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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
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
12.33%
5-year average return
8.58%
Number of years up
5
Number of years down
2
Best 1-yr total return (30 June 2024)
23.31%
Worst 1-yr total return (30 June 2024)
N/A
Best 3-yr total return
23.31%
Worst 3-yr total return
2.94%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
ERIFX
Category
YTD
8.67%
9.69%
1-month
4.64%
0.91%
3-month
2.74%
5.21%
1-year
20.05%
27.06%
3-year
4.30%
11.00%
5-year
8.81%
10.26%
10-year
7.51%
8.34%
Last bull market
20.50%
15.58%
Last bear market
-11.14%
-12.16%
Annual total return (%) history
Year
ERIFX
Category
2024
N/A
N/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/A
7.34%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
7.71%
4.38%
N/A
N/A
2023
4.52%
3.79%
-2.83%
9.88%
2022
-5.24%
-11.14%
-4.21%
4.43%
2021
1.75%
6.41%
-0.74%
5.81%
2020
-12.84%
14.75%
6.21%
7.22%
2019
10.15%
4.72%
2.04%
4.77%
2018
-1.25%
2.12%
4.37%
-8.42%
2017
3.23%
3.03%
2.22%
4.14%
2016
1.46%
-0.18%
N/A
N/A
Rank in category (by total return)
YTD
5
1-month
3
3-month
32
1-year
7
3-year
17
5-year
24
Load adjusted returns
1-year
20.05%
3-year
4.30%
5-year
8.81%
10-year
7.51%
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