Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ERBCX (Eaton Vance Richard Bern Eq St C) | 7.58% | 22.19% | 14.84% | 3.67% | 7.99% | 7.32% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/13/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ERBCX (Eaton Vance Richard Bern Eq St C) | 10/13/2010 | 06/05/2026 |
| 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 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.51 | 22.19 | 14.84 | 3.67 | 7.99 | 7.32 | NA | … | … | 7.58 | 17.18 | 13.85 | 13.48 | -19.75 | 4.61 | 12.95 | 24.43 | -12.75 | 19.82 | 8.86 | -1.49 | 1.94 | 28.45 | 11.83 | -7.06 | 5.78 |
| Sharpe Ratio | NA | 1.48 | 0.82 | 0.07 | 0.39 | NA | NA | … | … | 1.00 | 0.86 | 0.86 | 0.90 | -1.05 | 0.29 | 0.44 | 2.12 | -0.79 | 2.51 | 0.61 | -0.11 | 0.17 | 2.55 | 1.09 | -0.34 | 1.96 |
| Standard Deviation(%) | NA | 13.17 | 14.09 | 15.66 | 16.56 | NA | NA | … | … | 16.12 | 16.65 | 11.88 | 11.02 | 20.32 | 15.69 | 28.67 | 10.85 | 17.93 | 7.67 | 14.18 | 14.09 | 11.17 | 11.14 | 10.91 | 20.74 | 14.90 |
| Draw Down(%) | NA | 10.51 | 16.79 | 31.87 | 31.87 | NA | NA | … | … | 10.51 | 16.37 | 8.05 | 11.27 | 24.93 | 13.49 | 29.20 | 5.84 | 24.06 | 2.41 | 10.04 | 12.81 | 10.02 | 6.13 | 8.09 | 21.33 | 5.32 |
| Yield(%) | 0.00 | 16.82 | 9.97 | 4.87 | 5.88 | 5.31 | 4.28 | … | … | 0.00 | 17.36 | 3.64 | 8.22 | 0.00 | 1.04 | 0.00 | 9.21 | 4.29 | 5.39 | 2.74 | 1.25 | 0.47 | 0.00 | 0.38 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/13/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERBCX (Eaton Vance Richard Bern Eq St C) |
-3.61%
Apr 2021 – Apr 2024 |
0.32%
Jan 2018 – Jan 2023 |
3.65%
Oct 2013 – Oct 2023 |
6.25%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERBCX (Eaton Vance Richard Bern Eq St C) |
16.72%
May 2023 – May 2026 |
12.59%
Jun 2016 – Jun 2021 |
10.37%
Sep 2011 – Sep 2021 |
7.42%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart