Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EARAX (Eaton Vance Richard Bernstein All Asset) | 7.14% | 17.41% | 9.77% | 2.59% | 4.81% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EARAX (Eaton Vance Richard Bernstein All Asset) | 10/28/2011 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 17.41 | 9.77 | 2.59 | 4.81 | NA | NA | … | … | 7.14 | 12.58 | 7.43 | 6.47 | -14.93 | 2.26 | 7.00 | 12.51 | -7.63 | 14.70 | 6.73 | -0.92 | 3.08 | 13.51 | 7.59 | -0.29 |
| Sharpe Ratio | NA | 1.76 | 0.83 | 0.02 | 0.35 | NA | NA | … | … | 1.48 | 1.07 | 0.58 | 0.37 | -1.44 | 0.29 | 0.57 | 2.10 | -0.73 | 2.39 | 0.66 | -0.11 | 0.44 | 1.94 | 1.67 | -0.19 |
| Standard Deviation(%) | NA | 8.66 | 8.41 | 8.95 | 9.15 | NA | NA | … | … | 11.05 | 9.11 | 6.61 | 7.60 | 11.38 | 7.68 | 11.71 | 5.25 | 12.38 | 5.89 | 9.94 | 8.83 | 6.95 | 6.95 | 4.54 | 8.84 |
| Draw Down(%) | NA | 7.71 | 8.75 | 23.39 | 23.39 | NA | NA | … | … | 7.71 | 7.60 | 3.23 | 8.75 | 19.99 | 6.41 | 13.04 | 2.73 | 15.75 | 1.74 | 6.22 | 8.70 | 5.60 | 5.83 | 2.76 | 3.92 |
| Yield(%) | 0.00 | 2.72 | 2.49 | 1.56 | 2.12 | 2.11 | 1.58 | … | … | 0.00 | 2.80 | 2.22 | 2.40 | 0.67 | 0.92 | 0.58 | 4.59 | 2.41 | 2.35 | 0.51 | 1.30 | 1.41 | 1.21 | 1.46 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EARAX (Eaton Vance Richard Bernstein All Asset) |
-4.19%
Oct 2020 – Oct 2023 |
-1.33%
Sep 2018 – Sep 2023 |
1.86%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EARAX (Eaton Vance Richard Bernstein All Asset) |
10.08%
May 2023 – May 2026 |
7.72%
Jan 2013 – Jan 2018 |
5.98%
Nov 2011 – Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart