Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXMAX (EATON VANCE SHORT DURATION MUNICIPAL OPPORTUNITIES FUND EATON VANCE SHORT DURATION MUNICIPAL OPPORTU) | 0.98% | 5.58% | 4.20% | 1.77% | 2.17% | 2.41% | 2.67% | … | … |
Data as of 06/03/2026, Common starting date is 07/12/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXMAX (EATON VANCE SHORT DURATION MUNICIPAL OPPORTUNITIES FUND EATON VANCE SHORT DURATION MUNICIPAL OPPORTU) | 07/12/1996 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 5.58 | 4.20 | 1.77 | 2.17 | 2.41 | 2.67 | … | … | 0.98 | 4.82 | 3.89 | 4.29 | -5.12 | 1.77 | 2.20 | 4.56 | 2.18 | 4.66 | 0.00 | 2.35 | 5.43 | -2.96 | 3.71 | 7.63 | 0.76 | 12.62 | -4.56 | 2.44 | 4.44 | 1.62 | 2.16 | 4.73 | 7.49 | 4.84 | 9.06 | -3.36 | 5.21 | 6.96 | 3.82 |
| Sharpe Ratio | NA | 1.55 | 0.47 | -0.35 | 0.24 | NA | NA | … | … | -0.15 | 0.64 | 0.14 | 0.33 | -3.29 | 1.72 | 0.43 | 2.81 | 0.73 | 2.74 | -0.10 | 1.26 | 3.01 | -0.91 | 1.49 | 3.18 | 0.27 | 3.66 | -1.19 | -0.38 | 0.58 | -0.29 | 0.36 | 1.22 | 2.12 | 1.16 | 2.33 | -2.81 | 0.67 | 1.31 | 1.53 |
| Standard Deviation(%) | NA | 1.92 | 2.43 | 2.18 | 2.30 | NA | NA | … | … | 2.26 | 3.06 | 1.97 | 1.96 | 2.00 | 1.01 | 4.57 | 1.10 | 1.09 | 1.46 | 2.09 | 1.84 | 1.80 | 3.28 | 2.47 | 2.39 | 2.54 | 3.42 | 4.62 | 1.89 | 1.78 | 2.18 | 3.23 | 3.29 | 2.99 | 2.08 | 2.08 | 2.40 | 2.60 | 2.50 | 3.03 |
| Draw Down(%) | NA | 2.27 | 3.09 | 7.63 | 8.01 | NA | NA | … | … | 2.27 | 3.09 | 1.31 | 2.01 | 7.22 | 1.08 | 8.01 | 0.68 | 0.72 | 0.85 | 3.84 | 2.11 | 1.36 | 6.53 | 2.62 | 2.28 | 4.51 | 2.75 | 9.20 | 1.63 | 0.90 | 2.43 | 5.17 | 5.03 | 3.65 | 2.73 | 2.07 | 5.00 | 1.70 | 1.93 | 1.49 |
| Yield(%) | 0.00 | 2.84 | 2.97 | 2.30 | 2.19 | 2.41 | 2.67 | … | … | 0.97 | 3.10 | 3.01 | 2.75 | 1.57 | 1.18 | 1.67 | 2.11 | 2.26 | 2.16 | 2.55 | 2.61 | 2.82 | 2.77 | 2.90 | 3.43 | 3.08 | 3.84 | 3.60 | 3.65 | 3.67 | 3.52 | 3.44 | 3.78 | 3.67 | 4.49 | 4.66 | 4.34 | 4.42 | 4.52 | 2.18 |
Data as of 06/03/2026, Common starting date is 07/12/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXMAX (EATON VANCE SHORT DURATION MUNICIPAL OPPORTUNITIES FUND EATON VANCE SHORT DURATION MUNICIPAL OPPORTU) |
-0.97%
Oct 2019 – Oct 2022 |
0.70%
Sep 2017 – Sep 2022 |
1.27%
Oct 2012 – Oct 2022 |
2.13%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXMAX (EATON VANCE SHORT DURATION MUNICIPAL OPPORTUNITIES FUND EATON VANCE SHORT DURATION MUNICIPAL OPPORTU) |
8.22%
May 2000 – May 2003 |
5.95%
Jan 2000 – Jan 2005 |
4.50%
Jan 2000 – Jan 2010 |
4.18%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison Chart