Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVHMX (EATON VANCE NATIONAL MUNICIPAL INCOME FUND EATON VANCE NATIONAL MUNICIPAL INCOME FUND CLASS B) | NA | 8.12% | 2.96% | 3.91% | 4.92% | 3.58% | 4.26% | … | … |
Data as of 08/27/2019, Common starting date is 01/03/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVHMX (EATON VANCE NATIONAL MUNICIPAL INCOME FUND EATON VANCE NATIONAL MUNICIPAL INCOME FUND CLASS B) | 01/03/1986 | 08/27/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.12 | 2.96 | 3.91 | 4.92 | 3.58 | 4.26 | … | … | 7.68 | 1.02 | 3.92 | 0.98 | 3.53 | 13.99 | -8.13 | 13.40 | 10.91 | -2.32 | 38.95 | -31.59 | -3.46 | 9.38 | 6.87 | 6.17 | 8.77 | 10.76 | 3.08 | 11.46 | -8.50 | 4.80 | 12.92 | 3.64 | 19.80 | -8.08 | 14.61 | 10.06 | 12.08 | 3.43 | 8.29 | 12.07 | -2.16 | 14.62 |
| Sharpe Ratio | NA | 3.82 | 0.84 | 1.45 | 1.17 | NA | NA | … | … | 6.11 | -0.21 | 1.46 | 0.28 | 1.54 | 5.38 | -1.37 | 3.91 | 2.17 | -0.41 | 4.88 | -2.02 | -1.45 | 2.36 | 2.05 | 1.54 | 1.89 | 2.10 | 0.20 | 2.04 | -3.19 | 0.46 | 2.63 | 0.00 | 1.09 | -1.59 | 3.41 | 2.06 | 2.78 | -0.61 | 0.83 | 2.23 | -1.00 | 2.40 |
| Standard Deviation(%) | NA | 1.70 | 2.22 | 2.24 | 3.89 | NA | NA | … | … | 1.69 | 1.74 | 2.23 | 2.73 | 2.27 | 2.60 | 5.97 | 3.44 | 5.02 | 5.92 | 7.96 | 16.08 | 4.57 | 2.53 | 2.25 | 3.38 | 4.27 | 4.58 | 3.22 | 3.54 | 3.72 | 2.93 | 3.50 | 5.25 | 14.48 | 7.04 | 3.63 | 3.64 | 2.93 | 3.41 | 2.81 | 3.21 | 6.37 | 4.32 |
| Draw Down(%) | NA | 1.50 | 5.08 | 5.18 | 14.80 | NA | NA | … | … | 0.41 | 1.50 | 1.71 | 5.18 | 2.84 | 1.83 | 14.73 | 2.94 | 5.49 | 12.17 | 7.34 | 39.26 | 8.07 | 1.65 | 1.88 | 4.57 | 4.39 | 5.69 | 4.01 | 4.34 | 9.61 | 1.72 | 2.77 | 6.23 | 9.41 | 13.21 | 2.63 | 5.39 | 1.51 | 2.90 | 1.65 | 2.06 | 12.75 | 3.65 |
| Yield(%) | 0.00 | 2.62 | 2.71 | 2.97 | 3.86 | 3.81 | 4.32 | … | … | 1.51 | 2.81 | 2.95 | 3.01 | 3.14 | 3.96 | 3.87 | 4.19 | 5.05 | 4.40 | 6.24 | 4.14 | 3.65 | 3.90 | 4.34 | 5.56 | 5.65 | 5.85 | 5.49 | 5.84 | 4.76 | 4.99 | 5.55 | 5.38 | 6.29 | 5.94 | 7.07 | 7.00 | 7.67 | 7.45 | 7.73 | 9.37 | 8.04 | 9.74 |
Data as of 08/27/2019, Common starting date is 01/03/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVHMX (EATON VANCE NATIONAL MUNICIPAL INCOME FUND EATON VANCE NATIONAL MUNICIPAL INCOME FUND CLASS B) |
-10.27%
Dec 2005 – Dec 2008 |
-3.90%
Dec 2003 – Dec 2008 |
0.37%
Dec 1998 – Dec 2008 |
2.28%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVHMX (EATON VANCE NATIONAL MUNICIPAL INCOME FUND EATON VANCE NATIONAL MUNICIPAL INCOME FUND CLASS B) |
14.61%
Dec 2008 – Dec 2011 |
9.80%
Aug 1988 – Aug 1993 |
8.84%
Oct 1987 – Oct 1997 |
7.34%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison Chart
