Performance analysis of ETX (Eaton Vance Municipal Income 2028 Term Trust)
Annual Return
Over the past 3 years, ETX has had an average annual return of +6.94%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, ETX has had an average annual return of +1.24%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, ETX has had an average annual return of +3.66%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Mar 26, 2013, ETX has had an average annual return of +4.15%, underperforming the benchmark SPY, which returned +14.60% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.57% | +11.71% | +6.88% | +1.32% | -13.53% | -4.67% | +11.36% | +19.55% | -3.75% | +10.21% | +10.67% | +10.83% |
| 2014 | 2013 | ||||||||||
| +26.72% | -24.56% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.33% | +0.28% | -2.17% | +2.01% | +1.81% | +0.32% | +3.57% | ||||||
| 2025 | +3.69% | +1.42% | -0.06% | -0.88% | +2.05% | -1.27% | +1.46% | +4.75% | +2.10% | +0.02% | +1.78% | -3.66% | +11.71% |
| 2024 | +2.70% | +1.91% | -0.41% | +1.96% | +1.69% | +2.39% | -0.28% | +2.04% | +0.47% | -0.86% | -0.75% | -3.98% | +6.88% |
| 2023 | +4.22% | -3.77% | +0.52% | +4.45% | -3.01% | -1.44% | +0.79% | -3.07% | -0.24% | -0.54% | +4.75% | -0.87% | +1.32% |
| 2022 | -4.27% | +0.79% | -0.48% | +2.51% | +0.93% | -0.95% | -1.09% | -0.68% | -7.12% | -0.28% | +0.41% | -3.81% | -13.53% |
| 2021 | -1.73% | -3.99% | -0.11% | +1.60% | +1.31% | +4.39% | +0.31% | -0.02% | -3.47% | -0.99% | +2.41% | -4.12% | -4.67% |
| 2020 | -2.14% | -1.79% | -4.51% | -1.65% | +3.67% | +1.68% | +6.23% | -0.35% | -1.61% | +1.48% | +3.49% | +6.99% | +11.36% |
| 2019 | +2.99% | +1.23% | +2.38% | +2.34% | +0.93% | -0.19% | +3.40% | +0.48% | +2.41% | -2.03% | +2.94% | +1.25% | +19.55% |
| 2018 | -4.64% | -2.33% | -0.73% | +0.90% | +2.36% | +2.16% | -0.36% | -1.58% | +1.67% | -6.28% | +7.60% | -1.89% | -3.75% |
| 2017 | +0.21% | -0.09% | +0.78% | +3.85% | +1.96% | -2.09% | +3.04% | +0.59% | -0.63% | -1.66% | -0.74% | +4.79% | +10.21% |
Drawdown analysis of ETX (Eaton Vance Municipal Income 2028 Term Trust)
The maximum drawdown for the ETX was -32.09%, occurring on Aug 16, 2013. Recovery took 576 trading sessions.
The current ETX drawdown is -0.89%.
Since Mar 26, 2013 ETX has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.09% | May 3, 2013 | 73 | Aug 16, 2013 | 576 | Nov 30, 2015 | 649 |
| -25.15% | Dec 5, 2019 | 73 | Mar 23, 2020 | 92 | Aug 3, 2020 | 165 |
| -24.19% | Jun 29, 2021 | 585 | Oct 25, 2023 | 503 | Oct 28, 2025 | 1088 |
| -11.84% | Aug 22, 2016 | 59 | Nov 14, 2016 | 198 | Aug 29, 2017 | 257 |
| -9.63% | Oct 2, 2018 | 22 | Nov 1, 2018 | 55 | Jan 24, 2019 | 77 |
| -8.41% | Sep 15, 2017 | 109 | Feb 22, 2018 | 154 | Oct 2, 2018 | 263 |
| -7.93% | Mar 22, 2021 | 5 | Mar 29, 2021 | 64 | Jun 29, 2021 | 69 |
| -6.85% | Dec 31, 2020 | 35 | Feb 23, 2021 | 19 | Mar 22, 2021 | 54 |
| -6.85% | Sep 9, 2020 | 35 | Oct 28, 2020 | 20 | Nov 25, 2020 | 55 |
| -6.76% | Sep 10, 2019 | 3 | Sep 13, 2019 | 17 | Oct 8, 2019 | 20 |
| -5.70% | Oct 8, 2019 | 13 | Oct 25, 2019 | 28 | Dec 5, 2019 | 41 |
| -4.93% | Oct 28, 2025 | 48 | Jan 7, 2026 | 91 | May 19, 2026 | 139 |
| -4.15% | Jul 7, 2016 | 4 | Jul 13, 2016 | 18 | Aug 8, 2016 | 22 |
| -3.41% | May 16, 2016 | 4 | May 20, 2016 | 9 | Jun 3, 2016 | 13 |
| -3.10% | Dec 2, 2020 | 14 | Dec 22, 2020 | 4 | Dec 29, 2020 | 18 |
| -2.85% | Aug 10, 2020 | 1 | Aug 11, 2020 | 16 | Sep 2, 2020 | 17 |
| -2.11% | Apr 15, 2019 | 7 | Apr 25, 2019 | 7 | May 6, 2019 | 14 |
| -2.08% | Feb 24, 2016 | 6 | Mar 3, 2016 | 19 | Mar 31, 2016 | 25 |
| -2.01% | Jan 24, 2019 | 3 | Jan 29, 2019 | 12 | Feb 14, 2019 | 15 |
| -2.00% | Aug 7, 2019 | 16 | Aug 29, 2019 | 5 | Sep 6, 2019 | 21 |
| -1.83% | Apr 18, 2016 | 6 | Apr 26, 2016 | 10 | May 10, 2016 | 16 |
| -1.43% | Feb 9, 2016 | 5 | Feb 17, 2016 | 3 | Feb 22, 2016 | 8 |
| -1.42% | Jan 5, 2016 | 6 | Jan 13, 2016 | 11 | Jan 29, 2016 | 17 |
| -1.29% | May 20, 2019 | 18 | Jun 14, 2019 | 17 | Jul 10, 2019 | 35 |
| -1.23% | Sep 2, 2020 | 3 | Sep 8, 2020 | 1 | Sep 9, 2020 | 4 |