Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EZMAX (EATON VANCE SHORT DURATION MUNICIPAL OPPORTUNITIES FUND EATON VANCE SHORT DURATION MUNICIPAL OPPORTU) | 0.62% | 4.52% | 3.43% | 0.99% | 1.39% | 1.64% | 1.90% | … | … |
Data as of 06/05/2026, Common starting date is 01/21/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EZMAX (EATON VANCE SHORT DURATION MUNICIPAL OPPORTUNITIES FUND EATON VANCE SHORT DURATION MUNICIPAL OPPORTU) | 01/21/1994 | 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 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.52 | 3.43 | 0.99 | 1.39 | 1.64 | 1.90 | … | … | 0.62 | 4.12 | 3.05 | 3.48 | -5.72 | 1.00 | 1.33 | 3.78 | 1.40 | 3.88 | -0.76 | 1.59 | 4.66 | -3.73 | 2.95 | 6.77 | 0.21 | 11.75 | -5.26 | 1.60 | 3.68 | 0.83 | 1.42 | 3.93 | 7.42 | 4.03 | 8.28 | -4.05 | 4.32 | 6.05 | 2.07 | 10.46 | -2.86 |
| Sharpe Ratio | NA | 1.18 | 0.17 | -0.71 | -0.10 | NA | NA | … | … | -0.45 | 0.42 | -0.29 | -0.09 | -3.62 | 1.07 | 0.24 | 2.40 | 0.02 | 2.60 | -0.48 | 0.83 | 2.67 | -1.16 | 1.23 | 2.83 | 0.05 | 3.35 | -1.35 | -0.90 | 0.16 | -0.70 | 0.14 | 0.97 | 2.12 | 0.74 | 1.95 | -3.27 | 0.37 | 0.35 | -0.38 | 2.27 | -1.60 |
| Standard Deviation(%) | NA | 1.84 | 2.38 | 2.14 | 2.24 | NA | NA | … | … | 2.21 | 2.98 | 1.96 | 1.96 | 1.99 | 0.91 | 4.51 | 0.96 | 1.00 | 1.24 | 2.04 | 1.89 | 1.74 | 3.25 | 2.37 | 2.38 | 2.58 | 3.48 | 4.59 | 1.72 | 1.70 | 2.04 | 3.11 | 3.32 | 2.96 | 2.15 | 2.09 | 2.27 | 2.31 | 6.72 | 4.18 | 2.86 | 3.85 |
| Draw Down(%) | NA | 2.27 | 3.09 | 8.34 | 8.34 | NA | NA | … | … | 2.27 | 3.09 | 1.39 | 2.23 | 7.61 | 1.16 | 7.96 | 0.61 | 0.79 | 0.92 | 4.13 | 2.38 | 1.39 | 6.89 | 2.70 | 2.35 | 4.73 | 2.91 | 9.89 | 1.84 | 1.01 | 2.58 | 5.07 | 4.97 | 3.41 | 3.12 | 2.25 | 5.52 | 1.79 | 4.41 | 3.63 | 1.43 | 6.44 |
| Yield(%) | 0.00 | 2.13 | 2.23 | 1.59 | 1.45 | 1.66 | 1.93 | … | … | 0.72 | 2.35 | 2.27 | 2.02 | 0.86 | 0.39 | 0.91 | 1.35 | 1.49 | 1.39 | 1.78 | 1.89 | 2.06 | 2.05 | 2.12 | 2.65 | 2.42 | 3.10 | 2.82 | 2.90 | 2.91 | 2.73 | 2.69 | 3.06 | 3.54 | 3.68 | 3.86 | 3.58 | 3.73 | 3.77 | 3.73 | 3.94 | 4.39 |
Data as of 06/05/2026, Common starting date is 01/21/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EZMAX (EATON VANCE SHORT DURATION MUNICIPAL OPPORTUNITIES FUND EATON VANCE SHORT DURATION MUNICIPAL OPPORTU) |
-1.73%
Oct 2019 – Oct 2022 |
-0.07%
Sep 2017 – Sep 2022 |
0.50%
Oct 2012 – Oct 2022 |
1.36%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EZMAX (EATON VANCE SHORT DURATION MUNICIPAL OPPORTUNITIES FUND EATON VANCE SHORT DURATION MUNICIPAL OPPORTU) |
7.65%
May 2000 – May 2003 |
5.33%
Jan 2000 – Jan 2005 |
4.37%
Nov 1994 – Nov 2004 |
3.74%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart