Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XMABX (Eaton Vance Massachusetts Municipal Bond Fund) | NA | -1.13% | -1.36% | 3.45% | 4.86% | 0.73% | NA | … | … |
Data as of 12/20/2018, Common starting date is 03/27/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XMABX (Eaton Vance Massachusetts Municipal Bond Fund) | 03/27/2003 | 12/20/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | -1.13 | -1.36 | 3.45 | 4.86 | 0.73 | NA | … | … | -3.91 | 2.85 | -4.78 | 2.76 | 20.49 | -10.22 | 9.02 | 13.90 | -7.62 | 25.39 | -26.14 | -5.64 | 4.51 | 0.67 | 1.01 | 2.42 |
| Sharpe Ratio | NA | -1.32 | -0.71 | 0.68 | 0.75 | NA | NA | … | … | -1.77 | 0.63 | -1.08 | 0.63 | 5.35 | -1.44 | 1.66 | 2.09 | -1.06 | 2.77 | -1.30 | -1.52 | 0.29 | -0.33 | 0.01 | 0.29 |
| Standard Deviation(%) | NA | 3.03 | 3.77 | 3.92 | 5.91 | NA | NA | … | … | 3.01 | 3.52 | 4.60 | 4.32 | 3.83 | 7.14 | 5.44 | 6.63 | 7.28 | 9.15 | 20.79 | 5.73 | 4.24 | 4.50 | 6.63 | 8.59 |
| Draw Down(%) | NA | 6.13 | 12.51 | 12.51 | 19.77 | NA | NA | … | … | 6.13 | 3.14 | 11.44 | 6.71 | 3.11 | 17.65 | 5.00 | 7.13 | 15.93 | 8.94 | 39.99 | 11.29 | 4.80 | 5.51 | 12.09 | 12.08 |
| Yield(%) | 0.00 | 3.79 | 1.58 | 2.42 | 2.29 | 1.06 | 0.83 | … | … | 3.47 | 1.44 | 0.00 | 0.41 | 5.63 | 4.84 | 0.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/20/2018, 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 |
|---|---|---|---|---|
| XMABX (Eaton Vance Massachusetts Municipal Bond Fund) |
-10.51%
Nov 2005 – Nov 2008 |
-6.45%
Nov 2003 – Nov 2008 |
-0.60%
Jun 2003 – Jun 2013 |
0.62%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMABX (Eaton Vance Massachusetts Municipal Bond Fund) |
10.73%
Aug 2013 – Aug 2016 |
7.62%
Jan 2011 – Jan 2016 |
4.55%
Nov 2008 – Nov 2018 |
1.31%
Jul 2003 – Jul 2018 |
Annualized Rolling Returns Comparison Chart