Performance analysis of EOT (Eaton Vance National Municipal Opportunities Trust)
Annual Return
Over the past 3 years, EOT has had an average annual return of +4.34%, underperforming the benchmark SPY, which returned +20.51% annual.
Over the past 5 years, EOT has had an average annual return of -1.03%, underperforming the benchmark SPY, which returned +13.50% annual.
Over the past 10 years, EOT has had an average annual return of +1.75%, underperforming the benchmark SPY, which returned +15.42% annual.
Since May 27, 2009, EOT has had an average annual return of +4.22%, underperforming the benchmark SPY, which returned +15.24% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.98% | +7.95% | +1.89% | +7.66% | -22.33% | +11.41% | -1.56% | +21.99% | -12.84% | +14.08% | +2.68% | +7.20% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | ||||||
| +19.80% | -12.17% | +11.25% | +16.54% | +6.49% | -0.62% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.43% | -0.69% | -1.23% | +0.11% | +0.93% | +0.47% | +3.98% | ||||||
| 2025 | +1.39% | +4.21% | -3.08% | +1.39% | -3.17% | +0.61% | -0.88% | +3.99% | +0.65% | +0.89% | -0.38% | +2.35% | +7.95% |
| 2024 | -0.28% | -0.17% | -0.40% | -1.67% | +1.43% | +2.94% | +2.67% | +1.74% | +3.26% | -1.57% | -0.40% | -5.34% | +1.89% |
| 2023 | +8.79% | +0.18% | -0.26% | -1.06% | +2.77% | -2.34% | +0.77% | -5.04% | -1.27% | -7.99% | +11.13% | +3.24% | +7.66% |
| 2022 | -7.15% | -1.50% | -4.72% | -5.34% | +2.04% | -1.71% | +7.12% | -8.21% | -5.48% | -3.14% | +6.45% | -2.01% | -22.33% |
| 2021 | +2.32% | +4.53% | +3.60% | +1.17% | +3.60% | -3.61% | +2.89% | -1.59% | +4.51% | -5.22% | +3.98% | -4.57% | +11.41% |
| 2020 | +3.20% | +1.09% | -12.73% | -5.86% | +4.47% | +3.49% | +3.72% | +0.21% | -0.95% | +1.62% | +3.02% | -1.42% | -1.56% |
| 2019 | +12.04% | +1.44% | +1.20% | +4.79% | +3.55% | +0.40% | +0.43% | +0.38% | -0.64% | +4.59% | -4.77% | -2.42% | +21.99% |
| 2018 | -4.47% | -2.21% | -0.60% | -1.52% | +0.87% | +0.81% | +4.05% | +3.75% | -1.40% | -3.55% | -4.67% | -4.24% | -12.84% |
| 2017 | +2.48% | +3.38% | -1.15% | +0.86% | +1.73% | +0.29% | +2.81% | +0.97% | +0.96% | -3.30% | +6.49% | -1.91% | +14.08% |
Drawdown analysis of EOT (Eaton Vance National Municipal Opportunities Trust)
The maximum drawdown for the EOT was -33.25%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current EOT drawdown is -11.80%.
Since May 27, 2009 EOT has experienced the following drawdowns:
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.25% | Dec 13, 2021 | 465 | Oct 19, 2023 | Ongoing | Ongoing | Ongoing |
| -30.08% | Jul 11, 2019 | 173 | Mar 18, 2020 | 301 | May 27, 2021 | 474 |
| -26.49% | Nov 23, 2012 | 184 | Aug 19, 2013 | 571 | Nov 23, 2015 | 755 |
| -18.61% | Nov 4, 2010 | 49 | Jan 14, 2011 | 223 | Dec 2, 2011 | 272 |
| -17.51% | Aug 13, 2018 | 94 | Dec 27, 2018 | 70 | Apr 9, 2019 | 164 |
| -12.99% | Dec 27, 2017 | 81 | Apr 25, 2018 | 76 | Aug 13, 2018 | 157 |
| -11.00% | Jun 19, 2009 | 12 | Jul 8, 2009 | 60 | Oct 1, 2009 | 72 |
| -10.21% | Sep 28, 2016 | 37 | Nov 18, 2016 | 143 | Jun 16, 2017 | 180 |
| -7.81% | Feb 27, 2012 | 14 | Mar 16, 2012 | 24 | Apr 20, 2012 | 38 |
| -7.47% | Jul 28, 2021 | 29 | Sep 8, 2021 | 67 | Dec 13, 2021 | 96 |
| -7.40% | Jul 26, 2012 | 12 | Aug 13, 2012 | 29 | Sep 24, 2012 | 41 |
| -6.43% | Oct 16, 2017 | 11 | Oct 31, 2017 | 19 | Nov 28, 2017 | 30 |
| -5.63% | May 28, 2021 | 15 | Jun 21, 2021 | 12 | Jul 8, 2021 | 27 |
| -5.19% | Oct 8, 2009 | 36 | Nov 30, 2009 | 34 | Jan 20, 2010 | 70 |
| -4.95% | Oct 15, 2012 | 13 | Nov 5, 2012 | 9 | Nov 16, 2012 | 22 |
| -4.82% | May 18, 2010 | 21 | Jun 17, 2010 | 23 | Jul 21, 2010 | 44 |
| -4.56% | Sep 3, 2010 | 7 | Sep 15, 2010 | 36 | Nov 4, 2010 | 43 |
| -4.32% | Jun 19, 2019 | 2 | Jun 21, 2019 | 12 | Jul 10, 2019 | 14 |
| -3.52% | Aug 22, 2016 | 15 | Sep 13, 2016 | 11 | Sep 28, 2016 | 26 |
| -3.46% | Jun 21, 2017 | 10 | Jul 6, 2017 | 18 | Aug 1, 2017 | 28 |
| -3.41% | Jun 12, 2012 | 9 | Jun 25, 2012 | 7 | Jul 5, 2012 | 16 |
| -3.35% | Jul 7, 2016 | 5 | Jul 14, 2016 | 4 | Jul 20, 2016 | 9 |
| -3.34% | Sep 27, 2017 | 5 | Oct 4, 2017 | 4 | Oct 10, 2017 | 9 |
| -2.72% | Dec 11, 2015 | 1 | Dec 14, 2015 | 5 | Dec 21, 2015 | 6 |
| -2.64% | Apr 29, 2016 | 1 | May 2, 2016 | 8 | May 12, 2016 | 9 |