Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EIIFX (Eaton Vance Balanced Fund Class) | 4.07% | 12.87% | 14.92% | 7.88% | 9.49% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIIFX (Eaton Vance Balanced Fund Class) | 10/01/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 12.87 | 14.92 | 7.88 | 9.49 | NA | NA | … | … | 4.07 | 6.78 | 19.73 | 16.32 | -15.30 | 14.25 | 14.37 | 24.09 | -3.18 | 13.80 | 4.43 | 2.89 | 9.90 | 21.42 | -0.49 |
| Sharpe Ratio | NA | 1.39 | 1.21 | 0.49 | 0.71 | NA | NA | … | … | 0.82 | 0.32 | 1.75 | 1.29 | -1.13 | 1.61 | 0.70 | 3.31 | -0.47 | 3.32 | 0.57 | 0.33 | 1.28 | 2.68 | -0.25 |
| Standard Deviation(%) | NA | 8.28 | 10.05 | 11.14 | 11.17 | NA | NA | … | … | 9.69 | 12.60 | 9.22 | 9.92 | 14.90 | 8.81 | 20.13 | 6.83 | 9.79 | 3.98 | 7.41 | 8.76 | 7.69 | 7.97 | 8.19 |
| Draw Down(%) | NA | 7.19 | 11.80 | 19.91 | 23.67 | NA | NA | … | … | 7.19 | 11.80 | 4.84 | 7.02 | 19.56 | 3.96 | 23.67 | 2.78 | 11.71 | 1.45 | 5.74 | 6.84 | 4.99 | 4.50 | 4.94 |
| Yield(%) | 0.00 | 5.54 | 5.53 | 5.42 | 5.98 | 6.22 | 4.67 | … | … | 0.36 | 5.67 | 6.87 | 2.53 | 4.83 | 9.01 | 3.23 | 4.81 | 6.13 | 5.30 | 1.73 | 6.11 | 9.69 | 9.10 | 0.43 |
Data as of 06/04/2026, Common starting date is 10/01/2012
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) |
3.13%
Oct 2020 – Oct 2023 |
4.48%
Mar 2015 – Mar 2020 |
6.80%
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) |
17.48%
Dec 2018 – Dec 2021 |
12.30%
Dec 2016 – Dec 2021 |
9.66%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart