Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXNAX (EATON VANCE NATIONAL LIMITED MATURITY MUNICIPAL INCOME FUND EATON VANCE NATIONAL LIMITED MATURITY MU) | 0.90% | 4.82% | 3.56% | 1.51% | 1.82% | 2.42% | 2.66% | … | … |
Data as of 06/05/2026, Common starting date is 07/12/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXNAX (EATON VANCE NATIONAL LIMITED MATURITY MUNICIPAL INCOME FUND EATON VANCE NATIONAL LIMITED MATURITY MU) | 07/12/1996 | 06/05/2026 |
| 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 (%) | 0.11 | 4.82 | 3.56 | 1.51 | 1.82 | 2.42 | 2.66 | … | … | 0.90 | 4.12 | 2.80 | 4.05 | -4.15 | 0.61 | 3.26 | 4.80 | 0.94 | 3.77 | -0.50 | 2.29 | 6.53 | -2.24 | 5.66 | 8.13 | 1.55 | 17.93 | -9.27 | 0.88 | 6.08 | 3.13 | 3.85 | 6.02 | 8.85 | 4.10 | 7.73 | -2.51 | 5.75 | 8.13 | 4.12 |
| Sharpe Ratio | NA | 1.31 | 0.20 | -0.49 | 0.08 | NA | NA | … | … | -0.28 | 0.41 | -0.42 | 0.20 | -2.97 | 0.52 | 0.64 | 2.47 | -0.32 | 1.80 | -0.33 | 1.31 | 3.69 | -0.71 | 2.39 | 3.15 | 0.53 | 4.76 | -1.86 | -0.97 | 1.48 | 0.43 | 0.98 | 1.86 | 2.79 | 0.80 | 1.68 | -2.74 | 1.09 | 1.88 | 1.70 |
| Standard Deviation(%) | NA | 1.78 | 2.39 | 2.14 | 2.36 | NA | NA | … | … | 1.98 | 3.03 | 1.95 | 2.02 | 1.89 | 1.11 | 4.71 | 1.35 | 1.36 | 1.73 | 2.12 | 1.73 | 1.76 | 3.18 | 2.37 | 2.57 | 2.73 | 3.74 | 5.48 | 2.33 | 1.81 | 2.04 | 2.92 | 2.85 | 2.77 | 2.09 | 2.09 | 2.14 | 2.09 | 2.36 | 3.11 |
| Draw Down(%) | NA | 2.00 | 2.96 | 6.80 | 7.95 | NA | NA | … | … | 2.00 | 2.96 | 1.28 | 2.07 | 6.25 | 1.20 | 7.95 | 1.10 | 1.23 | 1.64 | 4.39 | 2.06 | 1.20 | 6.15 | 2.33 | 2.17 | 4.76 | 3.02 | 13.82 | 2.89 | 0.73 | 1.89 | 4.12 | 4.23 | 3.38 | 2.20 | 1.94 | 3.83 | 1.03 | 1.60 | 1.36 |
| Yield(%) | 0.00 | 2.92 | 3.11 | 2.51 | 2.49 | 2.77 | 2.98 | … | … | 1.00 | 3.17 | 3.28 | 2.99 | 1.93 | 1.61 | 2.39 | 2.69 | 2.74 | 2.82 | 2.83 | 2.93 | 3.31 | 3.17 | 3.35 | 3.78 | 4.00 | 4.42 | 3.82 | 3.83 | 4.01 | 4.03 | 4.24 | 4.23 | 5.01 | 5.23 | 5.34 | 4.99 | 4.89 | 4.97 | 2.39 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| EXNAX (EATON VANCE NATIONAL LIMITED MATURITY MUNICIPAL INCOME FUND EATON VANCE NATIONAL LIMITED MATURITY MU) |
-0.98%
Dec 2005 – Dec 2008 |
0.59%
Oct 2017 – Oct 2022 |
1.31%
Oct 2012 – Oct 2022 |
2.17%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXNAX (EATON VANCE NATIONAL LIMITED MATURITY MUNICIPAL INCOME FUND EATON VANCE NATIONAL LIMITED MATURITY MU) |
9.00%
Dec 2008 – Dec 2011 |
6.46%
Jan 2000 – Jan 2005 |
5.19%
Aug 1996 – Aug 2006 |
4.71%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison Chart