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Eaton Vance Balanced Fund;A

Ranked 81 out of 117 in Mixed-Asset Target Alloc Growth Funds over 36 months

All calculations are in USD unless stated

The Fund seeks to invest in a broadly diversified list of seasoned securities, placing emphasis on equity securities considered to be of high or improving quality. The investment objective is to provide current income and long-term growth of capital.

sector performance

Mixed-Asset Target Alloc Growth Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 13.5% 3.3% 3.1% 2.4% 4.2%
2016 4.6% 1.4% 1.8% 1.4% -0.1%
2015 2.7% 2.9% 0.0% -4.1% 4.0%
2014 9.6% 2.3% 4.8% -0.1% 2.3%
2013 21.0% 6.6% 0.8% 4.7% 7.5%
2012 11.5% 8.6% -2.3% 5.2% -0.2%
2011 1.3% 3.7% 0.3% -8.8% 6.7%
2010 8.9% 3.8% -8.4% 7.6% 6.5%
2009 23.0% -6.1% 11.0% 14.1% 3.5%
2008 -30.3% -6.3% 5.3% -16.1% -15.7%
2007 16.1% 3.4% 6.2% 4.0% 1.8%
2006 14.5% 5.7% -2.7% 3.4% 7.6%
2005 5.4% -2.5% 2.2% 4.1% 1.5%
2004 11.6% 3.2% -0.2% -0.2% 8.6%
2003 22.1% -1.8% 16.2% 3.2% 3.7%
2002 -14.7% 0.5% -9.4% -10.3% 4.4%
2001 -2.4% -12.0% 12.4% -14.6% 15.6%
2000 -0.1% 0.7% -1.1% 6.0% -5.4%
1999 1.5% -0.9% 4.8% -6.4% 4.5%
1998 13.4% 10.2% 0.3% -5.2% 8.3%
1997 21.6% 1.3% 11.2% 6.0% 1.8%
1996 13.6% 2.7% 2.7% 1.9% 5.7%
1995 29.9% 7.5% 8.1% 5.5% 5.9%
1994 -1.7% -2.8% -1.4% 2.8% -0.3%
1993 11.2% 3.4% 1.3% 5.9% 0.2%
1992 6.5% -3.1% 3.8% 3.5% 2.3%
1991 21.3% 6.1% 0.1% 6.7% 7.0%
1990 1.0% -2.6% 4.0% -5.5% 5.6%
1989 20.8% 4.1% 6.4% 6.1% 2.7%
1988 10.7% 3.3% 4.5% 0.6% 2.0%
1987 5.7% 12.5% 1.7% 5.3% -12.3%
1986 9.3% 8.0% 3.6% -4.6% 2.3%
1985 25.5% 6.9% 7.3% -1.7% 11.4%
1984 9.0% -2.0% -2.8% 10.6% 3.5%
1983 14.6% 4.9% 6.4% 3.5% -0.8%
1982 25.9% -2.6% -1.2% 14.6% 14.1%
1981 4.8% 1.6% 1.5% -8.8% 11.5%
1980 20.3% -6.1% 14.1% 6.9% 5.2%
1979 18.8% 8.3% 3.4% 5.2% 0.8%
1978 8.0% -3.2% 8.0% 7.9% -4.3%
1977 0.8% -3.3% 5.9% -3.3% 1.8%
1976 28.3% 11.6% 4.8% 4.5% 5.0%
1975 24.0% 10.7% 13.7% -6.7% 5.5%
1974 -14.2% -2.2% -7.5% -13.6% 9.7%
1973 -13.1% -6.1% -6.6% 8.6% -8.7%
1972 9.1% 3.7% -2.1% 1.3% 6.1%
1971 10.3% 6.4% -1.5% 0.9% 4.3%
1970 8.7% 0.5% -13.3% 13.6% 9.9%
1969 -8.7% -2.1% -4.3% -3.3% 0.8%
1968 12.1% -2.5% 7.6% 5.7% 1.1%
1967 7.4% 7.1% -2.6% 3.4% -0.5%
1966 -9.7% -5.1% -2.9% -6.5% 4.8%
1965 4.2% 2.1% -1.8% 3.1% 0.8%
1964 13.9% 4.0% 3.4% 3.8% 2.1%
1963 11.3% 4.3% 3.3% 2.1% 1.2%
1962 -3.7% 0.3% -14.3% 4.5% 7.2%
1961 19.5% 9.6% 0.9% 4.3% 3.6%
1960 9.4% -0.9% 5.1% -1.5% 6.7%
1959 5.9% 1.4% 1.4% -1.8% 4.9%
1958 29.8% 5.0% 6.9% 5.9% 9.2%
1957 0.2% 0.1% 5.0% -5.8% 1.2%
1956 4.5% 6.8% -0.6% -4.0% 2.6%
1955 18.6% 4.1% 9.3% 0.4% 3.7%
1954 33.5% 7.8% 6.9% 6.8% 8.5%
1953 2.9% -1.6% -4.0% 0.8% 8.1%
1952 9.9% 3.0% 1.5% 0.1% 5.0%
1951 13.3% 3.0% 1.3% 7.9% 0.6%
1950 11.0% 2.7% -0.7% 4.5% 4.1%
1949 18.4% 1.7% -1.9% 9.5% 8.4%
1948 3.5% 0.5% 7.0% -5.8% 2.1%
1947 -3.1% -2.1% -1.2% -0.2% 0.4%
1946 -2.1% 8.3% 1.9% -15.0% 4.4%
1945 38.9% 3.0% 9.8% 8.8% 12.9%
1944 19.5% 4.2% 8.9% -0.4% 5.8%
1943 27.5% 19.9% 7.9% -1.4% 0.0%
1942 17.1% -7.1% 3.4% 9.3% 11.6%
1941 -8.5% -4.2% 1.9% 3.6% -9.5%
1940 -7.8% -0.5% -16.8% 8.4% 2.6%
1939 -4.9% -15.4% -5.1% 19.8% -1.1%
1938 22.1% -19.2% 35.3% -2.2% 14.3%
1937 -38.2% 7.1% -12.7% -13.7% -23.5%
1936 47.3% 12.6% -3.4% 11.0% 22.0%
1935 50.8% -4.0% 14.9% 13.6% 20.5%
1934 11.0% 8.7% -2.5% -5.4% 10.7%
1933 34.5% -10.4% 50.7% -2.1% 1.8%
1932 20.5% -1.6%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date01/04/1932
  • Share Class size341Mn
  • Base currencyUSD
  • ISINUS2779058658

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment0