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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
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
18.37%
5-year average return
10.11%
Number of years up
5
Number of years down
2
Best 1-yr total return (2 Oct 2024)
24.11%
Worst 1-yr total return (2 Oct 2024)
N/A
Best 3-yr total return
24.11%
Worst 3-yr total return
3.50%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
ESIFX
Category
YTD
19.05%
9.69%
1-month
1.59%
0.91%
3-month
5.58%
5.21%
1-year
30.93%
27.06%
3-year
7.55%
11.00%
5-year
10.03%
10.26%
10-year
8.75%
8.34%
Last bull market
20.82%
15.58%
Last bear market
-10.97%
-12.16%
Annual total return (%) history
Year
ESIFX
Category
2024
N/A
N/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/A
7.34%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
7.91%
4.49%
5.58%
N/A
2023
4.64%
3.91%
-2.68%
9.98%
2022
-5.17%
-10.97%
-4.05%
4.55%
2021
1.97%
6.51%
-0.61%
6.00%
2020
-12.78%
14.95%
6.33%
7.32%
2019
10.37%
4.84%
2.16%
4.99%
2018
-1.02%
2.25%
4.38%
-8.29%
2017
3.23%
3.28%
2.35%
4.23%
2016
1.62%
-0.04%
N/A
N/A
Rank in category (by total return)
YTD
2
1-month
52
3-month
47
1-year
1
3-year
7
5-year
14
Load adjusted returns
1-year
30.93%
3-year
7.55%
5-year
10.03%
10-year
8.75%
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