Correlation
The correlation between EZMAX and E is -0.04. 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.
EZMAX vs. E
Compare and contrast key facts about Eaton Vance Short Duration Municipal Opportunities Fund (EZMAX) and Eni S.p.A. (E).
EZMAX is managed by Eaton Vance. It was launched on Dec 7, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EZMAX or E.
Performance
EZMAX vs. E - Performance Comparison
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Key characteristics
EZMAX:
0.97
E:
0.08
EZMAX:
1.19
E:
0.17
EZMAX:
1.22
E:
1.02
EZMAX:
0.86
E:
0.01
EZMAX:
3.45
E:
0.03
EZMAX:
0.83%
E:
7.72%
EZMAX:
3.20%
E:
22.96%
EZMAX:
-9.89%
E:
-66.24%
EZMAX:
-1.29%
E:
-4.55%
Returns By Period
In the year-to-date period, EZMAX achieves a -0.07% return, which is significantly lower than E's 11.91% return. Over the past 10 years, EZMAX has underperformed E with an annualized return of 1.31%, while E has yielded a comparatively higher 4.14% annualized return.
EZMAX
-0.07%
-0.11%
-0.61%
2.80%
1.84%
1.16%
1.31%
E
11.91%
4.76%
8.66%
0.62%
6.14%
17.39%
4.14%
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Risk-Adjusted Performance
EZMAX vs. E — Risk-Adjusted Performance Rank
EZMAX
E
EZMAX vs. E - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Short Duration Municipal Opportunities Fund (EZMAX) and Eni S.p.A. (E). 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
EZMAX vs. E - Dividend Comparison
EZMAX's dividend yield for the trailing twelve months is around 2.13%, less than E's 7.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EZMAX Eaton Vance Short Duration Municipal Opportunities Fund | 2.13% | 2.25% | 1.99% | 0.92% | 0.39% | 0.91% | 1.34% | 1.50% | 1.37% | 1.83% | 1.89% | 2.01% |
E Eni S.p.A. | 7.28% | 7.69% | 5.74% | 6.39% | 5.79% | 5.91% | 6.11% | 5.15% | 5.38% | 5.57% | 7.15% | 8.58% |
Drawdowns
EZMAX vs. E - Drawdown Comparison
The maximum EZMAX drawdown since its inception was -9.89%, smaller than the maximum E drawdown of -66.24%. Use the drawdown chart below to compare losses from any high point for EZMAX and E.
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Volatility
EZMAX vs. E - Volatility Comparison
The current volatility for Eaton Vance Short Duration Municipal Opportunities Fund (EZMAX) is 0.33%, while Eni S.p.A. (E) has a volatility of 5.44%. This indicates that EZMAX experiences smaller price fluctuations and is considered to be less risky than E based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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