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Eaton Vance Intermediate Municipal Income ETF (EVI...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

Issuer

Eaton Vance

Inception Date

Oct 16, 2023

Leveraged

1x

Index Tracked

No Index (Active)

Asset Class

Bond

Expense Ratio

EVIM features an expense ratio of 0.29%, falling within the medium range.


Expense ratio chart for EVIM: current value at 0.29% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.29%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
EVIM vs. MUST EVIM vs. SPHY
Popular comparisons:
EVIM vs. MUST EVIM vs. SPHY

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Eaton Vance Intermediate Municipal Income ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
0.82%
7.08%
EVIM (Eaton Vance Intermediate Municipal Income ETF)
Benchmark (^GSPC)

Returns By Period

Eaton Vance Intermediate Municipal Income ETF had a return of -0.37% year-to-date (YTD) and 2.00% in the last 12 months.


EVIM

YTD

-0.37%

1M

-1.02%

6M

0.81%

1Y

2.00%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

0.95%

1M

-1.87%

6M

7.08%

1Y

25.28%

5Y*

12.31%

10Y*

11.41%

*Annualized

Monthly Returns

The table below presents the monthly returns of EVIM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-0.23%0.38%0.02%-1.10%0.13%1.12%1.21%0.14%1.36%-1.29%1.76%-1.47%1.99%
20230.18%3.13%3.45%6.88%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of EVIM is 30, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of EVIM is 3030
Overall Rank
The Sharpe Ratio Rank of EVIM is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of EVIM is 2525
Sortino Ratio Rank
The Omega Ratio Rank of EVIM is 2626
Omega Ratio Rank
The Calmar Ratio Rank of EVIM is 4242
Calmar Ratio Rank
The Martin Ratio Rank of EVIM is 3232
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Eaton Vance Intermediate Municipal Income ETF (EVIM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
No data
EVIM
^GSPC

There is not enough data available to calculate the Sharpe ratio for Eaton Vance Intermediate Municipal Income ETF. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Chart placeholderNot enough data

Dividends

Dividend History

Eaton Vance Intermediate Municipal Income ETF provided a 3.91% dividend yield over the last twelve months, with an annual payout of $2.02 per share.


0.50%1.00%1.50%2.00%2.50%3.00%3.50%4.00%$0.00$0.50$1.00$1.50$2.0020232024
Dividends
Dividend Yield
PeriodTTM20242023
Dividend$2.02$2.02$0.42

Dividend yield

3.91%3.89%0.78%

Monthly Dividends

The table displays the monthly dividend distributions for Eaton Vance Intermediate Municipal Income ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00
2024$0.18$0.17$0.17$0.17$0.18$0.17$0.18$0.17$0.14$0.16$0.16$0.17$2.02
2023$0.25$0.17$0.42

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-8.00%-6.00%-4.00%-2.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-2.23%
-2.51%
EVIM (Eaton Vance Intermediate Municipal Income ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Eaton Vance Intermediate Municipal Income ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Eaton Vance Intermediate Municipal Income ETF was 2.75%, occurring on Jan 14, 2025. The portfolio has not yet recovered.

The current Eaton Vance Intermediate Municipal Income ETF drawdown is 2.23%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-2.75%Dec 9, 202424Jan 14, 2025
-2.34%Oct 3, 202425Nov 6, 202415Nov 27, 202440
-1.59%Mar 12, 202443May 29, 20249Jun 14, 202452
-0.97%Aug 5, 20244Aug 8, 202418Sep 10, 202422
-0.93%Jan 9, 202410Jan 24, 202417Feb 23, 202427

Volatility

Volatility Chart

The current Eaton Vance Intermediate Municipal Income ETF volatility is 1.32%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%AugustSeptemberOctoberNovemberDecember2025
1.32%
4.97%
EVIM (Eaton Vance Intermediate Municipal Income ETF)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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