38 | 3.91 | 5.76 | 8.73 | 4.49 | 13.25 | -5.84 | 5.99 | 10.83 | 2.97 | 17.21 | -8.54 |
| Sharpe Ratio | NA | 1.36 | -0.04 | -0.59 | -0.12 | NA | NA | … | … | 0.08 | -0.05 | -0.77 | 0.49 | -2.52 | 0.14 | 0.55 | 2.43 | -0.54 | 1.15 | -0.31 | 1.47 | 4.66 | -1.26 | 3.24 | 3.24 | 0.00 | 4.55 | -1.72 | -1.59 | 1.49 | 0.79 | 0.75 | 1.48 | 2.08 | 0.62 | 2.79 | -2.84 | 0.82 | 2.06 | -0.15 | 2.46 | -1.83 |
| Standard Deviation(%) | NA | 2.92 | 4.70 | 4.32 | 4.17 | NA | NA | … | … | 3.24 | 5.81 | 4.00 | 4.26 | 4.43 | 1.71 | 7.56 | 1.97 | 1.99 | 2.51 | 3.00 | 2.26 | 2.48 | 4.46 | 3.26 | 4.21 | 4.61 | 5.95 | 12.15 | 3.72 | 2.90 | 2.67 | 3.92 | 3.40 | 3.65 | 3.34 | 3.23 | 3.24 | 3.06 | 3.46 | 4.65 | 5.37 | 6.66 |
| Draw Down(%) | NA | 2.90 | 7.61 | 14.87 | 14.87 | NA | NA | … | … | 2.90 | 6.32 | 3.21 | 6.71 | 14.20 | 2.08 | 11.02 | 1.87 | 2.21 | 1.79 | 6.36 | 2.61 | 1.86 | 10.75 | 2.90 | 4.05 | 8.77 | 5.68 | 28.22 | 7.08 | 2.06 | 2.52 | 5.83 | 4.51 | 4.00 | 3.93 | 3.90 | 7.60 | 2.03 | 2.17 | 4.79 | 3.72 | 14.44 |
| Yield(%) | 0.00 | 3.22 | 3.18 | 2.53 | 2.61 | 3.29 | 3.19 | … | … | 1.11 | 3.38 | 3.24 | 3.04 | 2.14 | 1.79 | 2.48 | 2.84 | 2.97 | 3.27 | 3.30 | 3.48 | 4.03 | 3.65 | 3.97 | 4.80 | 4.70 | 5.93 | 4.44 | 4.17 | 4.52 | 4.62 | 4.81 | 4.99 | 4.58 | 5.16 | 5.66 | 5.14 | 5.33 | 5.81 | 5.61 | 5.39 | 5.34 |
Data as of 06/03/2026, Common starting date is 01/21/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETMAX (EATON VANCE MASSACHUSETTS MUNICIPAL INCOME FUND EATON VANCE MASSACHUSETTS MUNICIPAL INCOME FUND CLAS) |
-5.70%
Dec 2005 – Dec 2008 |
-1.88%
Dec 2003 – Dec 2008 |
0.77%
Oct 2012 – Oct 2022 |
2.05%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETMAX (EATON VANCE MASSACHUSETTS MUNICIPAL INCOME FUND EATON VANCE MASSACHUSETTS MUNICIPAL INCOME FUND CLAS) |
13.09%
Dec 2008 – Dec 2011 |
8.59%
Dec 2008 – Dec 2013 |
6.72%
Nov 1994 – Nov 2004 |
5.21%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart