Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XETTX (Eaton Vance Municipal Income 2028 Term Trust) | -0.92% | -0.87% | -1.11% | -3.49% | -0.67% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XETTX (Eaton Vance Municipal Income 2028 Term Trust) | 04/05/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | -0.87 | -1.11 | -3.49 | -0.67 | NA | NA | … | … | -0.92 | -1.02 | -1.90 | 0.32 | -11.42 | -1.70 | 1.59 | 10.22 | 0.85 | 6.08 | -2.20 | 2.76 | 30.86 | -15.82 |
| Sharpe Ratio | NA | -1.92 | -1.69 | -2.28 | -0.55 | NA | NA | … | … | -2.65 | -1.47 | -3.66 | -1.42 | -3.84 | -0.99 | 0.15 | 4.06 | -0.19 | 1.40 | -0.42 | 0.55 | 5.85 | -1.60 |
| Standard Deviation(%) | NA | 1.75 | 2.49 | 2.62 | 4.13 | NA | NA | … | … | 1.84 | 2.68 | 2.32 | 2.79 | 3.34 | 1.75 | 9.04 | 2.17 | 2.46 | 3.90 | 5.73 | 4.94 | 5.27 | 12.93 |
| Draw Down(%) | NA | 2.73 | 4.53 | 17.30 | 18.44 | NA | NA | … | … | 2.05 | 2.73 | 2.21 | 5.97 | 13.62 | 3.31 | 14.72 | 1.92 | 2.88 | 2.94 | 12.95 | 7.99 | 3.97 | 25.70 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.95 | 1.14 | 0.86 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.33 | 4.20 | 3.74 | 1.77 | 0.00 | 0.35 | 5.32 | 1.83 |
Data as of 06/05/2026, Common starting date is 04/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XETTX (Eaton Vance Municipal Income 2028 Term Trust) |
-5.27%
Oct 2020 – Oct 2023 |
-3.46%
May 2021 – May 2026 |
-0.62%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XETTX (Eaton Vance Municipal Income 2028 Term Trust) |
16.81%
Aug 2013 – Aug 2016 |
8.86%
Aug 2013 – Aug 2018 |
4.09%
Aug 2013 – Aug 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart