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    Eaton Vance Balanced A (EVIFX)

    8.23 Down 0.14(1.67%) Jun 24

    Risk as of May 30, 2016Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up67
    Number of Years Down16
    Best 1 Yr Total Return(Dec 30, 2009):22.99%
    Worst 1 Yr Total Return(Dec 30, 2008):-30.27%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    Alpha (against Standard Index)3.480.23
    Beta (against Standard Index)0.981.04
    Mean Annual Return0.690.44
    R-squared (against Standard Index)90.6792.10
    Standard Deviation7.327.71
    Sharpe Ratio1.110.69
    Treynor Ratio8.364.92
    5 Years
    Alpha (against Standard Index)2.960.22
    Beta (against Standard Index)0.961.04
    Mean Annual Return0.690.50
    R-squared (against Standard Index)92.3492.86
    Standard Deviation7.888.57
    Sharpe Ratio1.040.71
    Treynor Ratio8.565.60
    10 Years
    Alpha (against Standard Index)0.56-0.63
    Beta (against Standard Index)1.101.06
    Mean Annual Return0.590.48
    R-squared (against Standard Index)91.2193.56
    Standard Deviation11.4110.86
    Sharpe Ratio0.540.44
    Treynor Ratio5.134.09