ETORX vs. MFIC

In the year-to-date period, ETORX achieves a -1.20% return, which is significantly lower than MFIC's -0.14% return. Over the past 10 years, ETORX has underperformed MFIC with an annualized return of 1.87%, while MFIC has yielded a comparatively higher 6.20% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Oregon Municipal Income Fund (ETORX) and MidCap Financial Investment Corporation (MFIC). 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.

The current ETORX Sharpe Ratio is 0.38, which is higher than the MFIC Sharpe Ratio of -0.18. The chart below compares the historical Sharpe Ratios of ETORX and MFIC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ETORX's dividend yield for the trailing twelve months is around 3.46%, less than MFIC's 13.15% yield.

The maximum ETORX drawdown since its inception was -28.39%, smaller than the maximum MFIC drawdown of -87.97%. Use the drawdown chart below to compare losses from any high point for ETORX and MFIC.

The current volatility for Eaton Vance Oregon Municipal Income Fund (ETORX) is 0.99%, while MidCap Financial Investment Corporation (MFIC) has a volatility of 6.54%. This indicates that ETORX experiences smaller price fluctuations and is considered to be less risky than MFIC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.