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PMO vs. EVN
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between PMO and EVN is 0.33, 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.


-0.50.00.51.00.3

Performance

PMO vs. EVN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Putnam Municipal Opportunities Trust (PMO) and Eaton Vance Municipal Income Trust (EVN). The values are adjusted to include any dividend payments, if applicable.

0.00%2.00%4.00%6.00%8.00%10.00%AugustSeptemberOctoberNovemberDecember2025
2.03%
1.61%
PMO
EVN

Key characteristics

Sharpe Ratio

PMO:

0.28

EVN:

0.79

Sortino Ratio

PMO:

0.44

EVN:

1.17

Omega Ratio

PMO:

1.06

EVN:

1.14

Calmar Ratio

PMO:

0.10

EVN:

0.33

Martin Ratio

PMO:

0.82

EVN:

2.30

Ulcer Index

PMO:

3.24%

EVN:

3.32%

Daily Std Dev

PMO:

9.61%

EVN:

9.60%

Max Drawdown

PMO:

-36.47%

EVN:

-56.95%

Current Drawdown

PMO:

-20.90%

EVN:

-16.12%

Fundamentals

Market Cap

PMO:

$299.81M

EVN:

$401.04M

EPS

PMO:

$2.15

EVN:

$0.44

PE Ratio

PMO:

4.71

EVN:

22.98

PEG Ratio

PMO:

0.00

EVN:

0.00

Total Revenue (TTM)

PMO:

$9.27M

EVN:

$14.29M

Gross Profit (TTM)

PMO:

$8.09M

EVN:

$14.29M

EBITDA (TTM)

PMO:

$52.57M

EVN:

-$742.11K

Returns By Period

As of year-to-date, both investments have demonstrated similar returns, with PMO at 0.79% and EVN at 0.79%. Over the past 10 years, PMO has outperformed EVN with an annualized return of 3.57%, while EVN has yielded a comparatively lower 2.15% annualized return.


PMO

YTD

0.79%

1M

-4.34%

6M

2.03%

1Y

3.45%

5Y*

-0.14%

10Y*

3.57%

EVN

YTD

0.79%

1M

-4.84%

6M

1.61%

1Y

7.63%

5Y*

0.31%

10Y*

2.15%

*Annualized

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Risk-Adjusted Performance

PMO vs. EVN - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Putnam Municipal Opportunities Trust (PMO) and Eaton Vance Municipal Income Trust (EVN). 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 chart of Sharpe ratio for PMO, currently valued at 0.28, compared to the broader market-4.00-2.000.002.000.280.79
The chart of Sortino ratio for PMO, currently valued at 0.44, compared to the broader market-4.00-2.000.002.004.000.441.17
The chart of Omega ratio for PMO, currently valued at 1.06, compared to the broader market0.501.001.502.001.061.14
The chart of Calmar ratio for PMO, currently valued at 0.10, compared to the broader market0.002.004.006.000.100.33
The chart of Martin ratio for PMO, currently valued at 0.82, compared to the broader market0.005.0010.0015.0020.0025.000.822.30
PMO
EVN

The current PMO Sharpe Ratio is 0.28, which is lower than the EVN Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of PMO and EVN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50AugustSeptemberOctoberNovemberDecember2025
0.28
0.79
PMO
EVN

Dividends

PMO vs. EVN - Dividend Comparison

PMO's dividend yield for the trailing twelve months is around 4.11%, less than EVN's 5.71% yield.


TTM20242023202220212020201920182017201620152014
PMO
Putnam Municipal Opportunities Trust
4.11%4.15%4.63%5.86%4.42%5.62%4.84%5.53%5.25%5.92%5.86%6.01%
EVN
Eaton Vance Municipal Income Trust
5.71%5.76%4.83%5.62%4.17%4.21%4.42%5.48%5.35%6.08%6.47%6.71%

Drawdowns

PMO vs. EVN - Drawdown Comparison

The maximum PMO drawdown since its inception was -36.47%, smaller than the maximum EVN drawdown of -56.95%. Use the drawdown chart below to compare losses from any high point for PMO and EVN. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%AugustSeptemberOctoberNovemberDecember2025
-20.90%
-16.12%
PMO
EVN

Volatility

PMO vs. EVN - Volatility Comparison

Putnam Municipal Opportunities Trust (PMO) and Eaton Vance Municipal Income Trust (EVN) have volatilities of 3.03% and 3.04%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%AugustSeptemberOctoberNovemberDecember2025
3.03%
3.04%
PMO
EVN

Financials

PMO vs. EVN - Financials Comparison

This section allows you to compare key financial metrics between Putnam Municipal Opportunities Trust and Eaton Vance Municipal Income Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items