Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ECRAX (Eaton Vance Richard Bernstein All Asset) | 7.19% | 16.54% | 9.11% | 1.78% | 4.04% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECRAX (Eaton Vance Richard Bernstein All Asset) | 10/28/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 16.54 | 9.11 | 1.78 | 4.04 | NA | NA | … | … | 7.19 | 12.47 | 6.62 | 5.77 | -15.59 | 1.37 | 6.41 | 11.63 | -8.32 | 13.88 | 5.90 | -1.60 | 2.27 | 12.58 | 6.84 | -0.29 |
| Sharpe Ratio | NA | 1.66 | 0.73 | -0.07 | 0.27 | NA | NA | … | … | 1.40 | 1.08 | 0.00 | 0.20 | -1.50 | 0.17 | 0.53 | 1.94 | -0.78 | 2.25 | 0.57 | -0.19 | 0.32 | 1.82 | 1.47 | -0.19 |
| Standard Deviation(%) | NA | 8.64 | 8.41 | 8.96 | 9.15 | NA | NA | … | … | 11.08 | 9.07 | 6.62 | 7.66 | 11.36 | 7.72 | 11.68 | 5.28 | 12.36 | 5.91 | 9.95 | 8.82 | 6.94 | 6.90 | 4.65 | 8.79 |
| Draw Down(%) | NA | 7.78 | 8.96 | 24.05 | 24.05 | NA | NA | … | … | 7.78 | 7.68 | 3.30 | 8.96 | 20.47 | 6.57 | 13.09 | 2.86 | 16.29 | 1.78 | 6.31 | 8.91 | 5.84 | 5.88 | 2.86 | 3.92 |
| Yield(%) | 0.00 | 1.72 | 1.55 | 0.80 | 1.30 | 1.29 | 0.96 | … | … | 0.00 | 1.77 | 1.30 | 1.54 | 0.00 | 0.10 | 0.00 | 3.81 | 1.93 | 1.57 | 0.00 | 0.56 | 0.90 | 0.85 | 1.18 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| ECRAX (Eaton Vance Richard Bernstein All Asset) |
-4.88%
Oct 2020 – Oct 2023 |
-2.05%
Sep 2018 – Sep 2023 |
1.11%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECRAX (Eaton Vance Richard Bernstein All Asset) |
9.26%
May 2023 – May 2026 |
6.91%
Jan 2013 – Jan 2018 |
5.22%
Nov 2011 – Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart