EGLIX vs. EMOIX
EGLIX (Eagle Energy Infrastructure Fund) and EMOIX (Eaton Vance Municipal Opportunities Fund) are both mutual funds - EGLIX is a Energy Equities fund managed by Eagle Global, while EMOIX is a Municipal Bonds fund managed by Eaton Vance. Over the past 10 years, EGLIX returned 12.34%/yr vs 2.28%/yr for EMOIX. Their -0.04 correlation means they have often moved in opposite directions in the past. EGLIX charges 1.40%/yr vs 0.67%/yr for EMOIX.
Performance
EGLIX vs. EMOIX - Performance Comparison
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Returns By Period
In the year-to-date period, EGLIX achieves a 28.43% return, which is significantly higher than EMOIX's 0.79% return. Over the past 10 years, EGLIX has outperformed EMOIX with an annualized return of 12.34%, while EMOIX has yielded a comparatively lower 2.28% annualized return.
EGLIX
- 1D
- 0.44%
- 1M
- 1.38%
- 6M
- 17.76%
- YTD
- 28.43%
- 1Y
- 29.06%
- 3Y*
- 25.68%
- 5Y*
- 26.00%
- 10Y*
- 12.34%
- ALL TIME*
- 7.98%
EMOIX
- 1D
- -0.26%
- 1M
- -2.07%
- 6M
- 0.08%
- YTD
- 0.79%
- 1Y
- 6.48%
- 3Y*
- 4.50%
- 5Y*
- 1.02%
- 10Y*
- 2.28%
- ALL TIME*
- 3.09%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
EGLIX vs. EMOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EGLIX Eagle Energy Infrastructure Fund | 28.43% | 3.00% | 43.07% | 16.07% | 33.19% | 49.17% | -23.58% | 9.31% | -18.79% | -9.37% |
EMOIX Eaton Vance Municipal Opportunities Fund | 0.79% | 6.01% | 4.17% | 5.37% | -9.57% | 2.79% | 4.28% | 7.17% | 1.30% | 6.17% |
Correlation
The correlation between EGLIX and EMOIX is -0.15, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.15 |
Correlation (3Y) Balances recent behavior with more history. | 0.01 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.02 |
Correlation (10Y) Provides a long-term view across more market conditions. | -0.02 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | -0.04 |
The correlation between EGLIX and EMOIX shifts across timeframes, from -0.15 (1 year) to 0.02 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
EGLIX vs. EMOIX — Risk / Return Rank
EGLIX
EMOIX
EGLIX vs. EMOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eagle Energy Infrastructure Fund (EGLIX) and Eaton Vance Municipal Opportunities Fund (EMOIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EGLIX | EMOIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.55 | ||
| Sortino ratioReturn per unit of downside risk | -1.17 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.61 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 4.06 | 2.54 | +1.51 |
| Martin ratioReturn relative to average drawdown | 9.37 | 8.96 | +0.40 |
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Drawdowns
EGLIX vs. EMOIX - Drawdown Comparison
The maximum EGLIX drawdown since its inception was -78.89%, which is greater than EMOIX's maximum drawdown of -14.20%. Use the drawdown chart below to compare losses from any high point for EGLIX and EMOIX.
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Drawdown Indicators
| EGLIX | EMOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.89% | -14.20% | -64.69% |
Max Drawdown (1Y)Largest decline over 1 year | -7.20% | -3.00% | -4.20% |
Max Drawdown (3Y)Largest decline over 3 years | -17.93% | -5.22% | -12.71% |
Max Drawdown (5Y)Largest decline over 5 years | -22.06% | -14.20% | -7.86% |
Max Drawdown (10Y)Largest decline over 10 years | -68.86% | -14.20% | -54.66% |
Current DrawdownCurrent decline from peak | -3.81% | -2.07% | -1.74% |
Average DrawdownAverage peak-to-trough decline | -27.19% | -2.71% | -24.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.11% | 0.85% | +2.26% |
Volatility
EGLIX vs. EMOIX - Volatility Comparison
Eagle Energy Infrastructure Fund (EGLIX) has a higher volatility of 5.13% compared to Eaton Vance Municipal Opportunities Fund (EMOIX) at 0.94%. This indicates that EGLIX's price experiences larger fluctuations and is considered to be riskier than EMOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EGLIX | EMOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.13% | 0.94% | +4.19% |
Volatility (6M)Calculated over the trailing 6-month period | 11.81% | 2.44% | +9.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.00% | 3.05% | +11.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.92% | 4.02% | +16.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.87% | 4.08% | +21.79% |
EGLIX vs. EMOIX - Expense Ratio Comparison
EGLIX has a 1.40% expense ratio, which is higher than EMOIX's 0.67% expense ratio.
Dividends
EGLIX vs. EMOIX - Dividend Comparison
EGLIX's dividend yield for the trailing twelve months is around 4.27%, more than EMOIX's 3.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EGLIX Eagle Energy Infrastructure Fund | 4.27% | 3.98% | 4.38% | 5.85% | 5.25% | 5.24% | 10.88% | 8.08% | 8.12% | 7.10% | 6.38% | 8.61% |
EMOIX Eaton Vance Municipal Opportunities Fund | 3.26% | 4.41% | 4.09% | 2.49% | 2.66% | 3.27% | 2.36% | 2.76% | 2.54% | 2.22% | 2.50% | 2.03% |
Frequently Asked Questions
EGLIX and EMOIX have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EGLIX has higher volatility (5.13%) compared to EMOIX (0.94%). In terms of maximum drawdown, EGLIX dropped -78.89% vs EMOIX's -14.20%.
EMOIX currently has the higher Sharpe Ratio (2.50 vs 1.95), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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