Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XEIPX (Eaton Vance Pennsylvania Municipal Bond Fund) | NA | 2.36% | -1.29% | 0.65% | 1.76% | 0.75% | NA | … | … |
Data as of 09/24/2019, Common starting date is 03/27/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XEIPX (Eaton Vance Pennsylvania Municipal Bond Fund) | 03/27/2003 | 09/24/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.36 | -1.29 | 0.65 | 1.76 | 0.75 | NA | … | … | 0.41 | -1.41 | 1.81 | -3.90 | 2.54 | 19.47 | -6.56 | 8.08 | 12.16 | -8.45 | 38.51 | -37.42 | -3.96 | 4.62 | 2.75 | -1.56 | 2.07 |
| Sharpe Ratio | NA | 0.44 | -0.86 | 0.00 | 0.30 | NA | NA | … | … | -1.22 | -1.00 | 0.48 | -1.14 | 0.72 | 6.32 | -1.00 | 1.81 | 1.88 | -1.15 | 3.67 | -1.84 | -1.25 | 0.31 | 0.14 | -0.41 | 0.25 |
| Standard Deviation(%) | NA | 1.85 | 2.71 | 2.88 | 4.74 | NA | NA | … | … | 0.80 | 2.74 | 2.46 | 3.58 | 3.48 | 3.08 | 6.58 | 4.48 | 6.45 | 7.45 | 10.47 | 20.77 | 5.62 | 4.29 | 4.08 | 6.10 | 8.31 |
| Draw Down(%) | NA | 1.94 | 7.70 | 8.55 | 20.97 | NA | NA | … | … | 0.59 | 4.92 | 2.52 | 8.54 | 4.71 | 1.90 | 15.02 | 4.01 | 7.28 | 15.29 | 8.92 | 46.53 | 9.63 | 5.23 | 4.82 | 11.63 | 11.87 |
| Yield(%) | 0.00 | 1.59 | 1.90 | 1.56 | 1.85 | 1.16 | 0.87 | … | … | 0.49 | 3.83 | 1.74 | 0.00 | 0.45 | 6.05 | 5.39 | 0.55 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/24/2019, 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 |
|---|---|---|---|---|
| XEIPX (Eaton Vance Pennsylvania Municipal Bond Fund) |
-14.33%
Dec 2005 – Dec 2008 |
-8.65%
Dec 2003 – Dec 2008 |
-1.12%
Jun 2003 – Jun 2013 |
0.34%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEIPX (Eaton Vance Pennsylvania Municipal Bond Fund) |
12.46%
Dec 2008 – Dec 2011 |
7.70%
Jan 2011 – Jan 2016 |
5.59%
Dec 2008 – Dec 2018 |
1.06%
Jul 2003 – Jul 2018 |
Annualized Rolling Returns Comparison Chart