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EILTX vs. EIMAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EILTX vs. EIMAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund (EILTX) and Eaton Vance Massachusetts Municipal Income Fund (EIMAX). The values are adjusted to include any dividend payments, if applicable.

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EILTX vs. EIMAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EILTX
Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund
-1.17%6.86%1.65%6.40%-7.31%1.05%5.63%7.35%0.37%6.12%
EIMAX
Eaton Vance Massachusetts Municipal Income Fund
-0.70%3.76%1.37%5.06%-9.61%0.57%4.60%7.01%0.65%4.67%

Returns By Period

In the year-to-date period, EILTX achieves a -1.17% return, which is significantly lower than EIMAX's -0.70% return. Over the past 10 years, EILTX has outperformed EIMAX with an annualized return of 2.37%, while EIMAX has yielded a comparatively lower 1.47% annualized return.


EILTX

1D
0.16%
1M
-3.48%
YTD
-1.17%
6M
0.59%
1Y
5.09%
3Y*
3.50%
5Y*
1.44%
10Y*
2.37%

EIMAX

1D
0.13%
1M
-2.65%
YTD
-0.70%
6M
0.84%
1Y
3.61%
3Y*
2.28%
5Y*
0.14%
10Y*
1.47%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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EILTX vs. EIMAX - Expense Ratio Comparison

EILTX has a 0.40% expense ratio, which is lower than EIMAX's 0.48% expense ratio.


Return for Risk

EILTX vs. EIMAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EILTX
EILTX Risk / Return Rank: 6767
Overall Rank
EILTX Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
EILTX Sortino Ratio Rank: 6767
Sortino Ratio Rank
EILTX Omega Ratio Rank: 8787
Omega Ratio Rank
EILTX Calmar Ratio Rank: 5656
Calmar Ratio Rank
EILTX Martin Ratio Rank: 5656
Martin Ratio Rank

EIMAX
EIMAX Risk / Return Rank: 3939
Overall Rank
EIMAX Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
EIMAX Sortino Ratio Rank: 3333
Sortino Ratio Rank
EIMAX Omega Ratio Rank: 6464
Omega Ratio Rank
EIMAX Calmar Ratio Rank: 3131
Calmar Ratio Rank
EIMAX Martin Ratio Rank: 2828
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EILTX vs. EIMAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund (EILTX) and Eaton Vance Massachusetts Municipal Income Fund (EIMAX). 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.


EILTXEIMAXDifference

Sharpe ratio

Return per unit of total volatility

1.26

0.79

+0.47

Sortino ratio

Return per unit of downside risk

1.70

1.10

+0.60

Omega ratio

Gain probability vs. loss probability

1.37

1.24

+0.13

Calmar ratio

Return relative to maximum drawdown

1.34

0.87

+0.47

Martin ratio

Return relative to average drawdown

5.40

3.04

+2.36

EILTX vs. EIMAX - Sharpe Ratio Comparison

The current EILTX Sharpe Ratio is 1.26, which is higher than the EIMAX Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of EILTX and EIMAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


EILTXEIMAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.26

0.79

+0.47

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.37

0.03

+0.33

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.58

0.35

+0.23

Sharpe Ratio (All Time)

Calculated using the full available price history

0.81

0.56

+0.25

Correlation

The correlation between EILTX and EIMAX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

EILTX vs. EIMAX - Dividend Comparison

EILTX's dividend yield for the trailing twelve months is around 3.22%, less than EIMAX's 3.66% yield.


TTM20252024202320222021202020192018201720162015
EILTX
Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund
3.22%3.92%3.70%2.17%2.20%1.65%1.80%2.46%2.08%1.94%1.61%2.30%
EIMAX
Eaton Vance Massachusetts Municipal Income Fund
3.66%4.52%4.15%2.39%2.62%2.01%2.58%3.46%3.27%3.41%3.65%3.70%

Drawdowns

EILTX vs. EIMAX - Drawdown Comparison

The maximum EILTX drawdown since its inception was -13.27%, smaller than the maximum EIMAX drawdown of -29.25%. Use the drawdown chart below to compare losses from any high point for EILTX and EIMAX.


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Drawdown Indicators


EILTXEIMAXDifference

Max Drawdown

Largest peak-to-trough decline

-13.27%

-29.25%

+15.98%

Max Drawdown (1Y)

Largest decline over 1 year

-4.69%

-5.62%

+0.93%

Max Drawdown (5Y)

Largest decline over 5 years

-13.27%

-14.67%

+1.40%

Max Drawdown (10Y)

Largest decline over 10 years

-13.27%

-14.67%

+1.40%

Current Drawdown

Current decline from peak

-3.48%

-2.65%

-0.83%

Average Drawdown

Average peak-to-trough decline

-2.41%

-3.92%

+1.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.16%

1.61%

-0.45%

Volatility

EILTX vs. EIMAX - Volatility Comparison

Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund (EILTX) has a higher volatility of 1.17% compared to Eaton Vance Massachusetts Municipal Income Fund (EIMAX) at 1.03%. This indicates that EILTX's price experiences larger fluctuations and is considered to be riskier than EIMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EILTXEIMAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.17%

1.03%

+0.14%

Volatility (6M)

Calculated over the trailing 6-month period

1.78%

1.69%

+0.09%

Volatility (1Y)

Calculated over the trailing 1-year period

4.82%

5.75%

-0.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.98%

4.34%

-0.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.09%

4.19%

-0.10%