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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: 08:06AM EDT

Risk overview

Morningstar risk rating★★★
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

Risk statistics

3 years
EVIFXCategory average
5 years
EVIFXCategory average
10 years
EVIFXCategory average
Alpha
3.82-0.01
3.11-0.01
2.37-0
BETA
0.940.01
0.970.01
0.960.01
Mean annual return
0.480.01
0.780.01
0.680.01
R-squared
89.550.93
90.430.92
90.220.92
Standard deviation
12.550.13
12.550.1
10.170.09
Sharpe ratio
0.190.01
0.570.01
0.640.01
Treynor ratio
1.760.09
6.880.09
6.50.07