Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
EVY (Eaton Vance New York Municipal Income Trust) NA -89.00% -49.30% -35.34% -16.13% -9.78% -5.55%
Data as of 09/16/2021, Common starting date is 01/27/1999
More Performance Analytics Comparison
Name Start Date End Date
EVY (Eaton Vance New York Municipal Income Trust) 01/27/1999 09/16/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999
Annualized Return (%) 1.47 -89.00 -49.30 -35.34 -16.13 -9.78 -5.55 -89.87 8.74 16.54 -9.60 -2.53 -7.84 2.24 11.34 -20.52 11.79 12.28 -6.74 81.03 -46.21 -11.20 -2.71 3.45 -1.22 5.93 3.90 20.81 6.86 -27.39
Sharpe Ratio NA -0.11 -0.11 -0.10 -0.07 NA NA -0.10 0.32 -0.69 -3.75 -2.82 -2.62 -1.52 -0.58 -2.24 -0.54 -0.52 -1.83 2.01 -1.57 -2.62 -2.91 -1.60 -1.53 -1.35 -1.31 -0.03 -2.99 0.05
Standard Deviation(%) NA 776.25 447.93 347.21 245.66 NA NA 924.28 26.73 9.74 8.32 7.74 15.94 10.72 12.38 17.43 12.60 12.07 13.87 31.02 41.72 12.74 8.64 10.96 13.59 9.88 12.15 13.38 20.66 26.12
Draw Down(%) NA 91.07 91.07 91.07 91.07 NA NA 91.07 27.00 4.42 12.44 6.49 17.94 6.81 8.10 28.36 10.14 5.56 17.22 15.96 58.00 17.05 10.33 14.09 20.15 10.20 12.18 7.22 13.37 34.16
Yield(%) 0.00 4.01 4.47 3.70 5.22 5.00 5.85 2.76 3.96 4.46 4.85 4.65 4.64 5.88 6.94 5.57 6.47 7.37 6.86 10.85 5.28 4.64 4.91 6.33 6.71 7.00 6.98 6.33 6.51 0.00
Data as of 09/16/2021, Common starting date is 01/27/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EVY (Eaton Vance New York Municipal Income Trust) -47.98%
Aug 2018 – Aug 2021
-34.03%
Aug 2016 – Aug 2021
-15.13%
Aug 2011 – Aug 2021
-9.25%
Aug 2006 – Aug 2021
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EVY (Eaton Vance New York Municipal Income Trust) 32.66%
Dec 2008 – Dec 2011
18.64%
Dec 2008 – Dec 2013
10.98%
Dec 2008 – Dec 2018
8.31%
May 2000 – May 2015
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return