Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
XMMVX (Eaton Vance Massachusetts Municipal Income Trust) NA 3.11% -1.31% 0.43% 1.67% 0.62% NA
Data as of 09/24/2019, Common starting date is 03/27/2003
More Performance Analytics Comparison
Name Start Date End Date
XMMVX (Eaton Vance Massachusetts 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 3.11 -1.31 0.43 1.67 0.62 NA 0.29 -2.37 3.57 -3.66 0.77 17.48 -8.42 8.47 11.84 -6.51 38.20 -31.65 -8.33 3.37 0.46 -0.39 3.70
Sharpe Ratio NA 0.83 -0.69 -0.07 0.27 NA NA -1.36 -1.14 0.83 -0.86 0.25 5.67 -1.38 2.01 1.76 -0.87 4.31 -1.68 -1.98 0.02 -0.52 -0.27 0.73
Standard Deviation(%) NA 1.89 3.45 3.33 4.82 NA NA 0.84 3.25 3.54 4.50 2.99 3.08 6.13 4.22 6.70 7.55 8.83 19.29 5.75 3.45 3.31 5.03 5.73
Draw Down(%) NA 1.90 8.54 10.52 19.84 NA NA 0.62 5.80 2.28 10.52 5.06 2.28 15.36 3.65 7.26 16.10 8.30 41.60 12.27 3.96 4.06 9.05 8.16
Yield(%) 0.00 1.88 1.57 1.29 1.59 0.99 0.76 0.77 3.10 1.12 0.00 0.37 5.11 4.52 0.46 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
XMMVX (Eaton Vance Massachusetts Municipal Income Trust) -13.48%
Dec 2005 – Dec 2008
-8.31%
Dec 2003 – Dec 2008
-0.76%
Aug 2003 – Aug 2013
0.42%
Oct 2003 – Oct 2018
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XMMVX (Eaton Vance Massachusetts Municipal Income Trust) 13.05%
Dec 2008 – Dec 2011
7.50%
Dec 2008 – Dec 2013
5.31%
Dec 2008 – Dec 2018
0.93%
May 2004 – May 2019
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return