Ratings & Risk for Eaton Vance Balanced B (EMIFX)

Morningstar Category: Moderate Allocation
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average Above Average
    		264
    5-Year Average Above Average
    		233
    10-Year Average High
    		180
    Overall Average High
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 16.30 -0.03 -0.17
    5-Year 13.63 0.34 0.08
    10-Year 13.89 0.24 0.00
    15-Year 12.60 0.53 0.22
    20-Year 11.59 0.55 0.23
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 94.63 1.06 -5.51
    3-Year 90.85 1.18 -1.56
    5-Year 90.71 1.20 -1.56
    10-Year 80.55 1.25 -2.81

    Morningstar Moderate Target Risk

    Trailing data as of 10/31/2009