Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESIFX (Eaton Vance Balanced Fund Cl R6) | 2.22% | 11.08% | 14.28% | 7.53% | 9.33% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESIFX (Eaton Vance Balanced Fund Cl R6) | 05/04/2016 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.86 | 11.08 | 14.28 | 7.53 | 9.33 | NA | NA | … | … | 2.22 | 11.33 | 19.77 | 16.37 | -15.41 | 14.49 | 14.42 | 24.12 | -3.13 | 13.76 | 3.42 |
| Sharpe Ratio | NA | 1.37 | 1.21 | 0.49 | 0.71 | NA | NA | … | … | 0.81 | 0.72 | 1.75 | 1.30 | -1.14 | 1.65 | 0.70 | 3.38 | -0.47 | 3.25 | 0.86 |
| Standard Deviation(%) | NA | 8.35 | 10.05 | 11.12 | 11.12 | NA | NA | … | … | 9.85 | 11.79 | 9.22 | 9.83 | 14.84 | 8.76 | 20.11 | 6.70 | 9.72 | 4.05 | 5.77 |
| Draw Down(%) | NA | 7.27 | 11.78 | 19.79 | 23.74 | NA | NA | … | … | 7.27 | 11.78 | 4.84 | 7.00 | 19.58 | 3.95 | 23.74 | 2.78 | 11.69 | 1.56 | 3.55 |
| Yield(%) | 0.00 | 5.59 | 5.59 | 5.47 | 6.03 | 4.10 | 3.07 | … | … | 0.36 | 5.72 | 6.91 | 2.60 | 4.87 | 9.05 | 3.28 | 4.85 | 6.19 | 5.38 | 1.24 |
Data as of 06/05/2026, Common starting date is 05/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESIFX (Eaton Vance Balanced Fund Cl R6) |
3.18%
Oct 2020 – Oct 2023 |
5.85%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESIFX (Eaton Vance Balanced Fund Cl R6) |
17.59%
Dec 2018 – Dec 2021 |
12.37%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart