Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XCEVX (Eaton Vance California Municipal Income Trust) | 2.56% | 11.22% | 3.36% | -1.08% | 0.90% | 2.71% | 0.68% | … | … |
Data as of 06/03/2026, Common starting date is 03/27/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XCEVX (Eaton Vance California Municipal Income Trust) | 03/27/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.18 | 11.22 | 3.36 | -1.08 | 0.90 | 2.71 | 0.68 | … | … | 2.56 | 1.50 | 1.34 | 6.97 | -17.15 | 2.71 | 7.29 | 11.40 | -0.74 | 2.48 | -2.97 | 0.29 | 19.63 | -7.17 | 11.04 | 10.22 | -7.62 | 33.19 | -36.76 | -7.77 | 3.58 | 2.02 | -0.52 | 3.07 |
| Sharpe Ratio | NA | 1.42 | 0.07 | -0.55 | -0.12 | NA | NA | … | … | 0.58 | -0.15 | -0.43 | 0.51 | -2.52 | 1.07 | 0.57 | 3.10 | -0.74 | 0.63 | -0.76 | 0.09 | 6.59 | -1.08 | 2.63 | 1.59 | -1.02 | 3.54 | -1.93 | -2.03 | 0.04 | -0.06 | -0.26 | 0.46 |
| Standard Deviation(%) | NA | 4.93 | 7.06 | 6.65 | 6.46 | NA | NA | … | … | 5.09 | 9.10 | 5.24 | 6.53 | 7.39 | 2.51 | 12.37 | 3.20 | 2.88 | 2.89 | 4.19 | 2.80 | 2.98 | 6.68 | 4.21 | 6.42 | 7.58 | 9.35 | 19.54 | 5.39 | 3.83 | 3.96 | 5.84 | 7.22 |
| Draw Down(%) | NA | 4.07 | 11.00 | 23.87 | 23.87 | NA | NA | … | … | 4.07 | 9.96 | 3.72 | 10.33 | 23.44 | 3.35 | 18.33 | 2.90 | 4.93 | 2.59 | 9.70 | 5.05 | 1.53 | 15.68 | 3.35 | 7.89 | 16.08 | 9.22 | 46.10 | 11.65 | 5.00 | 5.23 | 10.83 | 12.15 |
| Yield(%) | 0.00 | 5.68 | 4.71 | 3.65 | 3.16 | 3.42 | 1.97 | … | … | 2.25 | 5.19 | 4.67 | 3.66 | 3.58 | 3.82 | 3.83 | 4.02 | 3.37 | 1.10 | 0.00 | 0.43 | 5.54 | 5.15 | 0.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 03/27/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCEVX (Eaton Vance California Municipal Income Trust) |
-15.47%
Dec 2005 – Dec 2008 |
-9.32%
Dec 2003 – Dec 2008 |
-1.59%
Jun 2003 – Jun 2013 |
-0.26%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCEVX (Eaton Vance California Municipal Income Trust) |
10.69%
Dec 2008 – Dec 2011 |
7.73%
Mar 2011 – Mar 2016 |
5.52%
Jan 2011 – Jan 2021 |
4.00%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart