Canada markets close in 1 hour 1 minute

Eaton Vance Richard Bernstein Eq Strat I (ERBIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
17.93-0.09 (-0.50%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.40%
5-Year Average Return10.41%
Number of Years Up9
Number of Years Down4
Best 1 Yr Total Return (May 21, 2024)29.90%
Worst 1 Yr Total Return (May 21, 2024)N/A
Best 3-Yr Total Return29.90%
Worst 3-Yr Total Return4.05%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnERBIXCategory
YTD4.21%12.08%
1-Month-2.46%0.64%
3-Month5.04%6.49%
1-Year10.36%38.01%
3-Year2.58%12.74%
5-Year8.74%12.82%
10-Year7.49%9.05%
Last Bull Market19.60%18.82%
Last Bear Market-12.82%-20.53%

Annual Total Return (%) History

Year
ERBIXCategory
2024
N/AN/A
2023
14.61%N/A
2022
-14.75%N/A
2021
17.49%N/A
2020
16.48%12.96%
2019
25.67%25.26%
2018
-11.71%-10.06%
2017
20.92%22.28%
2016
9.99%6.93%
2015
-0.46%-0.92%
2014
2.90%3.67%
2013
29.90%24.08%
2012
12.86%14.39%
2011
-6.16%-7.19%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.83%N/AN/AN/A
20236.04%3.76%-4.73%9.34%
2022-3.98%-12.82%-8.28%11.02%
20216.65%6.24%-2.79%6.67%
2020-15.70%15.31%8.02%10.94%
201912.38%2.55%1.15%7.80%
2018-0.18%-0.12%3.58%-14.51%
20175.75%2.78%5.42%5.53%
2016-1.78%1.88%5.96%3.72%
20152.76%-1.21%-6.94%5.37%
20142.04%2.89%-3.14%1.19%
201310.97%1.55%6.44%8.30%
20128.27%-1.30%5.10%0.49%
20116.57%-3.08%-14.73%6.55%

Rank In Category (By Total Return)

YTD40
1-Month9
3-Month16
1-Year71
3-Year70
5-Year41

Load Adjusted Returns

1-Year10.36%
3-Year2.58%
5-Year8.74%
10-Year7.49%