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Eaton Vance Richard Bernstein Equity Strategy Fund (ERBIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.40+0.13 (+0.71%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★
Number of years up9
Number of years down4
Best 1-yr total return (2 July 2024)29.90%
Worst 1-yr total return (2 July 2024)N/A

Risk statistics

3 years
ERBIXCategory average
5 years
ERBIXCategory average
10 years
ERBIXCategory average
Alpha
-1.37-0.01
0.37-0.01
0.2-0
BETA
0.90.01
0.850.01
0.880.01
Mean annual return
0.410.01
0.90.01
0.710.01
R-squared
96.280.95
95.620.93
93.540.91
Standard deviation
15.360.18
15.20.15
13.440.15
Sharpe ratio
0.10.01
0.560.01
0.510.01
Treynor ratio
0.510.12
9.050.12
7.120.09