Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EZPNX (Eaton Vance PA Ltd Maturity Muni Inc C) | NA | 3.16% | 2.30% | 2.92% | 2.58% | 2.99% | NA | … | … |
Data as of 06/30/2014, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EZPNX (Eaton Vance PA Ltd Maturity Muni Inc C) | 06/21/1996 | 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 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 3.16 | 2.30 | 2.92 | 2.58 | 2.99 | NA | … | … | 3.05 | -2.66 | 4.13 | 6.04 | -0.31 | 10.90 | -5.07 | 1.56 | 4.28 | 1.48 | 1.71 | 4.62 | 7.11 | 3.42 | 8.01 | -3.45 | 3.88 | 7.01 | 4.31 |
| Sharpe Ratio | NA | 1.69 | 0.99 | 1.25 | 0.58 | NA | NA | … | … | 3.85 | -0.98 | 2.07 | 2.79 | -0.17 | 3.41 | -1.15 | -0.86 | 0.63 | -0.41 | 0.26 | 1.18 | 2.05 | 0.48 | 1.96 | -3.08 | 0.27 | -20.10 | 1.62 |
| Standard Deviation(%) | NA | 1.85 | 2.28 | 2.29 | 2.69 | NA | NA | … | … | 1.63 | 2.75 | 1.99 | 2.15 | 2.36 | 3.17 | 5.22 | 1.72 | 1.58 | 1.69 | 2.93 | 3.32 | 2.93 | 2.32 | 2.03 | 2.17 | 2.11 | 2.39 | 2.99 |
| Draw Down(%) | NA | 1.83 | 5.82 | 5.82 | 10.09 | NA | NA | … | … | 0.94 | 5.39 | 1.81 | 1.76 | 4.15 | 2.88 | 10.09 | 1.70 | 0.87 | 1.95 | 5.13 | 5.25 | 3.78 | 3.20 | 2.22 | 4.84 | 1.37 | 1.97 | 1.34 |
| Yield(%) | 0.00 | 2.16 | 2.38 | 2.56 | 2.76 | 3.06 | 2.94 | … | … | 1.00 | 2.17 | 2.33 | 2.84 | 2.65 | 3.28 | 3.07 | 3.05 | 3.09 | 3.07 | 2.97 | 3.23 | 3.77 | 3.81 | 3.95 | 3.66 | 3.81 | 3.77 | 2.27 |
Data as of 06/30/2014, 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 |
|---|---|---|---|---|
| EZPNX (Eaton Vance PA Ltd Maturity Muni Inc C) |
0.18%
Dec 2005 – Dec 2008 |
0.74%
Dec 2003 – Dec 2008 |
2.12%
Dec 2003 – Dec 2013 |
2.63%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EZPNX (Eaton Vance PA Ltd Maturity Muni Inc C) |
7.38%
May 2000 – May 2003 |
5.27%
Jan 2000 – Jan 2005 |
3.90%
Aug 1996 – Aug 2006 |
3.43%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison Chart