Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ETX (Eaton Vance Municipal Income Term Closed Fund) | 4.01% | 10.69% | 6.90% | 1.30% | 3.66% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/27/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ETX (Eaton Vance Municipal Income Term Closed Fund) | 03/27/2013 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.26 | 10.69 | 6.90 | 1.30 | 3.66 | NA | NA | … | … | 4.01 | 11.72 | 6.87 | 1.31 | -13.58 | -4.72 | 11.34 | 19.95 | -3.74 | 9.84 | 10.68 | 10.84 | 26.22 | -24.48 |
| Sharpe Ratio | NA | 0.53 | 0.42 | -0.10 | 0.16 | NA | NA | … | … | 0.50 | 0.90 | 0.39 | -0.25 | -0.70 | -0.30 | 0.43 | 1.70 | -0.41 | 1.18 | 0.99 | 1.31 | 2.80 | -1.35 |
| Standard Deviation(%) | NA | 11.06 | 9.42 | 13.21 | 14.48 | NA | NA | … | … | 11.13 | 9.81 | 8.38 | 9.39 | 21.44 | 15.85 | 25.88 | 10.85 | 12.61 | 7.82 | 10.60 | 8.25 | 9.35 | 22.69 |
| Draw Down(%) | NA | 4.93 | 7.37 | 24.28 | 25.15 | NA | NA | … | … | 3.88 | 4.42 | 6.07 | 9.61 | 18.60 | 8.66 | 24.31 | 6.76 | 9.62 | 5.29 | 11.84 | 7.65 | 6.17 | 32.09 |
| Yield(%) | 0.00 | 5.17 | 4.93 | 3.84 | 4.17 | 3.70 | 2.78 | … | … | 2.08 | 5.31 | 5.36 | 3.96 | 3.84 | 3.64 | 3.88 | 4.74 | 4.14 | 3.94 | 4.54 | 4.84 | 5.73 | 2.49 |
Data as of 06/04/2026, Common starting date is 03/27/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETX (Eaton Vance Municipal Income Term Closed Fund) |
-5.87%
Dec 2020 – Dec 2023 |
-0.15%
Dec 2019 – Dec 2024 |
3.64%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETX (Eaton Vance Municipal Income Term Closed Fund) |
20.82%
Jul 2013 – Jul 2016 |
12.25%
Jul 2013 – Jul 2018 |
7.00%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart