Performance analysis of CEV (Eaton Vance California Municipal Income Trust)
Annual Return
Over the past 3 years, CEV has had an average annual return of +6.71%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, CEV has had an average annual return of -0.68%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, CEV has had an average annual return of +1.53%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, CEV has had an average annual return of +5.06%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.48% | +6.23% | +2.31% | +8.16% | -22.69% | +3.02% | +5.90% | +27.05% | -5.12% | +2.81% | -3.68% | +7.78% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +23.83% | -16.26% | +15.99% | +20.61% | +5.15% | +67.05% | -38.85% | -7.32% | +13.28% | -1.77% | +5.24% | +16.87% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +6.19% | +24.11% | +16.17% | -7.78% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.79% | +4% | -4.86% | +2.78% | +0.92% | -0.97% | +4.48% | ||||||
| 2025 | +1.45% | +2.63% | -2.71% | -2.08% | -0.93% | +1.20% | -1.92% | +1% | +6.70% | +1.88% | +3.13% | -3.82% | +6.23% |
| 2024 | +4.20% | -2.68% | +2.44% | -2.04% | +2.25% | +3.64% | +1.19% | -0.10% | +0.18% | -2.49% | +1.43% | -5.28% | +2.31% |
| 2023 | +6.90% | -5.97% | +3.09% | -0.82% | -1.91% | +1.43% | +2.20% | -3.89% | -5.62% | -2.59% | +12.11% | +4.48% | +8.16% |
| 2022 | -6.31% | -3.59% | -5.07% | -7.63% | +5.11% | -3.11% | +4.15% | -3.59% | -9.23% | -3.79% | +9.78% | -0.43% | -22.69% |
| 2021 | -0.20% | -4.23% | +2.30% | +1.10% | +2.45% | +2.92% | +0.19% | +0.98% | -2.73% | +2.05% | -0.11% | -1.48% | +3.02% |
| 2020 | +1.82% | -1.65% | -0.41% | -8.95% | +5.09% | +4.58% | +3.48% | -0.69% | -0.77% | -1.08% | +3.19% | +1.96% | +5.90% |
| 2019 | +4.26% | +3.09% | +1.99% | +1.62% | +1.44% | +1.18% | +3.85% | +6.76% | -1.07% | -0.79% | -0.94% | +3.08% | +27.05% |
| 2018 | -3.00% | -1.81% | -0.90% | +0.59% | +0.94% | +0.24% | -0.38% | +1.87% | -2.41% | -2.47% | +1.49% | +0.75% | -5.12% |
| 2017 | +1.49% | +0.59% | -1.33% | +2.72% | +0.73% | -0.23% | +2% | -0.32% | -1.11% | -1.31% | -1.49% | +1.13% | +2.81% |
Drawdown analysis of CEV (Eaton Vance California Municipal Income Trust)
The maximum drawdown for the CEV was -58.45%, occurring on Dec 16, 2008. Recovery took 366 trading sessions.
The current CEV drawdown is -10.02%.
Since Nov 1, 1999 CEV has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 14 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.45% | May 21, 2007 | 398 | Dec 16, 2008 | 366 | Jun 2, 2010 | 764 |
| -32.99% | Nov 12, 2021 | 242 | Oct 31, 2022 | Ongoing | Ongoing | Ongoing |
| -26.49% | Feb 12, 2013 | 147 | Sep 12, 2013 | 347 | Jan 29, 2015 | 494 |
| -25.93% | Feb 19, 2020 | 20 | Mar 18, 2020 | 94 | Jul 31, 2020 | 114 |
| -19.15% | Apr 6, 2016 | 636 | Oct 12, 2018 | 201 | Aug 2, 2019 | 837 |
| -18.73% | Sep 7, 2010 | 89 | Jan 12, 2011 | 153 | Aug 22, 2011 | 242 |
| -14.62% | Nov 9, 1999 | 31 | Dec 23, 1999 | 76 | Apr 12, 2000 | 107 |
| -14.25% | Apr 13, 2000 | 34 | Jun 2, 2000 | 55 | Aug 21, 2000 | 89 |
| -13.62% | Mar 17, 2004 | 41 | May 14, 2004 | 83 | Sep 14, 2004 | 124 |
| -12.41% | Jul 2, 2003 | 20 | Jul 31, 2003 | 99 | Dec 19, 2003 | 119 |
| -11.73% | Oct 8, 2002 | 14 | Oct 28, 2002 | 136 | May 14, 2003 | 150 |
| -11.55% | Feb 14, 2005 | 193 | Nov 17, 2005 | 69 | Mar 1, 2006 | 262 |
| -11.19% | May 11, 2006 | 32 | Jun 27, 2006 | 110 | Dec 1, 2006 | 142 |
| -10.24% | Nov 12, 2001 | 22 | Dec 13, 2001 | 36 | Feb 6, 2002 | 58 |
| -9.95% | Feb 7, 2001 | 53 | Apr 25, 2001 | 68 | Aug 1, 2001 | 121 |
| -9.77% | Aug 25, 2000 | 37 | Oct 18, 2000 | 48 | Dec 27, 2000 | 85 |
| -8.79% | Feb 22, 2002 | 18 | Mar 20, 2002 | 83 | Jul 18, 2002 | 101 |
| -8.10% | Apr 24, 2015 | 45 | Jun 29, 2015 | 85 | Oct 28, 2015 | 130 |
| -7.86% | Mar 2, 2012 | 10 | Mar 16, 2012 | 26 | Apr 24, 2012 | 36 |
| -6.63% | Nov 21, 2012 | 18 | Dec 18, 2012 | 12 | Jan 7, 2013 | 30 |
| -6.47% | Feb 3, 2015 | 9 | Feb 17, 2015 | 12 | Mar 5, 2015 | 21 |
| -6.15% | Feb 10, 2021 | 10 | Feb 25, 2021 | 51 | May 10, 2021 | 61 |
| -6.13% | Sep 7, 2001 | 5 | Sep 20, 2001 | 7 | Oct 1, 2001 | 12 |
| -6.12% | Sep 21, 2021 | 23 | Oct 22, 2021 | 13 | Nov 10, 2021 | 36 |
| -5.53% | Aug 22, 2011 | 5 | Aug 29, 2011 | 50 | Nov 8, 2011 | 55 |