Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EIIFX (Eaton Vance Balanced Fund Class) | -1.36% | 5.41% | 7.22% | 5.95% | 6.09% | NA | NA | 7.89% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIIFX (Eaton Vance Balanced Fund Class) | 10/01/2012 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 10/01/2012.
AR inception is since 10/01/2012.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 5.41 | 7.22 | 5.95 | 6.09 | NA | NA | 7.89 | -1.36 | 14.68 | 15.67 | -18.74 | 6.60 | 12.46 | 24.09 | -3.18 | 13.80 | 4.43 | 2.89 | 9.90 | 21.42 | -0.49 |
| Sharpe Ratio | NA | -0.07 | 0.22 | 0.26 | 0.37 | NA | NA | 0.56 | -0.39 | 0.78 | 1.16 | -1.29 | 0.57 | 0.60 | 3.32 | -0.46 | 3.33 | 0.57 | 0.33 | 1.28 | 2.68 | -0.25 |
| Standard Deviation(%) | NA | 13.48 | 12.59 | 12.46 | 11.68 | NA | NA | 10.99 | 17.05 | 10.33 | 9.93 | 15.69 | 11.50 | 20.16 | 6.83 | 9.79 | 3.98 | 7.41 | 8.76 | 7.69 | 7.97 | 8.19 |
| Draw Down(%) | NA | 15.38 | 15.38 | 24.52 | 24.52 | NA | NA | 24.52 | 12.15 | 6.84 | 7.02 | 19.56 | 8.62 | 23.67 | 2.78 | 11.71 | 1.45 | 5.74 | 6.84 | 4.99 | 4.50 | 4.94 |
| Yield(%) | 0.00 | 1.24 | 1.63 | 1.65 | 3.27 | 3.87 | 2.90 | 4.84 | 0.00 | 1.76 | 1.93 | 1.37 | 1.43 | 1.44 | 4.81 | 6.13 | 5.30 | 1.73 | 6.11 | 9.69 | 9.10 | 0.43 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIIFX (Eaton Vance Balanced Fund Class) |
-0.87%
Dec 2019 - Dec 2022 |
3.20%
Dec 2017 - Dec 2022 |
5.44%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIIFX (Eaton Vance Balanced Fund Class) |
14.46%
Oct 2018 - Oct 2021 |
11.84%
Oct 2016 - Oct 2021 |
7.56%
Nov 2012 - Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart