Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/20/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| ETNYX (EATON VANCE NEW YORK MUNICIPAL INCOME FUND EATON VANCE NEW YORK MUNICIPAL INCOME FUND CLASS A) | 4.05% | -3.97% | -2.50% | 2.31% | -0.49% | 1.48% | 2.70% | 2.70% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ETNYX (EATON VANCE NEW YORK MUNICIPAL INCOME FUND EATON VANCE NEW YORK MUNICIPAL INCOME FUND CLASS A) | 05/27/1994 | 05/20/2025 |
The return data shown below all have the same latest date: 05/20/2025.
AR inception is since 05/27/1994.
AR inception is since 05/27/1994.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -0.33 | -2.50 | 2.31 | -0.49 | 1.48 | 2.70 | 2.70 | 4.05 | -3.97 | 0.95 | 8.17 | -10.22 | 0.66 | 3.07 | 7.59 | 0.35 | 5.04 | 0.39 | 3.90 | 10.87 | -3.70 | 10.69 | 12.72 | 0.21 | 33.52 | -23.31 | -0.98 | 7.17 | 3.62 | 3.54 | 6.81 | 8.83 | 4.19 | 15.63 | -5.60 | 5.00 | 9.69 | 3.65 | 18.72 | -2.28 |
| Sharpe Ratio | NA | -1.29 | -0.35 | -0.62 | -0.04 | NA | NA | 0.43 | -1.31 | -1.31 | 0.77 | -2.34 | 0.33 | 0.32 | 2.93 | -0.53 | 1.84 | 0.06 | 1.93 | 4.91 | -0.91 | 3.64 | 3.09 | 0.03 | 4.95 | -1.83 | -1.15 | 1.40 | 0.51 | 0.66 | 1.48 | 2.02 | 0.49 | 3.18 | -2.58 | 0.45 | 0.85 | 0.03 | 2.87 | -1.13 |
| Standard Deviation(%) | NA | 6.88 | 5.72 | 4.80 | 4.59 | NA | NA | 4.97 | 9.51 | 4.31 | 5.15 | 4.99 | 1.95 | 8.83 | 2.11 | 1.83 | 2.41 | 3.09 | 2.01 | 2.21 | 4.11 | 2.94 | 4.10 | 4.63 | 6.75 | 13.20 | 3.45 | 2.80 | 2.85 | 3.93 | 4.12 | 3.82 | 3.86 | 3.63 | 3.42 | 3.76 | 7.19 | 5.03 | 5.19 | 6.30 |
| Draw Down(%) | NA | 9.01 | 9.01 | 16.63 | 16.63 | NA | NA | 31.71 | 7.16 | 3.25 | 7.91 | 15.35 | 2.65 | 12.15 | 1.93 | 1.98 | 1.67 | 6.50 | 2.03 | 1.54 | 9.66 | 2.74 | 4.76 | 8.47 | 5.05 | 31.52 | 5.90 | 2.08 | 2.94 | 5.72 | 5.66 | 4.72 | 4.71 | 4.44 | 8.00 | 2.74 | 5.33 | 5.12 | 3.88 | 10.31 |
| Yield(%) | 0.00 | 2.06 | 2.71 | 2.12 | 2.56 | 3.22 | 3.29 | 4.38 | 0.00 | 3.13 | 3.14 | 2.04 | 1.52 | 2.08 | 2.55 | 2.78 | 3.06 | 3.09 | 3.52 | 4.11 | 3.91 | 4.27 | 4.95 | 4.70 | 6.01 | 4.50 | 4.26 | 5.00 | 5.76 | 5.22 | 5.06 | 4.44 | 4.80 | 5.52 | 5.01 | 5.28 | 5.63 | 5.65 | 6.39 | 4.26 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETNYX (EATON VANCE NEW YORK MUNICIPAL INCOME FUND EATON VANCE NEW YORK MUNICIPAL INCOME FUND CLASS A) |
-6.64%
Dec 2005 - Dec 2008 |
-2.68%
Dec 2003 - Dec 2008 |
1.18%
Oct 2012 - Oct 2022 |
2.36%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETNYX (EATON VANCE NEW YORK MUNICIPAL INCOME FUND EATON VANCE NEW YORK MUNICIPAL INCOME FUND CLASS A) |
14.68%
Dec 2008 - Dec 2011 |
9.96%
Dec 2008 - Dec 2013 |
7.06%
Nov 1994 - Nov 2004 |
5.51%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart