Performance analysis of EVM (Eaton Vance California Municipal Bond Fund)
Annual Return
Over the past 3 years, EVM has had an average annual return of +8.62%, underperforming the benchmark SPY, which returned +22.96% annual.
Over the past 5 years, EVM has had an average annual return of -0.49%, underperforming the benchmark SPY, which returned +12.99% annual.
Over the past 10 years, EVM has had an average annual return of +1.17%, underperforming the benchmark SPY, which returned +15.13% annual.
Since Aug 28, 2002, EVM has had an average annual return of +3.73%, underperforming the benchmark SPY, which returned +11.03% annual.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.51% | +5.46% | +10.33% | -22.01% | +2.99% | +9% | +18.58% | -9.86% | +6.30% | -1.38% | +9.35% | +22.12% |
| 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 |
| -10.70% | +0.03% | +22.75% | +5.44% | +53.23% | -37.49% | -4.75% | +24.60% | +4.81% | +4.52% | +10.58% | -10.40% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +3.41% | -0.08% | -0.84% | -2.89% | -1.50% | +2.02% | -0.65% | +3.49% | +4.92% | -0.32% | +7.51% | ||
| 2024 | +2.61% | -1.63% | +3.58% | -0.44% | +0.41% | +1.90% | +1.70% | -0.51% | +1.59% | -3.51% | +2.51% | -2.62% | +5.46% |
| 2023 | +8.12% | -5.04% | +2.74% | -0.32% | -2.56% | +2.65% | +0.66% | -2.81% | -5.80% | -5.20% | +15.25% | +4.19% | +10.33% |
| 2022 | -6.73% | -2.97% | -3.28% | -8.09% | +4.12% | -2.33% | +5.57% | -5.39% | -7.02% | -4.46% | +9.64% | -2.03% | -22.01% |
| 2021 | -1.60% | +0.89% | +0.88% | +2.09% | +0.86% | +0.85% | +0.77% | +0.51% | -0.40% | -0.32% | +0.93% | -2.43% | +2.99% |
| 2020 | +3.97% | -0.87% | -8.04% | -0.90% | +6.58% | +0.92% | +4.34% | +0.01% | -1.11% | -0.79% | +3.49% | +1.83% | +9% |
| 2019 | +4.44% | +1.45% | +1.73% | +1.80% | +1.87% | +1.93% | +2.36% | +2.93% | -1.48% | +0.50% | -1.09% | +0.86% | +18.58% |
| 2018 | -3.68% | -4.44% | -2.01% | +0.19% | +1.76% | -0.10% | -0.29% | +0.78% | -2.92% | -1.71% | +2.56% | -0.21% | -9.86% |
| 2017 | +2.81% | -0.52% | -1.13% | +2.36% | +0.86% | +0.33% | +3.61% | +1.91% | -0.68% | -1.43% | +0.75% | -2.54% | +6.30% |
Drawdown analysis of EVM (Eaton Vance California Municipal Bond Fund)
The maximum drawdown for the EVM was -55.51%, occurring on Dec 16, 2008. Recovery took 389 trading sessions.
The current EVM drawdown is -6.06%.
Since Aug 28, 2002 EVM 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: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.51% | May 18, 2007 | 399 | Dec 16, 2008 | 389 | Jul 6, 2010 | 788 |
| -31.00% | Jul 14, 2021 | 579 | Oct 31, 2023 | Ongoing | Ongoing | Ongoing |
| -24.04% | Jul 28, 2016 | 555 | Oct 10, 2018 | 460 | Aug 10, 2020 | 1015 |
| -22.17% | Jan 25, 2013 | 142 | Aug 19, 2013 | 259 | Aug 28, 2014 | 401 |
| -21.77% | Sep 23, 2010 | 81 | Jan 19, 2011 | 186 | Oct 13, 2011 | 267 |
| -13.97% | Mar 15, 2004 | 42 | May 13, 2004 | 116 | Oct 28, 2004 | 158 |
| -12.57% | Sep 17, 2002 | 68 | Dec 23, 2002 | 103 | May 22, 2003 | 171 |
| -12.27% | Jan 31, 2012 | 38 | Mar 26, 2012 | 170 | Nov 28, 2012 | 208 |
| -10.52% | Jun 12, 2003 | 50 | Aug 22, 2003 | 102 | Jan 20, 2004 | 152 |
| -8.64% | Apr 28, 2015 | 43 | Jun 29, 2015 | 87 | Oct 30, 2015 | 130 |
| -7.36% | Sep 21, 2005 | 63 | Dec 20, 2005 | 35 | Feb 10, 2006 | 98 |
| -6.50% | Nov 28, 2012 | 14 | Dec 18, 2012 | 25 | Jan 25, 2013 | 39 |
| -6.26% | Oct 19, 2011 | 21 | Nov 17, 2011 | 24 | Dec 22, 2011 | 45 |
| -5.78% | Feb 7, 2005 | 33 | Mar 28, 2005 | 33 | May 12, 2005 | 66 |
| -5.71% | May 10, 2006 | 32 | Jun 26, 2006 | 22 | Jul 27, 2006 | 54 |
| -5.39% | Nov 2, 2004 | 39 | Dec 29, 2004 | 16 | Jan 21, 2005 | 55 |
| -5.19% | Jul 8, 2016 | 4 | Jul 14, 2016 | 4 | Jul 20, 2016 | 8 |
| -3.98% | Feb 2, 2015 | 10 | Feb 17, 2015 | 39 | Apr 14, 2015 | 49 |
| -3.72% | Jan 4, 2021 | 44 | Mar 9, 2021 | 17 | Apr 1, 2021 | 61 |
| -3.71% | Aug 10, 2020 | 58 | Oct 30, 2020 | 13 | Nov 18, 2020 | 71 |
| -3.61% | Sep 13, 2010 | 2 | Sep 15, 2010 | 6 | Sep 23, 2010 | 8 |
| -3.20% | May 11, 2016 | 13 | May 31, 2016 | 10 | Jun 14, 2016 | 23 |
| -3.15% | Nov 5, 2015 | 19 | Dec 3, 2015 | 18 | Dec 30, 2015 | 37 |
| -3.02% | Feb 9, 2016 | 5 | Feb 17, 2016 | 25 | Mar 23, 2016 | 30 |
| -2.60% | Aug 28, 2014 | 21 | Sep 29, 2014 | 15 | Oct 20, 2014 | 36 |