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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

Risk overview

Morningstar risk rating★★★
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

Risk statistics

3 years
ERIFXCategory average
5 years
ERIFXCategory average
10 years
ERIFXCategory average
Alpha
3.12-0.01
2.32-0.01
1.94-0
BETA
0.950.01
0.960.01
0.970.01
Mean annual return
0.420.01
0.770.01
0.650.01
R-squared
90.470.93
91.240.92
90.820.92
Standard deviation
12.480.13
12.560.1
10.140.09
Sharpe ratio
0.140.01
0.560.01
0.610.01
Treynor ratio
1.080.09
6.790.09
6.150.07