Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ETMBX (EATON VANCE AMT-FREE MUNICIPAL INCOME FUND EATON VANCE AMT-FREE MUNICIPAL INCOME FUND CLASS A) | 1.27% | 6.48% | 3.05% | -0.06% | 1.56% | 3.18% | 2.83% | … | … |
Data as of 06/03/2026, Common starting date is 01/29/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ETMBX (EATON VANCE AMT-FREE MUNICIPAL INCOME FUND EATON VANCE AMT-FREE MUNICIPAL INCOME FUND CLASS A) | 01/29/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | 6.48 | 3.05 | -0.06 | 1.56 | 3.18 | 2.83 | … | … | 1.27 | 2.30 | 1.26 | 7.15 | -11.89 | 1.82 | 5.18 | 7.57 | 1.14 | 3.80 | 0.13 | 3.75 | 13.37 | -6.16 | 13.16 | 11.68 | -0.86 | 31.76 | -23.06 | -1.66 | 8.21 | 5.05 | 4.46 | 7.19 | 9.36 | 4.96 | 15.39 | -8.83 | 4.95 |
| Sharpe Ratio | NA | 1.18 | 0.06 | -0.54 | -0.01 | NA | NA | … | … | 0.10 | -0.10 | -0.56 | 0.66 | -2.64 | 0.88 | 0.56 | 2.81 | -0.12 | 1.35 | -0.03 | 1.80 | 5.48 | -1.24 | 3.97 | 2.68 | -0.19 | 4.65 | -1.66 | -1.10 | 1.72 | 1.08 | 0.96 | 1.67 | 2.10 | 0.63 | 1.77 | -2.87 | 0.53 |
| Standard Deviation(%) | NA | 2.93 | 5.09 | 4.78 | 4.64 | NA | NA | … | … | 3.16 | 6.04 | 4.21 | 5.32 | 5.06 | 2.03 | 8.82 | 2.17 | 1.97 | 2.34 | 2.80 | 2.07 | 2.44 | 5.00 | 3.33 | 4.35 | 5.14 | 6.81 | 14.39 | 4.37 | 2.79 | 2.58 | 3.61 | 3.87 | 3.92 | 4.03 | 6.30 | 4.25 | 3.65 |
| Draw Down(%) | NA | 2.49 | 7.61 | 16.97 | 16.97 | NA | NA | … | … | 2.49 | 6.47 | 3.03 | 7.93 | 16.58 | 2.75 | 12.07 | 1.82 | 1.45 | 1.53 | 5.56 | 2.40 | 1.57 | 11.53 | 3.13 | 5.16 | 10.16 | 6.57 | 31.91 | 7.62 | 1.82 | 2.57 | 5.16 | 4.41 | 4.53 | 4.93 | 5.39 | 10.96 | 2.46 |
| Yield(%) | 0.00 | 3.54 | 3.54 | 2.87 | 3.10 | 3.81 | 3.53 | … | … | 1.26 | 3.68 | 3.53 | 3.56 | 2.62 | 2.53 | 3.01 | 3.53 | 3.62 | 3.89 | 3.73 | 3.97 | 4.49 | 4.15 | 4.40 | 5.07 | 4.80 | 5.98 | 4.30 | 3.99 | 4.36 | 4.74 | 5.51 | 5.11 | 5.10 | 5.18 | 5.85 | 5.32 | 5.16 |
Data as of 06/03/2026, Common starting date is 01/29/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETMBX (EATON VANCE AMT-FREE MUNICIPAL INCOME FUND EATON VANCE AMT-FREE MUNICIPAL INCOME FUND CLASS A) |
-6.45%
Dec 2005 – Dec 2008 |
-2.12%
Dec 2003 – Dec 2008 |
1.19%
Oct 2012 – Oct 2022 |
2.32%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETMBX (EATON VANCE AMT-FREE MUNICIPAL INCOME FUND EATON VANCE AMT-FREE MUNICIPAL INCOME FUND CLASS A) |
13.41%
Dec 2008 – Dec 2011 |
9.15%
Dec 2008 – Dec 2013 |
6.72%
Dec 2008 – Dec 2018 |
5.74%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart