Canada markets open in 1 hour 45 minutes

Eaton Vance Balanced C (ECIFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
11.19+0.02 (+0.18%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.54%
5-Year Average Return7.50%
Number of Years Up23
Number of Years Down7
Best 1 Yr Total Return (May 5, 2024)22.71%
Worst 1 Yr Total Return (May 5, 2024)N/A
Best 3-Yr Total Return22.71%
Worst 3-Yr Total Return2.43%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnECIFXCategory
YTD3.77%9.69%
1-Month-3.63%0.91%
3-Month1.55%5.21%
1-Year13.58%27.06%
3-Year2.23%11.00%
5-Year6.89%10.26%
10-Year6.69%8.34%
Last Bull Market20.30%15.58%
Last Bear Market-11.18%-12.16%

Annual Total Return (%) History

Year
ECIFXCategory
2024
N/AN/A
2023
15.15%N/A
2022
-16.16%N/A
2021
13.21%N/A
2020
13.21%11.72%
2019
22.71%19.23%
2018
-4.03%-5.76%
2017
12.63%13.21%
2016
3.88%7.34%
2015
1.86%-1.93%
2014
8.78%6.21%
2013
20.14%16.48%
2012
10.61%11.72%
2011
0.54%-0.11%
2010
8.21%11.83%
2009
21.98%24.13%
2008
-30.72%-28.00%
2007
15.20%5.99%
2006
13.73%11.29%
2005
4.43%5.13%
2004
10.66%8.86%
2003
21.25%20.35%
2002
-15.40%-12.02%
2001
-3.09%-5.05%
2000
-0.97%1.82%
1999
0.58%10.71%
1998
12.49%13.52%
1997
19.75%19.63%
1996
11.50%13.70%
1995
26.66%25.63%
1994
-3.56%-2.52%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.68%N/AN/AN/A
20234.34%3.61%-2.84%9.63%
2022-5.41%-11.18%-4.29%4.26%
20211.70%6.21%-0.76%5.62%
2020-12.95%14.61%6.03%7.02%
20199.92%4.66%1.89%4.69%
2018-1.27%1.96%4.20%-8.51%
20173.08%3.00%2.17%3.83%
20161.39%1.52%1.35%-0.43%
20152.73%-0.15%-4.20%3.66%
20142.12%4.71%-0.28%2.01%
20136.53%0.63%4.51%7.24%
20128.51%-2.44%4.97%-0.47%
20113.52%0.14%-8.92%6.49%
20103.86%-8.69%7.37%6.28%
2009-6.28%10.74%13.83%3.25%
2008-6.50%5.04%-16.26%-15.76%
20073.17%6.07%3.76%1.46%
20065.68%-2.91%3.21%7.39%
2005-2.77%2.16%3.81%1.28%
20042.96%-0.45%-0.41%8.40%
2003-1.91%16.00%2.96%3.49%
20020.30%-9.60%-10.36%4.08%
2001-12.21%12.15%-14.68%15.36%
20000.59%-1.48%5.83%-5.58%
1999-1.15%4.56%-6.63%4.22%
19989.84%0.21%-5.47%8.12%
19970.89%11.06%5.50%1.30%
19961.96%2.43%1.36%5.33%
19957.03%7.44%4.82%5.08%
1994-2.36%-1.49%1.93%-1.65%

Rank In Category (By Total Return)

YTD9
1-Month81
3-Month49
1-Year16
3-Year41
5-Year33

Load Adjusted Returns

1-Year12.58%
3-Year2.23%
5-Year6.89%
10-Year6.69%