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Sunday, December 27, 2009, 10:04AM ET - U.S. Markets Closed. Dow Up 0.51% Nasdaq Up 0.71%
Eaton Vance Balanced B (EMIFX)On Dec 24: 6.53  Up 0.02 (0.31%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:20.42%
5-Year Average Return:3.26%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2007):15.24%
Worst 1-Yr Total Return (2008):-30.68%
Best 3-Yr Total Return (2005-7):11.01%
Worst 3-Yr Total Return (2006-8):-3.19%
LOAD ADJUSTED RETURNS 
1-Year:-5.43%
3-Year:-0.70%
5-Year:3.62%
10-Year:2.44%
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnEMIFXCategoryDiffIndex*Diff
Year To Date20.4222.21-1.79N/AN/A
1-Month4.753.581.17N/AN/A
3-Month5.175.74-0.57N/AN/A
1-Year23.9826.14-2.16N/AN/A
3-Year-1.34-2.180.84N/AN/A
5-Year3.262.201.06N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)31.9533.99-2.04N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-15.04-9.13-5.91N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearEMIFXCategoryDiff
2009N/AN/AN/A
2008
 
-30.68-28.00-2.68
2007
 
15.245.999.25
2006
 
13.6011.292.31
2005
 
4.505.13-0.63
2004
 
10.638.861.77
2003
 
21.3020.350.95
2002
 
-15.38-12.02-3.36
2001
 
-3.13-5.051.92
2000
 
-1.011.82-2.83
1999
 
0.7410.71-9.97
PAST QUARTERLY RETURNS (%) FOR EMIFX 
Q1Q2Q3Q4
2009-6.4810.7814.06N/A
2008-6.525.05-16.17-15.80
20073.176.083.771.46
20065.54-2.913.227.41
2005-2.732.133.801.34
20042.92-0.43-0.398.37
2003-1.9315.973.023.53
20020.28-9.55-10.414.13
2001-12.3012.24-14.6815.33
20000.49-1.465.88-5.58
1999N/AN/AN/A4.29
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date793118466.98
1-Month246123319.95
3-Month1130122991.94
6-Month640120852.98
1-Year634118353.59
3-Year28593230.58
5-Year16678421.17

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