Eaton Vance Balanced Fund R (ERIFX)
12.80
-0.05
(-0.39%)
USD |
Jun 03 2026
ERIFX Max Drawdown (5Y): 20.15% for May 31, 2026
Max Drawdown (5Y) Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Historical Data
Max Drawdown Definition
Max drawdown is an indicator of the risk of a portfolio chosen based on a certain strategy. It measures the largest single drop from peak to bottom in the value of a portfolio before a new peak is achieved.
Max Drawdown (5Y) Range, Past 5 Years
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Minimum
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Maximum
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Average
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Median
Max Drawdown (5Y) Benchmarks
| John Hancock Balanced Fund R4 | 20.45% |
| Federated Hermes MDT Balance R6 | 19.29% |
| PGIM Balanced Fund R | 21.65% |
| Calvert Balanced Fund R6 | 19.76% |
| State Street Balanced Index Fund K | -- |
Max Drawdown (5Y) Related Metrics
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:ERIFX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:ERIFX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |