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.
Performance
EOT vs. FCBFX - Performance Comparison
Loading graphics...
EOT vs. FCBFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EOT Eaton Vance National Municipal Opportunities Trust | 2.43% | 7.97% | 1.90% | 7.67% | -22.32% | 11.41% | -1.56% | 21.98% | -12.85% | 14.10% |
FCBFX Fidelity Corporate Bond Fund | -1.20% | 7.86% | 2.82% | 8.82% | -17.11% | -1.59% | 10.59% | 14.48% | -2.56% | 6.83% |
Returns By Period
In the year-to-date period, EOT achieves a 2.43% return, which is significantly higher than FCBFX's -1.20% return. Over the past 10 years, EOT has underperformed FCBFX with an annualized return of 1.96%, while FCBFX has yielded a comparatively higher 2.84% annualized return.
EOT
- 1D
- 3.57%
- 1M
- -1.23%
- YTD
- 2.43%
- 6M
- 5.38%
- 1Y
- 7.99%
- 3Y*
- 3.73%
- 5Y*
- -0.94%
- 10Y*
- 1.96%
FCBFX
- 1D
- 0.57%
- 1M
- -2.76%
- YTD
- -1.20%
- 6M
- -0.42%
- 1Y
- 4.08%
- 3Y*
- 4.82%
- 5Y*
- 0.46%
- 10Y*
- 2.84%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
EOT vs. FCBFX — Risk / Return Rank
EOT
FCBFX
EOT vs. FCBFX - Risk-Adjusted Trends 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.
| EOT | FCBFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 0.98 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.15 | 1.37 | -0.22 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.17 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.04 | 1.55 | -0.51 |
Martin ratioReturn relative to average drawdown | 3.37 | 5.00 | -1.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| EOT | FCBFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 0.98 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.07 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.13 | 0.48 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.70 | -0.39 |
Correlation
The correlation between EOT and FCBFX is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
EOT vs. FCBFX - Dividend Comparison
EOT's dividend yield for the trailing twelve months is around 4.79%, more than FCBFX's 3.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EOT Eaton Vance National Municipal Opportunities Trust | 4.79% | 4.85% | 4.77% | 4.43% | 4.56% | 3.44% | 3.80% | 4.73% | 6.13% | 5.12% | 5.97% | 4.83% |
FCBFX Fidelity Corporate Bond Fund | 3.85% | 4.11% | 3.95% | 3.74% | 2.53% | 2.82% | 3.19% | 3.28% | 3.65% | 3.16% | 3.55% | 3.01% |
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 -23.23%. Use the drawdown chart below to compare losses from any high point for EOT and FCBFX.
Loading graphics...
Drawdown Indicators
| EOT | FCBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.25% | -23.23% | -10.02% |
Max Drawdown (1Y)Largest decline over 1 year | -7.30% | -3.31% | -3.99% |
Max Drawdown (5Y)Largest decline over 5 years | -33.25% | -23.21% | -10.04% |
Max Drawdown (10Y)Largest decline over 10 years | -33.25% | -23.23% | -10.02% |
Current DrawdownCurrent decline from peak | -13.09% | -2.76% | -10.33% |
Average DrawdownAverage peak-to-trough decline | -10.70% | -4.00% | -6.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.26% | 1.03% | +1.23% |
Volatility
EOT vs. FCBFX - Volatility Comparison
Eaton Vance National Municipal Opportunities Trust (EOT) has a higher volatility of 5.81% compared to Fidelity Corporate Bond Fund (FCBFX) at 1.85%. 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.
Loading graphics...
Volatility by Period
| EOT | FCBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.81% | 1.85% | +3.96% |
Volatility (6M)Calculated over the trailing 6-month period | 8.07% | 2.86% | +5.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.04% | 4.78% | +6.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.88% | 6.68% | +7.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.74% | 5.94% | +8.80% |