Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVMBX (EATON VANCE AMT-FREE MUNICIPAL INCOME FUND EATON VANCE AMT-FREE MUNICIPAL INCOME FUND CLASS I) | 1.47% | 6.61% | 3.36% | 0.20% | 1.92% | 3.51% | 3.13% | … | … |
Data as of 06/04/2026, Common starting date is 01/30/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVMBX (EATON VANCE AMT-FREE MUNICIPAL INCOME FUND EATON VANCE AMT-FREE MUNICIPAL INCOME FUND CLASS I) | 01/30/1980 | 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 | 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 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 6.61 | 3.36 | 0.20 | 1.92 | 3.51 | 3.13 | … | … | 1.47 | 2.58 | 1.49 | 7.47 | -11.72 | 2.15 | 5.35 | 7.81 | 1.41 | 5.15 | 0.30 | 4.03 | 13.64 | -5.91 | 13.57 | 11.84 | -0.74 | 31.99 | -22.89 | -1.38 | 8.38 | 5.37 | 4.67 | 7.38 | 9.60 | 5.13 | 15.63 | -8.69 | 6.73 | 14.13 | 4.79 | 17.48 | -7.27 | 13.53 | 8.94 | 13.53 | 6.97 | 10.64 | 12.83 | -0.03 | 18.69 | 21.33 | 9.75 | 8.33 | 48.22 | -10.70 | -15.31 |
| Sharpe Ratio | NA | 1.29 | 0.12 | -0.50 | 0.06 | NA | NA | … | … | 0.18 | -0.05 | -0.51 | 0.73 | -2.62 | 1.03 | 0.58 | 2.93 | 0.02 | 1.94 | 0.03 | 1.92 | 5.54 | -1.18 | 4.04 | 2.70 | -0.16 | 4.68 | -1.65 | -1.02 | 1.75 | 1.17 | 1.07 | 1.72 | 2.16 | 0.67 | 2.89 | -2.78 | 0.96 | 2.97 | 0.24 | 3.41 | -1.72 | 0.83 | 2.14 | 4.11 | 0.39 | 1.62 | 2.53 | -0.57 | 3.49 | 4.06 | 0.25 | 0.19 | 2.40 | -1.14 | -1.10 |
| Standard Deviation(%) | NA | 2.85 | 5.02 | 4.72 | 4.60 | NA | NA | … | … | 3.06 | 5.87 | 4.22 | 5.28 | 5.03 | 2.05 | 8.82 | 2.16 | 1.97 | 2.32 | 2.79 | 2.09 | 2.46 | 5.04 | 3.37 | 4.37 | 5.13 | 6.82 | 14.43 | 4.44 | 2.85 | 2.65 | 3.45 | 3.88 | 3.92 | 4.07 | 3.95 | 4.34 | 3.39 | 3.50 | 4.68 | 3.96 | 6.03 | 13.67 | 2.99 | 2.33 | 3.72 | 2.89 | 3.13 | 7.44 | 4.08 | 3.91 | 10.61 | 10.40 | 16.72 | 18.51 | 22.67 |
| Draw Down(%) | NA | 2.51 | 7.51 | 16.71 | 16.71 | NA | NA | … | … | 2.51 | 6.33 | 3.10 | 7.79 | 16.43 | 2.71 | 12.10 | 1.76 | 1.48 | 1.60 | 5.44 | 2.35 | 1.49 | 11.40 | 3.14 | 5.16 | 10.10 | 6.56 | 31.78 | 7.55 | 1.85 | 2.44 | 5.07 | 4.39 | 4.51 | 4.93 | 5.50 | 10.88 | 2.19 | 2.37 | 4.79 | 2.56 | 12.18 | 8.81 | 4.18 | 1.51 | 4.23 | 2.32 | 2.47 | 13.49 | 3.75 | 2.84 | 7.60 | 5.91 | 3.13 | 15.34 | 17.27 |
| Yield(%) | 0.00 | 3.78 | 3.78 | 3.09 | 3.33 | 4.06 | 3.74 | … | … | 1.34 | 3.93 | 3.77 | 3.80 | 2.85 | 2.78 | 3.25 | 3.78 | 3.88 | 4.15 | 3.99 | 4.20 | 4.73 | 4.39 | 4.68 | 5.30 | 4.87 | 6.23 | 4.53 | 4.25 | 4.55 | 4.98 | 5.70 | 5.35 | 5.27 | 5.41 | 5.97 | 5.32 | 6.28 | 6.00 | 5.93 | 6.74 | 5.80 | 6.32 | 6.56 | 7.03 | 7.18 | 7.40 | 7.70 | 7.18 | 8.11 | 8.52 | 9.14 | 8.52 | 10.72 | 8.38 | 6.44 |
Data as of 06/04/2026, Common starting date is 01/30/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVMBX (EATON VANCE AMT-FREE MUNICIPAL INCOME FUND EATON VANCE AMT-FREE MUNICIPAL INCOME FUND CLASS I) |
-6.24%
Dec 2005 – Dec 2008 |
-1.89%
Dec 2003 – Dec 2008 |
1.56%
Oct 2012 – Oct 2022 |
2.63%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVMBX (EATON VANCE AMT-FREE MUNICIPAL INCOME FUND EATON VANCE AMT-FREE MUNICIPAL INCOME FUND CLASS I) |
21.30%
Jan 1982 – Jan 1985 |
20.47%
Aug 1981 – Aug 1986 |
14.42%
Dec 1981 – Dec 1991 |
11.94%
Dec 1981 – Dec 1996 |
Annualized Rolling Returns Comparison Chart