Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XEVJX (Eaton Vance New Jersey Municipal Income Trust) | NA | 4.00% | -0.33% | 0.58% | 1.16% | 0.45% | NA | … | … |
Data as of 09/24/2019, Common starting date is 03/27/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XEVJX (Eaton Vance New Jersey Municipal Income Trust) | 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 | 4.00 | -0.33 | 0.58 | 1.16 | 0.45 | NA | … | … | 1.76 | -0.27 | 2.02 | -2.87 | -0.92 | 15.81 | -5.75 | 8.67 | 6.06 | -8.73 | 49.95 | -37.62 | -8.07 | 5.13 | 1.06 | -1.31 | 5.10 |
| Sharpe Ratio | NA | 1.10 | -0.48 | -0.03 | 0.18 | NA | NA | … | … | 0.63 | -0.55 | 0.52 | -0.77 | -0.36 | 5.77 | -1.03 | 2.42 | 0.95 | -1.24 | 5.20 | -1.95 | -2.01 | 0.48 | -0.33 | -0.41 | 0.87 |
| Standard Deviation(%) | NA | 2.24 | 2.88 | 2.87 | 4.40 | NA | NA | … | … | 1.40 | 2.90 | 2.68 | 4.01 | 2.60 | 2.74 | 5.64 | 3.59 | 6.37 | 7.12 | 9.58 | 19.70 | 5.53 | 3.82 | 3.35 | 5.52 | 6.97 |
| Draw Down(%) | NA | 2.30 | 7.62 | 8.76 | 19.99 | NA | NA | … | … | 0.63 | 4.53 | 2.06 | 8.76 | 5.43 | 1.82 | 12.55 | 2.64 | 7.37 | 13.91 | 7.87 | 46.29 | 11.21 | 4.12 | 4.80 | 11.12 | 10.03 |
| Yield(%) | 0.00 | 2.10 | 1.92 | 1.52 | 1.70 | 1.08 | 0.84 | … | … | 0.70 | 4.05 | 1.36 | 0.00 | 0.43 | 5.76 | 5.02 | 0.50 | 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 |
|---|---|---|---|---|
| XEVJX (Eaton Vance New Jersey Municipal Income Trust) |
-15.52%
Dec 2005 – Dec 2008 |
-9.67%
Dec 2003 – Dec 2008 |
-1.11%
Dec 2003 – Dec 2013 |
0.09%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEVJX (Eaton Vance New Jersey Municipal Income Trust) |
13.22%
Dec 2008 – Dec 2011 |
8.25%
Dec 2008 – Dec 2013 |
5.55%
Dec 2008 – Dec 2018 |
0.79%
Jun 2004 – Jun 2019 |
Annualized Rolling Returns Comparison Chart