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    More On EVIFX


    Eaton Vance Balanced A (EVIFX)

    8.67 Up 0.03(0.35%) Feb 21

    Performance Overview as of Jan 30, 2017Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:4.00
    Year-to-Date Return:0.83%
    5-Year Average Return:9.15%
    Number of Years Up:68
    Number of Years Down:16
    Best 1 Yr Total Return (2009-12-31):22.99%
    Worst 1 Yr Total Return (2008-12-31):-30.27%
    Best 3-Yr Total Return (N/A):13.92%
    Worst 3-Yr Total Return (N/A):-2.51%
    Load Adjusted Returns 
    1-Year:1.64%
    3-Year:4.22%
    5-Year:7.86%
    10-Year:4.98%
    Trailing Returns (%) vs. Benchmarks 
    ReturnEVIFXCategoryDiffIndex*Diff
    Year To Date0.83N/AN/AN/AN/A
    1-Month0.83N/AN/AN/AN/A
    3-Month2.15N/AN/AN/AN/A
    1-Year7.84N/AN/AN/AN/A
    3-Year6.30N/AN/AN/AN/A
    5-Year9.15N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)15.60N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-10.60N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearEVIFXCategoryDiff
    2016
     
    4.60N/AN/A
    2015
     
    2.65N/AN/A
    2014
     
    9.62N/AN/A
    2013
     
    20.96N/AN/A
    2012
     
    11.50N/AN/A
    2011
     
    1.31N/AN/A
    2010
     
    8.92N/AN/A
    2009
     
    22.99N/AN/A
    2008
     
    -30.27N/AN/A
    2007
     
    16.10N/AN/A
    2006
     
    14.47N/AN/A
    2005
     
    5.35N/AN/A
    2004
     
    11.57N/AN/A
    2003
     
    22.05N/AN/A
    2002
     
    -14.70N/AN/A
    2001
     
    -2.37N/AN/A
    2000
     
    -0.10N/AN/A
    1999
     
    1.45N/AN/A
    1998
     
    13.40N/AN/A
    1997
     
    21.62N/AN/A
    1996
     
    13.61N/AN/A
    1995
     
    29.69N/AN/A
    1994
     
    -1.81N/AN/A
    1993
     
    11.19N/AN/A
    1992
     
    6.45N/AN/A
    1991
     
    21.28N/AN/A
    1990
     
    1.00N/AN/A
    1989
     
    20.76N/AN/A
    1988
     
    10.68N/AN/A
    1987
     
    5.65N/AN/A
    1986
     
    9.29N/AN/A
    1985
     
    25.51N/AN/A
    1984
     
    8.97N/AN/A
    1983
     
    14.60N/AN/A
    1982
     
    25.89N/AN/A
    1981
     
    4.81N/AN/A
    1980
     
    20.30N/AN/A
    1979
     
    18.79N/AN/A
    1978
     
    7.95N/AN/A
    1977
     
    0.80N/AN/A
    1976
     
    28.30N/AN/A
    1975
     
    23.98N/AN/A
    1974
     
    -14.17N/AN/A
    1973
     
    -13.05N/AN/A
    1972
     
    9.13N/AN/A
    1971
     
    10.31N/AN/A
    1970
     
    8.71N/AN/A
    1969
     
    -8.74N/AN/A
    1968
     
    12.10N/AN/A
    1967
     
    7.40N/AN/A
    1966
     
    -9.65N/AN/A
    1965
     
    4.22N/AN/A
    1964
     
    13.94N/AN/A
    1963
     
    11.27N/AN/A
    1962
     
    -3.67N/AN/A
    1961
     
    19.53N/AN/A
    1960
     
    9.44N/AN/A
    1959
     
    5.91N/AN/A
    1958
     
    29.78N/AN/A
    1957
     
    0.23N/AN/A
    1956
     
    4.48N/AN/A
    1955
     
    18.24N/AN/A
    1954
     
    33.79N/AN/A
    1953
     
    2.86N/AN/A
    1952
     
    9.88N/AN/A
    1951
     
    13.08N/AN/A
    1950
     
    11.15N/AN/A
    1949
     
    18.65N/AN/A
    1948
     
    3.37N/AN/A
    1947
     
    -4.08N/AN/A
    1946
     
    -2.37N/AN/A
    1945
     
    38.19N/AN/A
    1944
     
    19.92N/AN/A
    1943
     
    27.53N/AN/A
    1942
     
    17.19N/AN/A
    1941
     
    -8.43N/AN/A
    1940
     
    -8.04N/AN/A
    1939
     
    -4.58N/AN/A
    1938
     
    22.44N/AN/A
    1937
     
    -38.24N/AN/A
    1936
     
    46.56N/AN/A
    1935
     
    50.81N/AN/A
    1934
     
    11.04N/AN/A
    1933
     
    34.54N/AN/A
    1932N/AN/AN/A
    Past Quarterly Returns (%) for EVIFX 
    Q1Q2Q3Q4
    20161.431.821.42-0.13
    20152.870.02-4.063.97
    20142.324.80-0.092.32
    20136.610.824.717.46
    20128.60-2.265.20-0.15
    20113.720.33-8.786.73
    20103.75-8.417.616.51
    2009-6.1010.9814.093.45
    2008-6.345.25-16.14-15.65
    20073.366.153.971.77
    20065.74-2.733.427.61
    2005-2.502.244.121.51
    20043.23-0.23-0.248.60
    2003-1.8016.173.183.69
    20020.53-9.40-10.284.38
    2001-12.0412.38-14.5915.63
    20000.71-1.146.03-5.37
    1999-0.944.77-6.414.45
    199810.150.32-5.228.28
    19971.3411.246.001.77
    19962.692.721.865.74
    19957.498.075.475.85
    1994-2.79-1.412.82-0.36
    19933.421.325.860.24
    1992-3.133.773.532.28
    19916.110.126.677.02
    1990-2.633.98-5.535.60
    19894.136.386.132.71
    19883.254.520.571.98
    198712.541.725.25-12.32
    19868.003.63-4.562.31
    19856.867.30-1.7011.35
    1984-1.98-2.8210.553.48
    19834.936.373.52-0.82
    1982-2.64-1.1714.6314.14
    19811.561.46-8.7911.52
    1980-6.1414.096.855.15
    19798.313.395.230.80
    1978-3.217.997.93-4.31
    1977-3.315.91-3.331.82
    197611.564.844.534.95
    197510.7313.68-6.655.51
    1974-2.20-7.49-13.559.74
    1973-6.10-6.608.58-8.70
    19723.73-2.101.306.08
    19716.44-1.510.944.26
    19700.51-13.3213.579.87
    1969-2.05-4.34-3.340.76
    1968-2.467.575.741.06
    19677.14-2.633.43-0.46
    1966-5.08-2.93-6.454.81
    19652.11-1.783.130.75
    19643.963.423.762.13
    19634.252.922.511.18
    1962-0.18-14.294.317.94
    19619.490.474.743.74
    1960-0.764.93-1.526.71
    19591.431.38-1.804.89
    19584.966.925.769.34
    19570.144.86-5.641.16
    19566.76-0.64-4.022.62
    19553.869.280.433.73
    19547.766.856.798.81
    1953-1.59-4.030.768.09
    19523.061.500.084.96
    19512.831.327.890.60
    19502.66-0.674.484.32
    19491.88-1.899.538.38
    19480.646.97-5.761.88
    1947-2.34-1.96-0.220.39
    19468.321.54-14.984.40
    19452.979.938.6012.41
    19444.178.82-0.015.80
    194319.867.86-1.390.04
    1942-7.003.369.2511.58
    1941-4.161.863.61-9.46
    1940-0.46-16.988.462.60
    1939-15.56-5.0718.920.11
    1938-19.2035.28-2.1914.53
    19377.14-12.68-13.72-23.49
    193612.59-3.3611.0221.34
    1935-4.0314.8513.5620.49
    19348.66-2.47-5.3510.71
    1933-10.4450.67-2.081.82
    193220.48-1.58N/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date93N/A
    1-Month93N/A
    3-Month95N/A
    6-Month96N/A
    1-Year95N/A
    3-Year19N/A
    5-Year15N/A