Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XEVMX (Eaton Vance California Municipal Bond Fund) | NA | -1.32% | 4.72% | -1.20% | 0.54% | 1.22% | 0.16% | … | … |
Data as of 10/24/2025, Common starting date is 03/27/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XEVMX (Eaton Vance California Municipal Bond Fund) | 03/27/2003 | 10/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.23 | -1.32 | 4.72 | -1.20 | 0.54 | 1.22 | 0.16 | … | … | -1.93 | 0.99 | 7.56 | -14.87 | 1.27 | 6.23 | 9.50 | 0.38 | 2.49 | -5.49 | 0.20 | 19.58 | -7.15 | 10.34 | 9.24 | -8.46 | 22.74 | -32.42 | -7.89 | 4.81 | 2.64 | -1.64 | 3.69 |
| Sharpe Ratio | NA | -0.44 | 0.17 | -0.52 | -0.16 | NA | NA | … | … | -0.52 | -0.53 | 0.57 | -2.21 | 0.62 | 0.55 | 2.99 | -0.41 | 0.61 | -1.51 | 0.07 | 6.45 | -1.00 | 2.62 | 1.38 | -1.04 | 2.15 | -1.38 | -1.99 | 0.41 | 0.11 | -0.38 | 0.47 |
| Standard Deviation(%) | NA | 9.81 | 7.51 | 6.61 | 6.11 | NA | NA | … | … | 10.31 | 5.00 | 6.85 | 7.42 | 2.02 | 10.83 | 2.68 | 2.47 | 3.03 | 3.77 | 2.60 | 3.03 | 7.19 | 3.96 | 6.67 | 8.22 | 10.53 | 24.11 | 5.56 | 3.43 | 3.56 | 6.91 | 8.91 |
| Draw Down(%) | NA | 11.82 | 11.82 | 21.66 | 21.66 | NA | NA | … | … | 10.69 | 3.72 | 10.92 | 21.20 | 2.63 | 16.31 | 2.43 | 3.58 | 3.42 | 10.31 | 4.70 | 1.92 | 15.59 | 3.42 | 8.49 | 17.11 | 11.80 | 46.37 | 10.26 | 3.59 | 3.60 | 11.90 | 12.70 |
| Yield(%) | 0.00 | 4.49 | 4.47 | 3.54 | 2.97 | 2.77 | 1.78 | … | … | 3.68 | 4.55 | 3.51 | 3.45 | 3.90 | 3.82 | 3.96 | 3.66 | 2.00 | 0.00 | 0.44 | 5.84 | 5.00 | 0.46 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/24/2025, 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 |
|---|---|---|---|---|
| XEVMX (Eaton Vance California Municipal Bond Fund) |
-13.27%
Dec 2005 – Dec 2008 |
-8.01%
Dec 2003 – Dec 2008 |
-1.91%
Jun 2003 – Jun 2013 |
-0.83%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEVMX (Eaton Vance California Municipal Bond Fund) |
9.20%
Aug 2013 – Aug 2016 |
7.33%
Jan 2011 – Jan 2016 |
4.88%
Jan 2011 – Jan 2021 |
3.10%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart