Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ERBIX (Eaton Vance Richard Bern Eq St I) | 8.76% | 23.27% | 16.08% | 5.03% | 9.14% | 8.49% | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/13/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ERBIX (Eaton Vance Richard Bern Eq St I) | 10/13/2010 | 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 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.47 | 23.27 | 16.08 | 5.03 | 9.14 | 8.49 | NA | … | … | 8.76 | 18.36 | 15.00 | 14.63 | -18.87 | 5.83 | 14.17 | 25.63 | -11.86 | 20.92 | 9.98 | -0.46 | 2.91 | 29.90 | 12.86 | -6.15 | 6.08 |
| Sharpe Ratio | NA | 1.59 | 0.91 | 0.14 | 0.45 | NA | NA | … | … | 1.08 | 0.94 | 0.96 | 1.00 | -1.00 | 0.37 | 0.48 | 2.21 | -0.74 | 2.63 | 0.69 | -0.03 | 0.26 | 2.68 | 1.18 | -0.30 | 2.07 |
| Standard Deviation(%) | NA | 13.16 | 14.07 | 15.64 | 16.55 | NA | NA | … | … | 16.08 | 16.59 | 11.88 | 11.06 | 20.33 | 15.65 | 28.65 | 10.92 | 17.90 | 7.73 | 14.09 | 14.05 | 11.19 | 11.14 | 10.96 | 20.73 | 14.93 |
| Draw Down(%) | NA | 10.42 | 16.49 | 31.05 | 31.05 | NA | NA | … | … | 10.42 | 16.23 | 7.99 | 11.08 | 24.32 | 13.22 | 29.18 | 5.80 | 23.36 | 2.32 | 9.94 | 12.46 | 9.83 | 6.01 | 7.95 | 21.03 | 5.22 |
| Yield(%) | 0.00 | 17.42 | 10.84 | 5.69 | 6.96 | 6.68 | 5.41 | … | … | 0.00 | 18.20 | 4.60 | 9.29 | 0.71 | 2.26 | 0.72 | 10.34 | 4.91 | 6.55 | 3.86 | 2.26 | 1.32 | 0.77 | 1.55 | 0.78 | 0.00 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| ERBIX (Eaton Vance Richard Bern Eq St I) |
-2.55%
Apr 2021 – Apr 2024 |
1.38%
Jan 2018 – Jan 2023 |
4.72%
Oct 2013 – Oct 2023 |
7.34%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERBIX (Eaton Vance Richard Bern Eq St I) |
17.90%
May 2023 – May 2026 |
13.74%
Jun 2016 – Jun 2021 |
11.48%
Sep 2011 – Sep 2021 |
8.51%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart