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 Dow Down0.92% Nasdaq Down1.36%

Eaton Vance Richard Bernstein Eq Strat A (ERBAX)

14.82 Down 0.02(0.13%) Jul 30

Risk as of Jun 29, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:1
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return(Dec 30, 2013):29.48%
Worst 1 Yr Total Return(Dec 30, 2011):-6.40%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticERBAXCategory
Alpha (against Standard Index)7.625.47
Beta (against Standard Index)0.570.81
Mean Annual Return0.970.93
R-squared (against Standard Index)76.3285.24
Standard Deviation10.7814.58
Sharpe Ratio1.070.79
Treynor Ratio20.3013.74
5 Years
StatisticERBAXCategory
Alpha (against Standard Index)N/A4.84
Beta (against Standard Index)N/A0.85
Mean Annual ReturnN/A1.26
R-squared (against Standard Index)N/A86.86
Standard DeviationN/A15.49
Sharpe RatioN/A0.98
Treynor RatioN/A18.15
10 Years
StatisticERBAXCategory
Alpha (against Standard Index)N/A0.87
Beta (against Standard Index)N/A0.85
Mean Annual ReturnN/A0.75
R-squared (against Standard Index)N/A88.09
Standard DeviationN/A17.12
Sharpe RatioN/A0.44
Treynor RatioN/A7.38