Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
XEMIX (Eaton Vance Michigan Municipal Income Trust) NA -0.15% 0.03% 4.15% 4.89% 0.53% NA
Data as of 12/20/2018, Common starting date is 03/27/2003
More Performance Analytics Comparison
Name Start Date End Date
XEMIX (Eaton Vance Michigan Municipal Income Trust) 03/27/2003 12/20/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003
Annualized Return (%) 0.00 -0.15 0.03 4.15 4.89 0.53 NA -3.66 2.56 -1.41 0.80 21.50 -9.05 7.69 12.45 -5.90 23.32 -26.25 -5.96 2.21 -0.80 -1.63 2.96
Sharpe Ratio NA -1.41 -0.43 0.93 0.88 NA NA -1.84 0.65 -0.37 0.22 6.60 -1.26 2.02 2.14 -1.03 3.28 -1.91 -2.08 -0.37 -1.01 -0.54 0.52
Standard Deviation(%) NA 2.77 3.44 3.44 4.99 NA NA 2.75 2.99 4.39 3.46 3.25 7.22 3.80 5.81 5.79 7.09 14.20 4.33 2.91 2.94 4.74 6.15
Draw Down(%) NA 4.51 9.27 9.27 18.33 NA NA 4.51 2.29 9.27 5.84 2.28 18.05 3.21 5.93 13.27 7.54 33.65 8.02 2.92 4.30 9.12 9.70
Yield(%) 0.00 4.26 1.76 2.42 2.23 1.00 0.77 4.21 1.06 0.00 0.40 5.51 4.58 0.46 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/20/2018, 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
XEMIX (Eaton Vance Michigan Municipal Income Trust) -10.84%
Dec 2005 – Dec 2008
-7.11%
Dec 2003 – Dec 2008
-1.36%
Aug 2003 – Aug 2013
0.46%
May 2003 – May 2018
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XEMIX (Eaton Vance Michigan Municipal Income Trust) 11.44%
Aug 2013 – Aug 2016
7.30%
Mar 2011 – Mar 2016
4.24%
Nov 2008 – Nov 2018
1.01%
Jul 2003 – Jul 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return