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Eaton Vance Richard Bernstein Eq Strat A (ERBAX)

NASDAQ - NASDAQ Delayed Price. Currency in USD
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16.60+0.16 (+0.97%)
At close: 8:00PM EDT
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return12.05%
5-Year Average Return11.18%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jul 30, 2017)29.48%
Worst 1 Yr Total Return (Jul 30, 2017)-6.40%
Best 3-Yr Total Return29.48%
Worst 3-Yr Total Return3.78%

Trailing Returns (%) Vs. Benchmarks

ReturnERBAXCategory
YTD12.05%12.88%
1-Month3.14%0.41%
3-Month4.82%5.10%
1-Year17.89%18.02%
3-Year7.09%4.53%
5-Year11.18%10.57%
10-Year0.00%3.77%
Last Bull Market14.98%18.60%
Last Bear Market-19.59%-20.30%

Annual Total Return (%) History

Year
ERBAXCategory
2017
N/AN/A
2016
9.70%5.54%
2015
-0.74%-1.69%
2014
2.65%2.79%
2013
29.48%25.19%
2012
12.69%15.84%
2011
-6.40%-7.93%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20175.76%2.72%N/AN/A
2016-1.85%1.88%5.90%3.59%
20152.70%-1.28%-6.96%5.23%
20141.97%2.89%-3.28%1.16%
201310.78%1.55%6.36%8.21%
20128.27%-1.40%5.10%0.43%
20116.57%-3.26%-14.75%6.49%

Rank In Category (By Total Return)

YTD77
1-Month26
3-Month67
1-Year36
3-Year36
5-Year46

Load Adjusted Returns

1-Year11.11%
3-Year5.00%
5-Year9.87%
10-YearN/A