Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ERBAX (Eaton Vance Richard Bern Eq St A) | 10.58% | 25.96% | 16.65% | 5.17% | 9.25% | 8.27% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/13/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ERBAX (Eaton Vance Richard Bern Eq St A) | 10/13/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 25.96 | 16.65 | 5.17 | 9.25 | 8.27 | NA | … | … | 10.58 | 18.06 | 14.65 | 14.36 | -19.06 | 5.58 | 13.90 | 26.29 | -12.09 | 20.70 | 9.70 | -0.73 | 2.65 | 29.48 | 12.69 | -6.40 | 6.08 |
| Sharpe Ratio | NA | 1.90 | 0.99 | 0.18 | 0.46 | NA | NA | … | … | 1.65 | 0.92 | 0.93 | 0.97 | -1.01 | 0.36 | 0.47 | 2.28 | -0.76 | 2.60 | 0.67 | -0.05 | 0.24 | 2.64 | 1.16 | -0.31 | 2.08 |
| Standard Deviation(%) | NA | 12.77 | 14.02 | 15.60 | 16.54 | NA | NA | … | … | 15.70 | 16.62 | 11.91 | 11.09 | 20.29 | 15.64 | 28.71 | 10.88 | 17.90 | 7.75 | 14.12 | 14.01 | 11.18 | 11.16 | 11.02 | 20.75 | 14.88 |
| Draw Down(%) | NA | 10.43 | 16.55 | 31.25 | 31.25 | NA | NA | … | … | 10.43 | 16.30 | 8.01 | 11.16 | 24.49 | 13.28 | 29.14 | 5.75 | 23.52 | 2.38 | 9.95 | 12.54 | 9.85 | 6.01 | 7.96 | 21.05 | 5.31 |
| Yield(%) | 0.00 | 17.27 | 10.61 | 5.48 | 6.81 | 6.28 | 5.17 | … | … | 0.00 | 17.91 | 4.30 | 9.02 | 0.47 | 1.98 | 0.51 | 10.91 | 4.65 | 6.25 | 3.57 | 1.98 | 1.06 | 0.57 | 1.28 | 0.54 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/13/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERBAX (Eaton Vance Richard Bern Eq St A) |
-2.79%
Apr 2021 – Apr 2024 |
1.29%
Jan 2018 – Jan 2023 |
4.54%
Oct 2013 – Oct 2023 |
7.13%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERBAX (Eaton Vance Richard Bern Eq St A) |
17.62%
May 2023 – May 2026 |
13.63%
Jun 2016 – Jun 2021 |
11.29%
Sep 2011 – Sep 2021 |
8.30%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart