Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EIRAX (Eaton Vance Richard Bernstein All Asset) | 5.78% | 15.78% | 9.53% | 2.51% | 4.85% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIRAX (Eaton Vance Richard Bernstein All Asset) | 10/28/2011 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.88 | 15.78 | 9.53 | 2.51 | 4.85 | NA | NA | … | … | 5.78 | 13.67 | 5.21 | 6.80 | -14.74 | 2.49 | 7.26 | 12.82 | -7.42 | 15.01 | 7.07 | -0.74 | 3.30 | 13.80 | 7.88 | -0.29 |
| Sharpe Ratio | NA | 1.45 | 0.73 | -0.01 | 0.35 | NA | NA | … | … | 0.93 | 1.21 | -0.20 | 0.34 | -1.43 | 0.32 | 0.60 | 2.15 | -0.71 | 2.45 | 0.69 | -0.09 | 0.48 | 1.98 | 1.73 | -0.19 |
| Standard Deviation(%) | NA | 8.86 | 8.49 | 8.97 | 9.17 | NA | NA | … | … | 11.32 | 9.07 | 7.07 | 7.64 | 11.32 | 7.65 | 11.74 | 5.30 | 12.38 | 5.89 | 9.92 | 8.82 | 6.90 | 6.95 | 4.56 | 8.84 |
| Draw Down(%) | NA | 7.73 | 8.71 | 23.25 | 23.25 | NA | NA | … | … | 7.73 | 7.57 | 4.97 | 8.71 | 19.85 | 6.40 | 13.05 | 2.78 | 15.54 | 1.73 | 6.13 | 8.59 | 5.58 | 5.73 | 2.66 | 3.82 |
| Yield(%) | 0.00 | 2.98 | 2.75 | 1.79 | 2.39 | 2.40 | 1.80 | … | … | 0.00 | 3.07 | 2.49 | 2.67 | 0.92 | 1.16 | 0.80 | 4.85 | 2.66 | 2.62 | 0.78 | 1.56 | 1.64 | 1.34 | 1.55 | 0.00 |
Data as of 06/09/2026, Common starting date is 10/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIRAX (Eaton Vance Richard Bernstein All Asset) |
-3.92%
Oct 2020 – Oct 2023 |
-1.09%
Sep 2018 – Sep 2023 |
2.12%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIRAX (Eaton Vance Richard Bernstein All Asset) |
10.34%
May 2023 – May 2026 |
7.99%
Jan 2013 – Jan 2018 |
6.24%
Nov 2011 – Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart