Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXPNX (Eaton Vance PA Ltd Maturity Muni Inc A) | NA | 3.90% | 3.08% | 3.60% | 3.32% | 3.73% | NA | … | … |
Data as of 06/30/2014, Common starting date is 03/18/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXPNX (Eaton Vance PA Ltd Maturity Muni Inc A) | 03/18/1999 | 06/30/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 3.90 | 3.08 | 3.60 | 3.32 | 3.73 | NA | … | … | 3.46 | -1.99 | 4.82 | 6.54 | 0.44 | 11.78 | -4.42 | 2.34 | 5.11 | 2.26 | 2.61 | 5.27 | 7.88 | 4.23 | 8.86 | -3.68 |
| Sharpe Ratio | NA | 2.03 | 1.30 | 1.50 | 0.82 | NA | NA | … | … | 4.13 | -0.73 | 2.32 | 2.87 | 0.14 | 3.63 | -1.02 | -0.46 | 1.05 | 0.00 | 0.52 | 1.37 | 2.21 | 0.82 | 2.25 | -3.69 |
| Standard Deviation(%) | NA | 1.91 | 2.34 | 2.37 | 2.76 | NA | NA | … | … | 1.72 | 2.77 | 2.07 | 2.27 | 2.47 | 3.22 | 5.24 | 1.77 | 1.61 | 1.81 | 3.15 | 3.32 | 3.05 | 2.21 | 2.06 | 2.17 |
| Draw Down(%) | NA | 1.67 | 5.27 | 5.27 | 9.48 | NA | NA | … | … | 0.89 | 5.19 | 1.81 | 1.69 | 4.01 | 2.78 | 9.48 | 1.57 | 0.75 | 1.80 | 5.17 | 5.33 | 3.71 | 2.79 | 2.13 | 4.41 |
| Yield(%) | 0.00 | 2.82 | 3.13 | 3.23 | 3.47 | 3.78 | 2.81 | … | … | 1.30 | 2.88 | 3.10 | 3.29 | 3.34 | 4.05 | 3.80 | 3.82 | 3.83 | 3.84 | 3.86 | 4.01 | 4.47 | 4.57 | 4.72 | 3.30 |
Data as of 06/30/2014, Common starting date is 03/18/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXPNX (Eaton Vance PA Ltd Maturity Muni Inc A) |
0.93%
Dec 2005 – Dec 2008 |
1.53%
Dec 2003 – Dec 2008 |
2.86%
Dec 2003 – Dec 2013 |
3.59%
Apr 1999 – Apr 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXPNX (Eaton Vance PA Ltd Maturity Muni Inc A) |
8.12%
May 2000 – May 2003 |
6.05%
Jan 2000 – Jan 2005 |
4.60%
Jan 2000 – Jan 2010 |
3.69%
May 1999 – May 2014 |
Annualized Rolling Returns Comparison Chart