Performance analysis of ENX (Eaton Vance New York Municipal Bond Fund)
Annual Return
Over the past 3 years, ENX has had an average annual return of +8.07%, underperforming the benchmark SPY, which returned +22.96% annual.
Over the past 5 years, ENX has had an average annual return of -1.27%, underperforming the benchmark SPY, which returned +12.99% annual.
Over the past 10 years, ENX has had an average annual return of +0.72%, underperforming the benchmark SPY, which returned +15.13% annual.
Since Aug 28, 2002, ENX has had an average annual return of +3.53%, underperforming the benchmark SPY, which returned +11.03% annual.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.19% | +3.82% | +11.33% | -22.76% | +2.94% | +6.07% | +14.46% | -6.37% | +5.32% | -1.43% | +10.52% | +17.55% |
| 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 |
| -14.12% | +4.86% | +22.40% | -5.56% | +56.40% | -27.61% | -3.77% | +12.95% | +11.39% | +3.35% | +8.08% | -8.91% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +1.70% | +2.41% | -3.14% | -0.92% | -1.37% | +1.55% | -1.92% | +4.66% | +4.78% | +1.42% | +9.19% | ||
| 2024 | +1.87% | +1.52% | -1.53% | -2.27% | +1.58% | +3.55% | +0.32% | +1.03% | +0.93% | -4.20% | +4.55% | -3.21% | +3.82% |
| 2023 | +7.99% | -5.06% | +6.22% | -0.10% | -4.55% | +2.38% | +3.51% | -3.19% | -11.13% | -4.83% | +18.33% | +4.42% | +11.33% |
| 2022 | -5.80% | -3.02% | -4.67% | -8.09% | +4.12% | -6.18% | +7.88% | -5.08% | -10.44% | -0.47% | +9.55% | -1.21% | -22.76% |
| 2021 | -0.70% | -1.21% | +2.38% | +2.25% | +2.29% | +1.75% | -1.24% | -0.34% | -2.12% | +1.40% | -0.90% | -0.51% | +2.94% |
| 2020 | +3.22% | -0.66% | -5.65% | -6.01% | +8.03% | +0.64% | +3.54% | -2.13% | +0.63% | -1.42% | +4.26% | +2.36% | +6.07% |
| 2019 | +3.40% | +1.52% | +2.89% | +2.40% | +1.35% | -0.73% | +1.85% | +1.16% | +1.81% | -2.66% | +0.99% | -0.25% | +14.46% |
| 2018 | -4.14% | -2.68% | +1.19% | -3.00% | +1.94% | +0.67% | -1.11% | +1.84% | -1.72% | -2.67% | +3.02% | +0.40% | -6.37% |
| 2017 | +2.46% | -0.78% | +0.02% | +0.74% | +1.71% | -0.15% | +2.10% | +2.15% | +0.55% | -3.32% | -1.60% | +1.49% | +5.32% |
Drawdown analysis of ENX (Eaton Vance New York Municipal Bond Fund)
The maximum drawdown for the ENX was -50.19%, occurring on Oct 10, 2008. Recovery took 240 trading sessions.
The current ENX drawdown is -7.54%.
Since Aug 28, 2002 ENX has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.19% | Jan 16, 2008 | 186 | Oct 10, 2008 | 240 | Sep 24, 2009 | 426 |
| -33.99% | Oct 20, 2021 | 510 | Oct 31, 2023 | Ongoing | Ongoing | Ongoing |
| -25.08% | Nov 29, 2012 | 180 | Aug 19, 2013 | 549 | Oct 22, 2015 | 729 |
| -21.90% | Aug 30, 2010 | 96 | Jan 14, 2011 | 188 | Oct 13, 2011 | 284 |
| -21.17% | Mar 5, 2020 | 10 | Mar 19, 2020 | 99 | Aug 10, 2020 | 109 |
| -18.47% | Jul 8, 2016 | 567 | Oct 8, 2018 | 325 | Jan 24, 2020 | 892 |
| -17.59% | Mar 16, 2004 | 41 | May 13, 2004 | 191 | Feb 15, 2005 | 232 |
| -13.25% | Mar 9, 2012 | 17 | Apr 3, 2012 | 159 | Nov 20, 2012 | 176 |
| -11.54% | Sep 24, 2002 | 65 | Dec 26, 2002 | 99 | May 20, 2003 | 164 |
| -10.30% | Jul 11, 2003 | 25 | Aug 15, 2003 | 106 | Jan 16, 2004 | 131 |
| -9.86% | Dec 21, 2009 | 5 | Dec 29, 2009 | 123 | Jun 25, 2010 | 128 |
| -9.60% | May 16, 2007 | 48 | Jul 25, 2007 | 121 | Jan 16, 2008 | 169 |
| -8.14% | Jun 30, 2005 | 95 | Nov 14, 2005 | 36 | Jan 6, 2006 | 131 |
| -7.52% | Sep 30, 2009 | 37 | Nov 20, 2009 | 12 | Dec 9, 2009 | 49 |
| -6.78% | Mar 1, 2006 | 57 | May 22, 2006 | 42 | Jul 21, 2006 | 99 |
| -6.53% | Mar 4, 2005 | 15 | Mar 28, 2005 | 46 | Jun 1, 2005 | 61 |
| -6.47% | Aug 10, 2020 | 56 | Oct 28, 2020 | 28 | Dec 8, 2020 | 84 |
| -4.61% | Jun 17, 2021 | 71 | Sep 28, 2021 | 16 | Oct 20, 2021 | 87 |
| -4.30% | Feb 10, 2021 | 10 | Feb 25, 2021 | 29 | Apr 8, 2021 | 39 |
| -3.79% | Jun 25, 2010 | 4 | Jul 1, 2010 | 36 | Aug 23, 2010 | 40 |
| -3.77% | Dec 21, 2011 | 12 | Jan 10, 2012 | 14 | Jan 31, 2012 | 26 |
| -3.64% | Nov 9, 2011 | 13 | Nov 29, 2011 | 16 | Dec 21, 2011 | 29 |
| -3.21% | Dec 24, 2020 | 10 | Jan 11, 2021 | 21 | Feb 10, 2021 | 31 |
| -3.13% | May 16, 2016 | 10 | May 31, 2016 | 6 | Jun 8, 2016 | 16 |
| -2.84% | Apr 11, 2007 | 10 | Apr 25, 2007 | 15 | May 16, 2007 | 25 |