Eaton Vance Municipal Income 2028 Term Trust (ETX) Total Return Calculator
$10,000 since Mar 2013, with and without reinvesting · data through Oct 2026
$10,000 invested in Eaton Vance Municipal Income 2028 Term Trust (ETX) ten years ago, at the end of Oct 2016, was worth $13,958 at the end of Oct 2026 with every dividend reinvested: 3.4% a year, against $41,633 in the S&P 500. Since Mar 2013, $10,000 became $16,061 reinvested (3.5% a year), or $14,511 taking the dividends as cash, $5,766 of it paid out along the way.
ETX became
$16,061
S&P 500: $60,622
Return a year
3.5%
S&P 500: 14.2%
Payouts reinvested
$7,950
bought more shares
Worst drop
-30.0%
S&P 500: -23.9%
$10,000, Mar 2013 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | ETX total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −2.5% | $694 | +11.7% |
| 2025 | +11.7% | $809 | +17.7% |
| 2024 | +6.9% | $769 | +24.9% |
| 2023 | +1.3% | $557 | +26.2% |
| 2022 | −13.5% | $620 | −18.2% |
| 2021 | −4.7% | $608 | +28.7% |
| 2020 | +11.3% | $593 | +18.3% |
| 2019 | +19.5% | $563 | +31.2% |
| 2018 | −3.7% | $541 | −4.6% |
| 2017 | +10.2% | $517 | +21.7% |
| 2016 | +10.7% | $500 | +12.0% |
| 2015 | +10.8% | $471 | +1.2% |
| 2014 | +26.3% | $459 | +13.5% |
| 2013 (part) | −24.5% | $249 | +19.7% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: ETX total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Eaton Vance Municipal Income 2028 Term Trust (ETX) at the end of Mar 2013, with dividends reinvested, was worth $16,061 at the end of Oct 2026: 3.5% a year, against $60,622 (14.2% a year) in the S&P 500.
- Over the 10 years to Oct 2026, ETX turned $10,000 into $13,958 with dividends reinvested, 3.4% a year.
- Over the 5 years to Oct 2026, ETX returned 0.0% a year with dividends reinvested (S&P 500: 12.0%).
- Taking ETX's dividends as cash instead of reinvesting them, the same $10,000 ended at $14,511, including $5,766 of cash received; reinvesting added $1,549.
- ETX's best calendar year in that time was 2014 (26.3%) and its worst 2022 (-13.5%), with dividends reinvested.
Cite this page
SmarterDividends, "Eaton Vance Municipal Income 2028 Term Trust (ETX) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/ETX/total-return
ETX total return questions
If I invested $10,000 in ETX 10 years ago, how much would I have?
About $13,958 at the end of Oct 2026, with every dividend reinvested: 3.4% a year. Taking them as cash, you'd have shares worth $8,992 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is ETX's total return since Mar 2013?
61% in total, or 3.5% a year, through Oct 2026 with dividends reinvested. The share price alone fell 13%.
How much of ETX's return came from dividends?
About 100% of its yearly return since Mar 2013. Reinvesting them, rather than taking cash, left you $1,549 better off on a $10,000 start.
What was ETX's worst year?
2022, at -13.5% with dividends reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -30.0%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.