Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EZFLX (Eaton Vance AMT-Free Ltd Mat Muni Inc C) | NA | -4.42% | 1.24% | 3.52% | 2.21% | 2.76% | NA | … | … |
Data as of 11/08/2013, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EZFLX (Eaton Vance AMT-Free Ltd Mat Muni Inc C) | 06/21/1996 | 11/08/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | -4.42 | 1.24 | 3.52 | 2.21 | 2.76 | NA | … | … | -3.97 | 3.66 | 8.74 | -0.01 | 11.22 | -5.70 | 1.04 | 3.90 | 1.38 | 1.16 | 4.13 | 7.64 | 4.06 | 8.74 | -3.83 | 4.56 | 4.94 | 3.82 |
| Sharpe Ratio | NA | -1.59 | 0.41 | 1.08 | 0.37 | NA | NA | … | … | -1.62 | 1.68 | 3.30 | -0.03 | 2.89 | -1.17 | -1.29 | 0.42 | -0.43 | 0.08 | 1.02 | 2.13 | 0.85 | 1.39 | -3.10 | 0.57 | -20.47 | 1.21 |
| Standard Deviation(%) | NA | 2.81 | 2.90 | 3.16 | 3.06 | NA | NA | … | … | 2.87 | 2.16 | 2.64 | 3.16 | 3.85 | 5.66 | 1.54 | 1.46 | 1.84 | 2.80 | 3.36 | 3.08 | 2.09 | 3.38 | 2.28 | 2.18 | 2.45 | 3.19 |
| Draw Down(%) | NA | 5.87 | 5.90 | 7.53 | 10.73 | NA | NA | … | … | 5.87 | 2.53 | 2.39 | 6.72 | 3.43 | 10.73 | 1.49 | 0.78 | 2.09 | 4.91 | 5.11 | 3.84 | 2.43 | 2.38 | 5.43 | 1.41 | 2.18 | 1.45 |
| Yield(%) | 0.00 | 1.77 | 2.28 | 2.59 | 2.64 | 2.96 | 2.75 | … | … | 1.44 | 2.29 | 2.74 | 2.38 | 2.96 | 3.11 | 3.08 | 3.02 | 2.90 | 2.84 | 3.06 | 3.62 | 3.81 | 3.91 | 3.61 | 3.76 | 3.70 | 2.20 |
Data as of 11/08/2013, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EZFLX (Eaton Vance AMT-Free Ltd Mat Muni Inc C) |
-0.34%
Dec 2005 – Dec 2008 |
0.30%
Dec 2003 – Dec 2008 |
2.13%
Sep 2003 – Sep 2013 |
2.69%
Sep 1998 – Sep 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EZFLX (Eaton Vance AMT-Free Ltd Mat Muni Inc C) |
7.96%
May 2000 – May 2003 |
5.46%
Jan 2000 – Jan 2005 |
3.82%
Feb 2000 – Feb 2010 |
3.50%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison Chart