Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XENWX (Eaton Vance New York Municipal Bond Fund) | NA | -4.47% | 1.47% | -5.22% | -2.32% | -0.64% | -0.83% | … | … |
Data as of 10/24/2025, Common starting date is 03/12/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XENWX (Eaton Vance New York Municipal Bond Fund) | 03/12/2004 | 10/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | -4.47 | 1.47 | -5.22 | -2.32 | -0.64 | -0.83 | … | … | -4.56 | -4.80 | 6.05 | -21.83 | -1.77 | 1.34 | 8.44 | -0.77 | 2.55 | -5.59 | 0.56 | 17.73 | -7.63 | 7.73 | 10.11 | -6.60 | 28.12 | -29.67 | -5.55 | 4.01 | 1.31 | -3.26 |
| Sharpe Ratio | NA | -0.75 | -0.23 | -0.94 | -0.54 | NA | NA | … | … | -0.84 | -1.68 | 0.20 | -2.37 | -0.64 | 0.09 | 2.92 | -0.98 | 0.67 | -1.51 | 0.18 | 5.44 | -1.11 | 1.78 | 1.65 | -1.09 | 3.14 | -1.33 | -1.70 | 0.20 | -0.22 | -0.89 |
| Standard Deviation(%) | NA | 9.96 | 8.68 | 7.96 | 7.01 | NA | NA | … | … | 10.19 | 6.77 | 8.95 | 9.84 | 2.78 | 11.87 | 2.41 | 2.14 | 2.87 | 3.85 | 3.01 | 3.25 | 6.92 | 4.35 | 6.12 | 6.16 | 8.93 | 22.96 | 5.05 | 3.66 | 4.01 | 5.68 |
| Draw Down(%) | NA | 14.46 | 16.31 | 32.39 | 33.93 | NA | NA | … | … | 11.37 | 5.79 | 16.31 | 28.49 | 4.15 | 17.14 | 2.41 | 3.76 | 2.88 | 10.38 | 5.25 | 2.57 | 15.10 | 4.20 | 7.46 | 13.38 | 7.19 | 44.38 | 9.47 | 4.39 | 4.84 | 9.78 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.90 | 1.35 | 0.95 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.88 | 3.74 | 1.95 | 0.00 | 0.42 | 5.51 | 4.76 | 0.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/24/2025, Common starting date is 03/12/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XENWX (Eaton Vance New York Municipal Bond Fund) |
-11.60%
Dec 2005 – Dec 2008 |
-6.77%
Jul 2020 – Jul 2025 |
-2.79%
Jul 2015 – Jul 2025 |
-1.46%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XENWX (Eaton Vance New York Municipal Bond Fund) |
9.63%
Dec 2008 – Dec 2011 |
6.23%
Jan 2011 – Jan 2016 |
4.08%
Dec 2008 – Dec 2018 |
1.94%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart