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Eaton Vance Balanced R6 (ESIFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.26+0.04 (+0.33%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return18.37%
5-year average return10.11%
Number of years up5
Number of years down2
Best 1-yr total return (2 Oct 2024)24.11%
Worst 1-yr total return (2 Oct 2024)N/A
Best 3-yr total return24.11%
Worst 3-yr total return3.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnESIFXCategory
YTD19.05%9.69%
1-month1.59%0.91%
3-month5.58%5.21%
1-year30.93%27.06%
3-year7.55%11.00%
5-year10.03%10.26%
10-year8.75%8.34%
Last bull market20.82%15.58%
Last bear market-10.97%-12.16%

Annual total return (%) history

Year
ESIFXCategory
2024
N/AN/A
2023
16.37%N/A
2022
-15.30%N/A
2021
14.42%N/A
2020
14.41%11.72%
2019
24.11%19.23%
2018
-3.13%-5.76%
2017
13.75%13.21%
2016
N/A7.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.91%4.49%5.58%N/A
20234.64%3.91%-2.68%9.98%
2022-5.17%-10.97%-4.05%4.55%
20211.97%6.51%-0.61%6.00%
2020-12.78%14.95%6.33%7.32%
201910.37%4.84%2.16%4.99%
2018-1.02%2.25%4.38%-8.29%
20173.23%3.28%2.35%4.23%
20161.62%-0.04%N/AN/A

Rank in category (by total return)

YTD2
1-month52
3-month47
1-year1
3-year7
5-year14

Load adjusted returns

1-year30.93%
3-year7.55%
5-year10.03%
10-year8.75%