Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVPAX (EATON VANCE PENNSYLVANIA MUNICIPAL INCOME FUND EATON VANCE PENNSYLVANIA MUNICIPAL INCOME FUND CLASS B) | NA | 0.66% | 1.04% | 1.57% | 2.67% | 2.70% | 2.86% | … | … |
Data as of 04/06/2018, Common starting date is 02/14/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVPAX (EATON VANCE PENNSYLVANIA MUNICIPAL INCOME FUND EATON VANCE PENNSYLVANIA MUNICIPAL INCOME FUND CLASS B) | 02/14/1991 | 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 | 0.66 | 1.04 | 1.57 | 2.67 | 2.70 | 2.86 | … | … | -0.70 | 2.50 | -0.71 | 2.65 | 7.12 | -2.18 | 7.76 | 7.46 | -2.82 | 30.49 | -21.74 | -1.05 | 6.59 | 4.71 | 3.43 | 5.42 | 6.23 | 4.71 | 9.78 | -5.07 | 2.17 | 8.88 | 3.31 | 17.25 | -9.62 | 11.88 | 7.48 | 10.39 |
| Sharpe Ratio | NA | -0.08 | 0.32 | 0.55 | 0.50 | NA | NA | … | … | -2.23 | 0.95 | -0.37 | 1.46 | 3.52 | -0.61 | 2.78 | 1.68 | -0.60 | 4.58 | -1.91 | -1.22 | 1.36 | 1.26 | 0.78 | 1.50 | 1.77 | 0.75 | 2.24 | -3.22 | -0.46 | 2.01 | -0.04 | 3.01 | -1.93 | 2.54 | 1.46 | 2.60 |
| Standard Deviation(%) | NA | 1.88 | 2.07 | 2.45 | 4.97 | NA | NA | … | … | 1.66 | 1.97 | 2.48 | 1.80 | 2.02 | 3.64 | 2.80 | 4.42 | 4.85 | 6.64 | 11.80 | 3.36 | 2.44 | 2.02 | 3.19 | 3.15 | 2.90 | 3.25 | 2.57 | 2.58 | 2.52 | 2.66 | 4.42 | 4.45 | 6.52 | 3.84 | 3.47 | 3.18 |
| Draw Down(%) | NA | 1.85 | 5.24 | 6.63 | 27.92 | NA | NA | … | … | 1.32 | 1.71 | 5.24 | 1.53 | 1.13 | 6.86 | 2.36 | 4.49 | 7.44 | 5.03 | 28.96 | 5.36 | 1.56 | 2.00 | 5.20 | 4.51 | 3.37 | 2.38 | 3.04 | 6.07 | 2.25 | 2.18 | 4.96 | 3.34 | 14.32 | 3.31 | 5.47 | 2.16 |
| Yield(%) | 0.00 | 3.01 | 2.97 | 3.05 | 3.34 | 3.43 | 3.50 | … | … | 0.76 | 3.04 | 2.90 | 3.13 | 3.39 | 3.29 | 3.43 | 4.14 | 3.54 | 4.76 | 3.76 | 3.45 | 3.82 | 4.04 | 4.49 | 4.62 | 4.89 | 4.72 | 4.94 | 4.54 | 4.69 | 4.88 | 4.74 | 5.30 | 5.15 | 5.88 | 6.19 | 6.26 |
Data as of 04/06/2018, Common starting date is 02/14/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVPAX (EATON VANCE PENNSYLVANIA MUNICIPAL INCOME FUND EATON VANCE PENNSYLVANIA MUNICIPAL INCOME FUND CLASS B) |
-6.20%
Dec 2005 – Dec 2008 |
-2.22%
Dec 2003 – Dec 2008 |
0.89%
Dec 1998 – Dec 2008 |
1.92%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVPAX (EATON VANCE PENNSYLVANIA MUNICIPAL INCOME FUND EATON VANCE PENNSYLVANIA MUNICIPAL INCOME FUND CLASS B) |
10.87%
Dec 2008 – Dec 2011 |
7.51%
Dec 2008 – Dec 2013 |
5.60%
Nov 1994 – Nov 2004 |
5.28%
Mar 1991 – Mar 2006 |
Annualized Rolling Returns Comparison Chart