Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ETORX (EATON VANCE OREGON MUNICIPAL INCOME FUND EATON VANCE OREGON MUNICIPAL INCOME FUND CLASS A) | 1.48% | 7.31% | 3.64% | 0.74% | 1.85% | 2.95% | 2.86% | … | … |
Data as of 06/03/2026, Common starting date is 01/21/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ETORX (EATON VANCE OREGON MUNICIPAL INCOME FUND EATON VANCE OREGON MUNICIPAL INCOME FUND CLASS A) | 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 (%) | 0.50 | 7.31 | 3.64 | 0.74 | 1.85 | 2.95 | 2.86 | … | … | 1.48 | 4.26 | 1.65 | 5.00 | -8.46 | 0.57 | 5.60 | 6.45 | 2.32 | 1.79 | 2.16 | 3.12 | 11.66 | -10.89 | 12.04 | 13.98 | -0.09 | 27.14 | -18.89 | -0.03 | 7.35 | 4.19 | 2.42 | 6.60 | 7.41 | 4.31 | 11.64 | -4.57 | 6.42 | 7.96 | 2.48 | 17.63 | -8.84 |
| Sharpe Ratio | NA | 1.54 | 0.20 | -0.49 | 0.06 | NA | NA | … | … | 0.26 | 0.30 | -0.63 | 0.35 | -2.53 | 0.33 | 0.72 | 2.57 | 0.53 | 0.51 | 0.74 | 1.33 | 4.56 | -1.77 | 3.06 | 3.00 | -0.04 | 4.38 | -1.62 | -0.93 | 1.81 | 1.00 | 0.55 | 1.79 | 1.72 | 0.61 | 2.51 | -2.68 | 1.28 | 1.57 | -0.24 | 2.76 | -1.70 |
| Standard Deviation(%) | NA | 2.78 | 3.87 | 3.67 | 3.76 | NA | NA | … | … | 3.21 | 4.63 | 3.11 | 3.92 | 3.92 | 1.66 | 7.43 | 1.93 | 1.78 | 2.24 | 2.65 | 2.33 | 2.55 | 6.16 | 3.95 | 4.65 | 5.22 | 6.17 | 12.24 | 3.41 | 2.18 | 1.93 | 2.61 | 3.28 | 3.65 | 3.06 | 2.96 | 2.96 | 2.30 | 2.71 | 4.95 | 4.95 | 7.37 |
| Draw Down(%) | NA | 2.59 | 5.72 | 13.01 | 13.01 | NA | NA | … | … | 2.59 | 4.49 | 2.55 | 6.49 | 12.69 | 2.21 | 10.36 | 1.70 | 1.26 | 2.29 | 4.73 | 2.41 | 1.71 | 16.14 | 3.52 | 5.09 | 10.95 | 5.70 | 28.23 | 4.73 | 1.27 | 1.30 | 3.68 | 3.58 | 4.68 | 3.50 | 3.38 | 6.26 | 1.43 | 1.57 | 4.99 | 3.42 | 14.81 |
| Yield(%) | 0.00 | 3.20 | 3.26 | 2.60 | 2.78 | 3.39 | 3.37 | … | … | 1.10 | 3.38 | 3.35 | 3.23 | 2.13 | 1.78 | 2.44 | 2.82 | 3.43 | 3.62 | 3.57 | 3.74 | 4.29 | 4.09 | 4.42 | 5.33 | 4.62 | 5.37 | 4.53 | 4.34 | 4.64 | 4.84 | 5.11 | 5.06 | 5.14 | 5.08 | 5.43 | 4.89 | 4.93 | 5.11 | 5.02 | 4.78 | 4.60 |
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 |
|---|---|---|---|---|
| ETORX (EATON VANCE OREGON MUNICIPAL INCOME FUND EATON VANCE OREGON MUNICIPAL INCOME FUND CLASS A) |
-4.52%
Dec 2005 – Dec 2008 |
-1.46%
Dec 2003 – Dec 2008 |
0.86%
Oct 2012 – Oct 2022 |
2.29%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETORX (EATON VANCE OREGON MUNICIPAL INCOME FUND EATON VANCE OREGON MUNICIPAL INCOME FUND CLASS A) |
13.13%
Dec 2008 – Dec 2011 |
7.75%
Nov 2008 – Nov 2013 |
6.33%
Nov 1994 – Nov 2004 |
5.17%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart