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Performance analysis of EVSM (EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF)

Annual Return

Since Mar 25, 2024, EVSM has had an average annual return of +3.46%, underperforming the benchmark SPY, which returned +17.93% annual.

202620252024
+1.26%+4.24%+2.52%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.62%+0.60%-0.87%+0.35%+0.32%+0.35%-0.10%+1.26%
2025+0.48%+0.61%-0.31%-0.11%+0.45%+0.79%+0.48%+0.69%+0.45%+0.03%+0.24%+0.37%+4.24%
2024-0.14%-0.24%+0.17%+0.46%+0.95%+0.75%+0.49%-0.31%+0.52%-0.15%+2.52%

Drawdown analysis of EVSM (EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF)

The maximum drawdown for the EVSM was -1.50%, occurring on Apr 11, 2025. Recovery took 35 trading sessions.

The current EVSM drawdown is -0.20%.

DepthStartTo BottomBottomTo RecoverEndTotal
-1.50%Apr 4, 20255Apr 11, 202535Jun 3, 202540
-1.07%Feb 26, 202618Mar 24, 202651Jun 5, 202669
-0.82%Oct 15, 20246Oct 23, 202429Dec 4, 202435
-0.67%Dec 6, 20249Dec 19, 202423Jan 27, 202532
-0.54%May 14, 202411May 30, 202410Jun 13, 202421
-0.52%Apr 1, 20247Apr 10, 202419May 7, 202426
-0.49%Feb 26, 202521Mar 27, 20256Apr 4, 202527
-0.41%Jul 24, 20241Jul 25, 20245Aug 1, 20246
-0.38%Feb 6, 20254Feb 12, 20258Feb 25, 202512
-0.36%Jul 16, 20244Jul 22, 20242Jul 24, 20246
-0.34%Sep 17, 20257Sep 26, 202511Oct 13, 202518
-0.33%Aug 5, 20249Aug 16, 20245Aug 23, 202414
-0.30%Jul 6, 20262Jul 8, 2026OngoingOngoingOngoing
-0.25%Oct 2, 20243Oct 7, 20246Oct 15, 20249
-0.25%Nov 11, 20258Nov 21, 202513Dec 11, 202521
-0.24%Oct 13, 202515Nov 3, 20256Nov 11, 202521
-0.24%Jun 18, 20247Jun 28, 20244Jul 5, 202411
-0.22%Aug 12, 20252Aug 14, 20259Aug 27, 202511
-0.16%Sep 20, 20243Sep 25, 20244Oct 1, 20247
-0.15%Mar 25, 20242Mar 27, 20242Apr 1, 20244
-0.14%Jun 5, 20261Jun 8, 20266Jun 16, 20267
-0.14%Jan 27, 20252Jan 29, 20251Jan 30, 20253
-0.13%Sep 18, 20241Sep 19, 20241Sep 20, 20242
-0.13%Jun 5, 20251Jun 6, 20251Jun 9, 20252
-0.11%Jul 9, 20256Jul 17, 20255Jul 24, 202511