Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XEMJX (Eaton Vance New Jersey Municipal Bond Fund) | NA | 2.92% | -1.14% | 0.76% | 1.38% | 0.56% | NA | 0.72% |
Data as of 09/24/2019, AR inception is 03/27/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XEMJX (Eaton Vance New Jersey Municipal Bond Fund) | 03/27/2003 | 09/24/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.92 | -1.14 | 0.76 | 1.38 | 0.56 | NA | 0.72 | 0.61 | -1.27 | 3.73 | -4.92 | 2.14 | 17.80 | -6.12 | 9.41 | 8.58 | -9.72 | 35.14 | -32.38 | -6.78 | 5.79 | 0.40 | 0.33 | 2.65 |
| Sharpe Ratio | NA | 0.64 | -0.60 | 0.03 | 0.21 | NA | NA | -0.02 | -0.74 | -0.78 | 0.85 | -1.10 | 0.52 | 5.27 | -0.99 | 2.14 | 1.39 | -1.32 | 3.38 | -1.44 | -1.63 | 0.51 | -0.37 | -0.08 | 0.30 |
| Standard Deviation(%) | NA | 2.15 | 3.60 | 3.67 | 4.92 | NA | NA | 8.10 | 0.96 | 3.35 | 3.64 | 4.64 | 4.07 | 3.37 | 6.22 | 4.42 | 6.16 | 7.42 | 10.36 | 23.01 | 6.03 | 4.90 | 4.79 | 7.55 | 9.44 |
| Draw Down(%) | NA | 2.55 | 9.80 | 11.36 | 21.64 | NA | NA | 46.30 | 0.64 | 4.97 | 3.08 | 11.36 | 6.62 | 2.94 | 13.82 | 3.87 | 7.00 | 16.13 | 8.68 | 43.90 | 10.06 | 5.70 | 6.69 | 13.86 | 13.63 |
| Yield(%) | 0.00 | 1.36 | 1.80 | 1.49 | 1.65 | 1.04 | 0.81 | 1.01 | 0.32 | 3.71 | 1.74 | 0.00 | 0.43 | 5.49 | 4.79 | 0.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/24/2019, AR inception is 03/27/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEMJX (Eaton Vance New Jersey Municipal Bond Fund) |
-12.63%
Dec 2005 - Dec 2008 |
-7.65%
Dec 2003 - Dec 2008 |
-1.16%
Jun 2003 - Jun 2013 |
0.20%
May 2003 - May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEMJX (Eaton Vance New Jersey Municipal Bond Fund) |
9.87%
Aug 2013 - Aug 2016 |
6.98%
Jan 2011 - Jan 2016 |
4.92%
Dec 2008 - Dec 2018 |
1.07%
Jul 2003 - Jul 2018 |
Annualized Rolling Returns Comparison Chart