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Eaton Vance Balanced R (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 (1 Jul 2024)23.31%
Worst 1-yr total return (1 Jul 2024)N/A

Risk statistics

3 years
ERIFXCategory average
5 years
ERIFXCategory average
10 years
ERIFXCategory average
Alpha
3.57-0.01
2.88-0.01
2.13-0
BETA
0.950.01
0.970.01
0.960.01
Mean annual return
0.460.01
0.760.01
0.660.01
R-squared
89.580.93
90.480.92
90.280.92
Standard deviation
12.580.13
12.530.1
10.160.09
Sharpe ratio
0.170.01
0.550.01
0.620.01
Treynor ratio
1.480.09
6.620.09
6.240.07