EOT vs. FCBFX
Compare and contrast key facts about Eaton Vance National Municipal Opportunities Trust (EOT) and Fidelity Corporate Bond Fund (FCBFX).
FCBFX is managed by Fidelity. It was launched on May 4, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EOT or FCBFX.
Correlation
The correlation between EOT and FCBFX is -0.12. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
EOT vs. FCBFX - Performance Comparison
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Key characteristics
EOT:
0.61
FCBFX:
0.90
EOT:
0.82
FCBFX:
1.32
EOT:
1.11
FCBFX:
1.15
EOT:
0.22
FCBFX:
0.41
EOT:
1.41
FCBFX:
2.55
EOT:
3.84%
FCBFX:
2.04%
EOT:
9.95%
FCBFX:
5.87%
EOT:
-33.25%
FCBFX:
-23.12%
EOT:
-18.89%
FCBFX:
-7.53%
Returns By Period
In the year-to-date period, EOT achieves a 3.21% return, which is significantly higher than FCBFX's 1.18% return. Both investments have delivered pretty close results over the past 10 years, with EOT having a 2.44% annualized return and FCBFX not far behind at 2.38%.
EOT
3.21%
6.48%
-2.41%
6.04%
2.43%
2.44%
FCBFX
1.18%
1.71%
0.13%
5.31%
0.22%
2.38%
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Risk-Adjusted Performance
EOT vs. FCBFX — Risk-Adjusted Performance Rank
EOT
FCBFX
EOT vs. FCBFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance National Municipal Opportunities Trust (EOT) and Fidelity Corporate Bond Fund (FCBFX). 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.
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Dividends
EOT vs. FCBFX - Dividend Comparison
EOT's dividend yield for the trailing twelve months is around 4.84%, more than FCBFX's 4.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EOT Eaton Vance National Municipal Opportunities Trust | 4.84% | 4.77% | 4.43% | 4.56% | 3.44% | 3.80% | 4.76% | 6.13% | 5.12% | 5.95% | 4.83% | 4.90% |
FCBFX Fidelity Corporate Bond Fund | 4.06% | 3.94% | 3.74% | 3.37% | 2.53% | 2.58% | 3.29% | 3.64% | 3.17% | 3.26% | 3.32% | 3.07% |
Drawdowns
EOT vs. FCBFX - Drawdown Comparison
The maximum EOT drawdown since its inception was -33.25%, which is greater than FCBFX's maximum drawdown of -23.12%. Use the drawdown chart below to compare losses from any high point for EOT and FCBFX. For additional features, visit the drawdowns tool.
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Volatility
EOT vs. FCBFX - Volatility Comparison
Eaton Vance National Municipal Opportunities Trust (EOT) has a higher volatility of 4.54% compared to Fidelity Corporate Bond Fund (FCBFX) at 1.56%. This indicates that EOT's price experiences larger fluctuations and is considered to be riskier than FCBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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