Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XEVYX (Eaton Vance New York Municipal Income Trust) | NA | 5.33% | 7.16% | 2.88% | 4.27% | 1.51% | NA | … | … |
Data as of 08/24/2021, Common starting date is 03/27/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XEVYX (Eaton Vance New York Municipal Income Trust) | 03/27/2003 | 08/24/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 5.33 | 7.16 | 2.88 | 4.27 | 1.51 | NA | … | … | -22.24 | 6.57 | 12.13 | -0.32 | 2.18 | -3.13 | 0.46 | 18.64 | -6.99 | 9.95 | 9.51 | -5.80 | 51.77 | -42.01 | -7.82 | 3.15 | 0.13 | -0.50 | 4.87 |
| Sharpe Ratio | NA | -0.79 | -0.18 | -0.26 | 0.10 | NA | NA | … | … | -1.01 | 0.45 | 2.64 | -0.62 | 0.58 | -0.81 | 0.15 | 6.37 | -1.19 | 2.46 | 1.58 | -0.85 | 5.15 | -2.11 | -2.12 | -0.04 | -0.55 | -0.23 | 0.81 |
| Standard Deviation(%) | NA | 25.60 | 17.01 | 13.31 | 9.86 | NA | NA | … | … | 31.94 | 14.15 | 4.05 | 2.65 | 2.67 | 4.08 | 2.96 | 2.92 | 5.91 | 4.06 | 6.01 | 6.93 | 10.03 | 20.28 | 5.14 | 3.93 | 3.69 | 6.25 | 7.09 |
| Draw Down(%) | NA | 23.76 | 23.76 | 23.76 | 23.76 | NA | NA | … | … | 23.76 | 19.63 | 4.01 | 4.51 | 1.88 | 9.74 | 5.19 | 2.03 | 14.87 | 3.55 | 7.02 | 13.08 | 7.62 | 51.54 | 11.02 | 4.72 | 4.86 | 11.57 | 10.51 |
| Yield(%) | 0.00 | 3.69 | 3.94 | 2.85 | 3.02 | 1.66 | 1.32 | … | … | 2.43 | 3.61 | 3.75 | 3.94 | 1.41 | 0.00 | 0.46 | 6.54 | 5.41 | 0.55 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/24/2021, 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 |
|---|---|---|---|---|
| XEVYX (Eaton Vance New York Municipal Income Trust) |
-18.00%
Dec 2005 – Dec 2008 |
-11.29%
Dec 2003 – Dec 2008 |
-1.28%
Dec 2003 – Dec 2013 |
0.12%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEVYX (Eaton Vance New York Municipal Income Trust) |
16.12%
Dec 2008 – Dec 2011 |
9.87%
Dec 2008 – Dec 2013 |
6.53%
Dec 2008 – Dec 2018 |
1.73%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart