Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVORX (EATON VANCE OREGON MUNICIPAL INCOME FUND EATON VANCE OREGON MUNICIPAL INCOME FUND CLASS B) | NA | 0.36% | 1.16% | 0.66% | 3.14% | 2.95% | 2.74% | … | … |
Data as of 04/06/2018, Common starting date is 12/24/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVORX (EATON VANCE OREGON MUNICIPAL INCOME FUND EATON VANCE OREGON MUNICIPAL INCOME FUND CLASS B) | 12/24/1991 | 04/06/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 0.36 | 1.16 | 0.66 | 3.14 | 2.95 | 2.74 | … | … | -1.18 | -0.85 | -1.36 | -0.63 | 7.27 | -14.86 | 7.58 | 8.20 | -4.65 | 21.44 | -22.87 | -4.36 | 2.62 | -0.68 | -2.81 | 1.33 | 2.04 | -0.67 | 5.81 | -9.33 | 1.31 | 2.69 | -2.71 | 12.76 | -14.05 | 6.67 | 3.40 | 0.00 |
| Sharpe Ratio | NA | -11.50 | -12.16 | -7.28 | -3.89 | NA | NA | … | … | -13.95 | -10.37 | -14.39 | -9.14 | -4.73 | -5.49 | -2.96 | -2.37 | -4.73 | 0.47 | -3.51 | -8.69 | -11.32 | -15.87 | -10.37 | -6.12 | -5.45 | -8.87 | -25.91 | 6.67 | 21.33 | -20.37 | -0.12 | -10.27 | -1.73 | 1.85 | 0.96 | 0.00 |
| Standard Deviation(%) | NA | 1.89 | 2.09 | 3.31 | 5.29 | NA | NA | … | … | 1.67 | 1.94 | 2.46 | 2.09 | 2.37 | 6.08 | 3.74 | 4.36 | 4.91 | 6.04 | 12.05 | 3.05 | 1.75 | 1.37 | 2.16 | 2.94 | 3.25 | 2.51 | 2.43 | 2.35 | 1.62 | 2.15 | 4.80 | 4.80 | 7.13 | 3.59 | 3.51 | NA |
| Draw Down(%) | NA | 4.08 | 6.90 | 16.59 | 29.22 | NA | NA | … | … | 1.61 | 3.13 | 5.78 | 3.88 | 2.11 | 18.45 | 3.50 | 5.09 | 11.74 | 5.94 | 31.35 | 6.49 | 1.73 | 2.11 | 4.64 | 4.38 | 4.92 | 3.94 | 3.87 | 9.67 | 1.58 | 2.40 | 6.12 | 4.37 | 18.88 | 3.37 | 6.61 | 0.00 |
| Yield(%) | 0.00 | 2.60 | 2.73 | 2.80 | 3.44 | 3.49 | 3.21 | … | … | 0.72 | 2.61 | 2.79 | 2.99 | 3.50 | 3.39 | 3.64 | 4.57 | 3.62 | 4.58 | 3.74 | 3.56 | 3.84 | 4.11 | 4.62 | 4.36 | 4.44 | 4.36 | 4.63 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/06/2018, Common starting date is 12/24/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVORX (EATON VANCE OREGON MUNICIPAL INCOME FUND EATON VANCE OREGON MUNICIPAL INCOME FUND CLASS B) |
-5.28%
Dec 2005 – Dec 2008 |
-2.17%
Dec 2003 – Dec 2008 |
0.51%
Dec 1998 – Dec 2008 |
0.21%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVORX (EATON VANCE OREGON MUNICIPAL INCOME FUND EATON VANCE OREGON MUNICIPAL INCOME FUND CLASS B) |
12.19%
Dec 2008 – Dec 2011 |
6.91%
Nov 2008 – Nov 2013 |
4.65%
Nov 2002 – Nov 2012 |
4.16%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart