Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ECIFX (EATON VANCE BALANCED FUND EATON VANCE BALANCED FUND CLASS C) | 3.54% | 11.76% | 13.75% | 4.46% | 7.02% | 7.41% | 6.48% | … | … |
Data as of 06/04/2026, Common starting date is 02/14/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECIFX (EATON VANCE BALANCED FUND EATON VANCE BALANCED FUND CLASS C) | 02/14/1994 | 06/04/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.76 | 13.75 | 4.46 | 7.02 | 7.41 | 6.48 | … | … | 3.54 | 10.17 | 18.61 | 15.15 | -19.66 | 5.75 | 11.33 | 22.72 | -4.03 | 12.18 | 3.88 | 1.88 | 8.75 | 20.13 | 10.61 | 0.54 | 8.49 | 22.00 | -30.68 | 15.27 | 13.74 | 4.43 | 10.67 | 21.25 | -15.40 | -3.09 | -1.14 | 1.17 | 12.52 | 19.63 | 4.63 | 24.75 | -6.46 |
| Sharpe Ratio | NA | 1.24 | 1.09 | 0.17 | 0.47 | NA | NA | … | … | 0.68 | 0.62 | 1.63 | 1.18 | -1.35 | 0.50 | 0.55 | 3.15 | -0.55 | 2.85 | 0.50 | 0.21 | 1.12 | 2.51 | 1.25 | 0.04 | 0.67 | 1.16 | -1.11 | 1.00 | 1.17 | 0.27 | 1.09 | 1.68 | -0.87 | -0.28 | -0.33 | -0.23 | 0.79 | 1.41 | 0.09 | 3.34 | -1.04 |
| Standard Deviation(%) | NA | 8.29 | 10.07 | 11.83 | 11.51 | NA | NA | … | … | 9.72 | 11.87 | 9.21 | 9.84 | 15.68 | 11.49 | 20.13 | 6.75 | 9.83 | 4.06 | 7.31 | 8.86 | 7.77 | 8.00 | 8.53 | 14.32 | 12.49 | 18.84 | 28.42 | 12.17 | 8.89 | 8.00 | 8.89 | 12.21 | 19.07 | 20.16 | 16.07 | 9.68 | 11.45 | 11.27 | 10.54 | 6.23 | 10.15 |
| Draw Down(%) | NA | 7.39 | 11.91 | 25.17 | 25.17 | NA | NA | … | … | 7.39 | 11.91 | 4.82 | 7.24 | 20.27 | 8.66 | 23.79 | 2.87 | 12.00 | 1.77 | 5.84 | 7.03 | 5.12 | 4.61 | 7.02 | 12.26 | 11.28 | 16.73 | 42.28 | 8.77 | 8.77 | 7.07 | 7.79 | 9.85 | 26.27 | 23.67 | 11.38 | 10.00 | 13.07 | 6.73 | 8.26 | 2.73 | 9.82 |
| Yield(%) | 0.00 | 4.47 | 4.30 | 2.34 | 3.07 | 4.23 | 4.15 | … | … | 0.10 | 4.57 | 5.68 | 1.43 | 0.44 | 0.39 | 0.45 | 3.63 | 5.10 | 3.81 | 1.20 | 5.22 | 8.64 | 7.98 | 1.06 | 0.97 | 1.02 | 0.90 | 2.70 | 10.32 | 3.34 | 0.17 | 0.45 | 0.06 | 0.33 | 1.51 | 13.26 | 3.19 | 12.70 | 10.88 | 0.72 | 0.80 | 1.27 |
Data as of 06/04/2026, Common starting date is 02/14/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECIFX (EATON VANCE BALANCED FUND EATON VANCE BALANCED FUND CLASS C) |
-7.87%
Feb 2000 – Feb 2003 |
-3.80%
Mar 1998 – Mar 2003 |
-0.54%
Feb 1999 – Feb 2009 |
3.51%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECIFX (EATON VANCE BALANCED FUND EATON VANCE BALANCED FUND CLASS C) |
17.12%
Mar 1995 – Mar 1998 |
15.03%
Feb 2009 – Feb 2014 |
10.15%
Feb 2009 – Feb 2019 |
8.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart