Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ETPAX (EATON VANCE PENNSYLVANIA MUNICIPAL INCOME FUND EATON VANCE PENNSYLVANIA MUNICIPAL INCOME FUND CLASS ) | 1.90% | 8.40% | 3.77% | 0.78% | 1.69% | 2.69% | 2.60% | … | … |
Data as of 06/03/2026, Common starting date is 06/29/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ETPAX (EATON VANCE PENNSYLVANIA MUNICIPAL INCOME FUND EATON VANCE PENNSYLVANIA MUNICIPAL INCOME FUND CLASS ) | 06/29/1994 | 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 (%) | 0.65 | 8.40 | 3.77 | 0.78 | 1.69 | 2.69 | 2.60 | … | … | 1.90 | 3.31 | 2.10 | 5.95 | -9.44 | 1.75 | 4.64 | 5.81 | 1.75 | 2.18 | 0.02 | 3.53 | 7.82 | -1.32 | 8.49 | 8.25 | -1.74 | 31.89 | -21.45 | -0.28 | 7.40 | 5.53 | 3.88 | 6.23 | 7.01 | 5.50 | 10.56 | -4.35 | 2.93 | 9.81 | 4.40 | 17.76 | -2.04 |
| Sharpe Ratio | NA | 1.58 | 0.20 | -0.41 | 0.02 | NA | NA | … | … | 0.43 | 0.07 | -0.39 | 0.51 | -2.50 | 0.94 | 0.66 | 2.29 | 0.22 | 0.73 | -0.08 | 1.85 | 3.73 | -0.35 | 2.89 | 1.85 | -0.38 | 4.74 | -1.88 | -1.01 | 1.59 | 1.56 | 0.92 | 1.63 | 1.87 | 1.02 | 2.23 | -2.69 | -0.20 | 2.09 | 0.17 | 2.98 | -1.39 |
| Standard Deviation(%) | NA | 3.32 | 4.72 | 4.33 | 3.93 | NA | NA | … | … | 3.66 | 5.73 | 3.85 | 4.50 | 4.36 | 1.82 | 6.58 | 1.90 | 1.72 | 2.10 | 2.52 | 1.89 | 2.09 | 3.85 | 2.95 | 4.45 | 4.88 | 6.71 | 11.85 | 3.41 | 2.51 | 2.09 | 3.14 | 3.38 | 3.14 | 3.05 | 2.84 | 2.87 | 2.72 | 2.93 | 4.46 | 4.63 | 5.38 |
| Draw Down(%) | NA | 2.95 | 6.81 | 14.55 | 14.55 | NA | NA | … | … | 2.95 | 6.04 | 2.92 | 6.64 | 14.24 | 2.26 | 9.83 | 1.49 | 1.22 | 1.56 | 4.94 | 1.36 | 1.10 | 6.50 | 2.44 | 4.42 | 7.29 | 4.94 | 28.72 | 5.09 | 1.51 | 2.03 | 4.60 | 4.07 | 3.19 | 2.65 | 3.32 | 5.76 | 1.99 | 1.60 | 4.62 | 3.05 | 8.26 |
| Yield(%) | 0.00 | 3.52 | 3.58 | 2.91 | 3.04 | 3.47 | 3.39 | … | … | 1.24 | 3.69 | 3.71 | 3.43 | 2.51 | 2.41 | 2.93 | 3.49 | 3.78 | 3.76 | 3.64 | 3.88 | 4.16 | 4.00 | 4.21 | 4.89 | 4.63 | 5.64 | 4.50 | 4.17 | 4.60 | 4.80 | 4.95 | 5.36 | 5.59 | 5.48 | 5.83 | 5.37 | 5.40 | 5.82 | 5.64 | 6.26 | 3.47 |
Data as of 06/03/2026, Common starting date is 06/29/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETPAX (EATON VANCE PENNSYLVANIA MUNICIPAL INCOME FUND EATON VANCE PENNSYLVANIA MUNICIPAL INCOME FUND CLASS ) |
-5.60%
Dec 2005 – Dec 2008 |
-1.61%
Dec 2003 – Dec 2008 |
1.11%
Oct 2012 – Oct 2022 |
1.86%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETPAX (EATON VANCE PENNSYLVANIA MUNICIPAL INCOME FUND EATON VANCE PENNSYLVANIA MUNICIPAL INCOME FUND CLASS ) |
11.94%
Dec 2008 – Dec 2011 |
8.47%
Dec 2008 – Dec 2013 |
6.34%
Nov 1994 – Nov 2004 |
5.22%
Dec 1994 – Dec 2009 |
Annualized Rolling Returns Comparison Chart