Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EVIFX (EATON VANCE BALANCED FUND EATON VANCE BALANCED FUND CLASS A) | 5.45% | 5.51% | 9.58% | 5.85% | 6.55% | 8.24% | 6.93% | 6.70% |
Data as of 07/07/2025, AR inception is 01/30/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVIFX (EATON VANCE BALANCED FUND EATON VANCE BALANCED FUND CLASS A) | 01/30/1980 | 07/07/2025 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | 5.51 | 9.58 | 5.85 | 6.55 | 8.24 | 6.93 | 6.70 | 5.45 | 14.42 | 15.41 | -19.11 | 6.45 | 12.30 | 23.65 | -3.42 | 13.07 | 4.61 | 2.67 | 9.59 | 20.96 | 11.51 | 1.30 | 8.93 | 23.03 | -30.23 | 16.18 | 14.50 | 5.35 | 12.28 | 22.05 | -13.40 | -2.37 | -0.37 | 2.24 | 13.41 | 21.55 | 13.67 | 24.51 | -3.93 | 3.58 | 0.71 | 16.45 | -2.00 | 13.46 | 8.66 | -6.97 | -9.03 | 18.51 | 2.13 | 11.90 | 14.43 | -0.64 | 14.01 |
| Sharpe Ratio | NA | 0.25 | 0.55 | 0.33 | 0.44 | NA | NA | 0.29 | 0.60 | 0.77 | 1.14 | -1.31 | 0.56 | 0.60 | 3.28 | -0.49 | 3.19 | 0.60 | 0.30 | 1.25 | 2.64 | 1.36 | 0.09 | 0.71 | 1.21 | -1.09 | 1.08 | 1.28 | 0.40 | 1.27 | 1.74 | -0.75 | -0.24 | -0.28 | -0.10 | 0.88 | 1.57 | 1.21 | 2.59 | -0.92 | 0.22 | -0.27 | 1.72 | -0.78 | 0.86 | 0.43 | -0.57 | -0.82 | 1.43 | -0.33 | 0.68 | 0.37 | -0.79 | 0.51 |
| Standard Deviation(%) | NA | 13.57 | 12.17 | 12.26 | 11.67 | NA | NA | 12.66 | 15.00 | 10.23 | 9.85 | 15.67 | 11.51 | 20.15 | 6.78 | 9.77 | 3.92 | 7.31 | 8.78 | 7.63 | 7.94 | 8.48 | 14.40 | 12.43 | 18.95 | 28.45 | 12.22 | 8.82 | 7.97 | 8.93 | 12.25 | 19.31 | 20.20 | 16.05 | 9.50 | 11.44 | 11.41 | 8.34 | 7.99 | 7.45 | 6.80 | 6.10 | 7.34 | 9.30 | 9.00 | 9.27 | 19.30 | 15.97 | 9.28 | 13.67 | 8.48 | 18.61 | 13.48 | 14.18 |
| Draw Down(%) | NA | 15.09 | 15.09 | 24.65 | 24.65 | NA | NA | 42.69 | 11.79 | 6.90 | 7.09 | 19.78 | 8.68 | 23.81 | 2.88 | 11.76 | 1.78 | 5.86 | 6.79 | 4.96 | 4.56 | 6.79 | 11.98 | 11.37 | 16.61 | 42.10 | 8.68 | 8.75 | 6.81 | 7.52 | 9.87 | 25.53 | 23.23 | 11.12 | 9.81 | 12.77 | 6.76 | 5.07 | 5.71 | 9.87 | 6.15 | 4.58 | 3.53 | 8.54 | 4.91 | 3.94 | 24.78 | 10.91 | 7.11 | 12.95 | 2.28 | 12.54 | 10.91 | 11.05 |
| Yield(%) | 0.00 | 1.33 | 1.57 | 1.40 | 2.85 | 4.81 | 4.60 | 5.64 | 0.66 | 1.49 | 1.67 | 1.14 | 1.18 | 1.19 | 4.52 | 5.89 | 4.61 | 1.91 | 5.89 | 9.44 | 8.82 | 1.88 | 1.72 | 1.53 | 1.71 | 3.37 | 11.15 | 4.15 | 1.55 | 2.02 | 0.89 | 2.24 | 2.61 | 21.64 | 4.85 | 19.32 | 13.57 | 13.89 | 3.77 | 3.69 | 4.27 | 4.69 | 5.20 | 5.68 | 6.02 | 5.35 | 4.66 | 5.32 | 6.57 | 6.21 | 6.63 | 7.39 | 6.47 | 5.53 |
Data as of 07/07/2025, AR inception is 01/30/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVIFX (EATON VANCE BALANCED FUND EATON VANCE BALANCED FUND CLASS A) |
-6.98%
Feb 2006 - Feb 2009 |
-2.74%
Mar 1998 - Mar 2003 |
0.48%
Feb 1999 - Feb 2009 |
3.87%
Sep 1987 - Sep 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVIFX (EATON VANCE BALANCED FUND EATON VANCE BALANCED FUND CLASS A) |
20.81%
Mar 1995 - Mar 1998 |
15.82%
Feb 2009 - Feb 2014 |
10.93%
Feb 2009 - Feb 2019 |
9.37%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart