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Eaton Vance Balanced A (EVIFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.79+0.06 (+0.51%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.67%
5-year average return8.88%
Number of years up73
Number of years down18
Best 1-yr total return (2 Jul 2024)23.63%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return23.63%
Worst 3-yr total return3.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEVIFXCategory
YTD12.61%9.69%
1-month3.50%0.91%
3-month4.42%5.21%
1-year20.35%27.06%
3-year5.09%11.00%
5-year8.97%10.26%
10-year7.89%8.34%
Last bull market20.66%15.58%
Last bear market-11.05%-12.16%

Annual total return (%) history

Year
EVIFXCategory
2024
N/AN/A
2023
16.05%N/A
2022
-15.58%N/A
2021
14.01%N/A
2020
14.20%11.72%
2019
23.63%19.23%
2018
-3.43%-5.76%
2017
13.53%13.21%
2016
4.60%7.34%
2015
2.65%-1.93%
2014
9.62%6.21%
2013
20.96%16.48%
2012
11.50%11.72%
2011
1.31%-0.11%
2010
8.92%11.83%
2009
22.99%24.13%
2008
-30.27%-28.00%
2007
16.10%5.99%
2006
14.47%11.29%
2005
5.35%5.13%
2004
11.57%8.86%
2003
22.05%20.35%
2002
-14.70%-12.02%
2001
-2.37%-5.05%
2000
-0.10%1.82%
1999
1.45%10.71%
1998
13.40%13.52%
1997
21.62%19.63%
1996
13.61%13.70%
1995
29.69%25.63%
1994
-1.81%-2.52%
1993
11.19%11.37%
1992
6.45%7.73%
1991
21.28%24.89%
1990
1.00%-1.10%
1989
20.76%19.04%
1988
10.68%12.38%
1987
5.65%2.33%
1986
9.29%16.43%
1985
25.51%27.31%
1984
8.97%8.22%
1983
14.60%17.96%
1982
25.89%29.46%
1981
4.81%4.32%
1980
20.30%19.48%
1979
18.79%15.00%
1978
7.95%4.67%
1977
0.80%0.43%
1976
28.30%27.96%
1975
23.98%29.04%
1974
-14.17%-16.55%
1973
-13.05%-14.06%
1972
9.13%8.41%
1971
10.31%13.97%
1970
8.71%2.83%
1969
-8.74%-13.18%
1968
12.10%14.58%
1967
7.40%18.14%
1966
-9.65%-7.48%
1965
4.22%12.18%
1964
13.94%11.92%
1963
11.27%13.59%
1962
-3.67%-7.04%
1961
19.53%20.08%
1960
9.44%2.92%
1959
5.91%6.96%
1958
29.78%34.00%
1957
0.23%-7.52%
1956
4.48%3.50%
1955
18.24%14.17%
1954
33.79%34.02%
1953
2.86%-0.79%
1952
9.88%9.24%
1951
13.08%11.13%
1950
11.15%15.89%
1949
18.65%14.44%
1948
3.37%0.23%
1947
-4.08%-2.48%
1946
-2.37%-5.09%
1945
38.19%27.63%
1944
19.92%21.77%
1943
27.53%28.08%
1942
17.19%12.20%
1941
-8.43%-6.93%
1940
-8.04%-4.62%
1939
-4.58%-1.30%
1938
22.44%18.65%
1937
-38.24%-38.37%
1936
46.56%37.04%
1935
50.81%42.49%
1934
11.04%10.39%
1933
34.54%23.87%
1932
N/A-2.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.84%4.42%N/AN/A
20234.57%3.84%-2.76%9.91%
2022-5.25%-11.05%-4.13%4.48%
20211.80%6.44%-0.60%5.85%
2020-12.75%14.76%6.26%7.35%
201910.18%4.88%2.09%4.80%
2018-1.20%2.17%4.41%-8.37%
20173.28%3.09%2.39%4.15%
20161.43%1.82%1.42%-0.13%
20152.87%0.02%-4.06%3.97%
20142.32%4.80%-0.09%2.32%
20136.61%0.82%4.71%7.46%
20128.60%-2.26%5.20%-0.15%
20113.72%0.33%-8.78%6.73%
20103.75%-8.41%7.61%6.51%
2009-6.10%10.98%14.09%3.45%
2008-6.34%5.25%-16.14%-15.65%
20073.36%6.15%3.97%1.77%
20065.74%-2.73%3.42%7.61%
2005-2.50%2.24%4.12%1.51%
20043.23%-0.23%-0.24%8.60%
2003-1.80%16.17%3.18%3.69%
20020.53%-9.40%-10.28%4.38%
2001-12.04%12.38%-14.59%15.63%
20000.71%-1.14%6.03%-5.37%
1999-0.94%4.77%-6.41%4.45%
199810.15%0.32%-5.22%8.28%
19971.34%11.24%6.00%1.77%
19962.69%2.72%1.86%5.74%
19957.49%8.07%5.47%5.85%
1994-2.79%-1.41%2.82%-0.36%
19933.42%1.32%5.86%0.24%
1992-3.13%3.77%3.53%2.28%
19916.11%0.12%6.67%7.02%
1990-2.63%3.98%-5.53%5.60%
19894.13%6.38%6.13%2.71%
19883.25%4.52%0.57%1.98%
198712.54%1.72%5.25%-12.32%
19868.00%3.63%-4.56%2.31%
19856.86%7.30%-1.70%11.35%
1984-1.98%-2.82%10.55%3.48%
19834.93%6.37%3.52%-0.82%
1982-2.64%-1.17%14.63%14.14%
19811.56%1.46%-8.79%11.52%
1980-6.14%14.09%6.85%5.15%
19798.31%3.39%5.23%0.80%
1978-3.21%7.99%7.93%-4.31%
1977-3.31%5.91%-3.33%1.82%
197611.56%4.84%4.53%4.95%
197510.73%13.68%-6.65%5.51%
1974-2.20%-7.49%-13.55%9.74%
1973-6.10%-6.60%8.58%-8.70%
19723.73%-2.10%1.30%6.08%
19716.44%-1.51%0.94%4.26%
19700.51%-13.32%13.57%9.87%
1969-2.05%-4.34%-3.34%0.76%
1968-2.46%7.57%5.74%1.06%
19677.14%-2.63%3.43%-0.46%
1966-5.08%-2.93%-6.45%4.81%
19652.11%-1.78%3.13%0.75%
19643.96%3.42%3.76%2.13%
19634.25%2.92%2.51%1.18%
1962-0.18%-14.29%4.31%7.94%
19619.49%0.47%4.74%3.74%
1960-0.76%4.93%-1.52%6.71%
19591.43%1.38%-1.80%4.89%
19584.96%6.92%5.76%9.34%
19570.14%4.86%-5.64%1.16%
19566.76%-0.64%-4.02%2.62%
19553.86%9.28%0.43%3.73%
19547.76%6.85%6.79%8.81%
1953-1.59%-4.03%0.76%8.09%
19523.06%1.50%0.08%4.96%
19512.83%1.32%7.89%0.60%
19502.66%-0.67%4.48%4.32%
19491.88%-1.89%9.53%8.38%
19480.64%6.97%-5.76%1.88%
1947-2.34%-1.96%-0.22%0.39%
19468.32%1.54%-14.98%4.40%
19452.97%9.93%8.60%12.41%
19444.17%8.82%-0.01%5.80%
194319.86%7.86%-1.39%0.04%
1942-7.00%3.36%9.25%11.58%
1941-4.16%1.86%3.61%-9.46%
1940-0.46%-16.98%8.46%2.60%
1939-15.56%-5.07%18.92%0.11%
1938-19.20%35.28%-2.19%14.53%
19377.14%-12.68%-13.72%-23.49%
193612.59%-3.36%11.02%21.34%
1935-4.03%14.85%13.56%20.49%
19348.66%-2.47%-5.35%10.71%
1933-10.44%50.67%-2.08%1.82%
193220.48%-1.58%N/AN/A

Rank in category (by total return)

YTD4
1-month2
3-month2
1-year4
3-year12
5-year17

Load adjusted returns

1-year14.03%
3-year3.22%
5-year7.81%
10-year7.31%