Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EEAIX (Eaton Vance Equity Asset Allocation I) | NA | -7.56% | 16.93% | -1.05% | NA | NA | NA | … | … |
Data as of 02/24/2012, Common starting date is 02/01/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EEAIX (Eaton Vance Equity Asset Allocation I) | 02/01/2007 | 02/24/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.56 | 16.93 | -1.05 | NA | NA | NA | … | … | 0.00 | -4.77 | 13.17 | 30.51 | -38.86 | 12.13 |
| Sharpe Ratio | NA | -0.31 | 0.74 | -0.07 | NA | NA | NA | … | … | 0.00 | -0.19 | 0.68 | 1.11 | -1.01 | 0.66 |
| Standard Deviation(%) | NA | 24.35 | 22.74 | 26.71 | NA | NA | NA | … | … | NA | 24.98 | 19.33 | 27.36 | 39.09 | 15.82 |
| Draw Down(%) | NA | 22.11 | 22.11 | 53.61 | NA | NA | NA | … | … | 0.00 | 22.11 | 16.63 | 24.24 | 50.68 | 10.41 |
| Yield(%) | 0.00 | 0.00 | 0.27 | 0.24 | 0.12 | 0.08 | 0.06 | … | … | 0.00 | 0.00 | 0.28 | 0.32 | 0.35 | 0.37 |
Data as of 02/24/2012, Common starting date is 02/01/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EEAIX (Eaton Vance Equity Asset Allocation I) |
-8.57%
Jun 2007 – Jun 2010 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EEAIX (Eaton Vance Equity Asset Allocation I) |
15.09%
Jan 2009 – Jan 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart