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    More On ERBAX


    Eaton Vance Richard Bernstein Eq Strat A (ERBAX)

    14.26 Up 0.04(0.28%) May 27

    Performance Overview as of Apr 29, 2016Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:2.00
    Year-to-Date Return:-0.36%
    5-Year Average Return:4.87%
    Number of Years Up:3
    Number of Years Down:2
    Best 1 Yr Total Return (2013-12-31):29.48%
    Worst 1 Yr Total Return (2011-12-31):-6.40%
    Best 3-Yr Total Return (N/A):14.42%
    Worst 3-Yr Total Return (N/A):9.68%
    Load Adjusted Returns 
    1-Year:-9.83%
    3-Year:3.13%
    5-Year:3.64%
    10-Year:N/A
    Trailing Returns (%) vs. Benchmarks 
    ReturnERBAXCategoryDiffIndex*Diff
    Year To Date-0.36N/AN/AN/AN/A
    1-Month1.52N/AN/AN/AN/A
    3-Month3.09N/AN/AN/AN/A
    1-Year-4.33N/AN/AN/AN/A
    3-Year5.19N/AN/AN/AN/A
    5-Year4.87N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)14.98N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-19.59N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearERBAXCategoryDiff
    2016N/AN/AN/A
    2015
     
    -0.74N/AN/A
    2014
     
    2.65N/AN/A
    2013
     
    29.48N/AN/A
    2012
     
    12.69N/AN/A
    2011
     
    -6.40N/AN/A
    Past Quarterly Returns (%) for ERBAX 
    Q1Q2Q3Q4
    2016-1.85N/AN/AN/A
    20152.70-1.28-6.965.23
    20141.972.89-3.281.16
    201310.781.556.368.21
    20128.27-1.405.100.43
    20116.57-3.26-14.756.49
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date62N/A
    1-Month31N/A
    3-Month93N/A
    6-Month51N/A
    1-Year34N/A
    3-Year54N/A
    5-Year54N/A