Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMIFX (EATON VANCE BALANCED FUND EATON VANCE BALANCED FUND CLASS B) | NA | 11.35% | 8.34% | 7.12% | 7.74% | 2.30% | 1.69% | … | … |
Data as of 10/15/2019, Common starting date is 02/07/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMIFX (EATON VANCE BALANCED FUND EATON VANCE BALANCED FUND CLASS B) | 02/07/1994 | 10/15/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 1.47 | 11.35 | 8.34 | 7.12 | 7.74 | 2.30 | 1.69 | … | … | 17.42 | -4.15 | 12.14 | 3.88 | 1.89 | 8.78 | 20.20 | 10.66 | 0.55 | 8.36 | 22.02 | -30.67 | 15.24 | 13.60 | -44.48 | 10.42 | 21.27 | -15.51 | -3.82 | -6.97 | -0.20 | 6.65 | 15.81 | 9.00 | 24.49 | -6.42 |
| Sharpe Ratio | NA | 1.11 | 1.00 | 0.84 | 0.79 | NA | NA | … | … | 2.88 | -0.56 | 3.01 | 0.50 | 0.21 | 1.13 | 2.53 | 1.27 | 0.04 | 0.67 | 1.16 | -1.11 | 1.00 | 1.17 | -0.73 | 1.07 | 1.69 | -0.87 | -0.31 | -0.63 | -0.36 | 0.27 | 1.06 | 0.64 | 3.31 | -1.41 |
| Standard Deviation(%) | NA | 8.87 | 7.25 | 7.69 | 9.34 | NA | NA | … | … | 7.30 | 9.78 | 3.83 | 7.31 | 8.80 | 7.72 | 7.97 | 8.44 | 14.38 | 12.42 | 18.89 | 28.45 | 12.21 | 8.81 | 63.48 | 8.85 | 12.18 | 19.08 | 20.18 | 17.40 | 9.65 | 12.33 | 11.58 | 8.58 | 6.24 | 7.25 |
| Draw Down(%) | NA | 9.56 | 11.96 | 11.96 | 12.31 | NA | NA | … | … | 2.87 | 11.96 | 1.77 | 5.85 | 7.09 | 5.03 | 4.51 | 7.05 | 12.31 | 11.19 | 16.79 | 42.25 | 8.79 | 8.66 | 47.95 | 7.83 | 9.84 | 26.26 | 24.17 | 16.04 | 10.17 | 13.18 | 6.73 | 5.08 | 2.82 | 8.10 |
| Yield(%) | 0.00 | 4.85 | 3.51 | 4.44 | 4.52 | 2.46 | 2.11 | … | … | 0.79 | 4.99 | 3.76 | 1.07 | 5.14 | 8.61 | 8.01 | 1.06 | 0.97 | 1.17 | 0.90 | 2.70 | 10.34 | 3.35 | 0.12 | 0.22 | 0.03 | 0.17 | 0.77 | 6.82 | 1.77 | 6.52 | 4.96 | 3.35 | 0.74 | 0.76 |
Data as of 10/15/2019, Common starting date is 02/07/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMIFX (EATON VANCE BALANCED FUND EATON VANCE BALANCED FUND CLASS B) |
-19.87%
Oct 2005 – Oct 2008 |
-13.53%
Feb 2004 – Feb 2009 |
-7.38%
Feb 1999 – Feb 2009 |
-1.84%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMIFX (EATON VANCE BALANCED FUND EATON VANCE BALANCED FUND CLASS B) |
17.42%
Mar 1995 – Mar 1998 |
15.00%
Feb 2009 – Feb 2014 |
10.15%
Feb 2009 – Feb 2019 |
3.26%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart