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Eaton Vance Balanced Fund (ERIFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.74+0.07 (+0.60%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.33%
5-year average return8.58%
Number of years up5
Number of years down2
Best 1-yr total return (30 June 2024)23.31%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return23.31%
Worst 3-yr total return2.94%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnERIFXCategory
YTD8.67%9.69%
1-month4.64%0.91%
3-month2.74%5.21%
1-year20.05%27.06%
3-year4.30%11.00%
5-year8.81%10.26%
10-year7.51%8.34%
Last bull market20.50%15.58%
Last bear market-11.14%-12.16%

Annual total return (%) history

Year
ERIFXCategory
2024
N/AN/A
2023
15.83%N/A
2022
-15.77%N/A
2021
13.71%N/A
2020
13.89%11.72%
2019
23.31%19.23%
2018
-3.61%-5.76%
2017
13.22%13.21%
2016
N/A7.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.71%4.38%N/AN/A
20234.52%3.79%-2.83%9.88%
2022-5.24%-11.14%-4.21%4.43%
20211.75%6.41%-0.74%5.81%
2020-12.84%14.75%6.21%7.22%
201910.15%4.72%2.04%4.77%
2018-1.25%2.12%4.37%-8.42%
20173.23%3.03%2.22%4.14%
20161.46%-0.18%N/AN/A

Rank in category (by total return)

YTD5
1-month3
3-month32
1-year7
3-year17
5-year24

Load adjusted returns

1-year20.05%
3-year4.30%
5-year8.81%
10-year7.51%