EIRAX vs. E
Compare and contrast key facts about Eaton Vance Richard Bernstein All Asset Strategy Fund (EIRAX) and Eni S.p.A. (E).
EIRAX is managed by Eaton Vance. It was launched on Sep 29, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EIRAX or E.
Correlation
The correlation between EIRAX and E is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EIRAX vs. E - Performance Comparison
Key characteristics
EIRAX:
1.52
E:
-0.06
EIRAX:
2.16
E:
0.04
EIRAX:
1.28
E:
1.01
EIRAX:
0.73
E:
-0.06
EIRAX:
8.05
E:
-0.13
EIRAX:
1.24%
E:
7.95%
EIRAX:
6.60%
E:
17.63%
EIRAX:
-23.25%
E:
-66.24%
EIRAX:
-4.26%
E:
-8.91%
Returns By Period
In the year-to-date period, EIRAX achieves a 2.30% return, which is significantly lower than E's 6.80% return. Over the past 10 years, EIRAX has underperformed E with an annualized return of 2.68%, while E has yielded a comparatively higher 3.65% annualized return.
EIRAX
2.30%
1.24%
1.79%
10.24%
1.57%
2.68%
E
6.80%
0.93%
-5.81%
2.71%
8.18%
3.65%
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Risk-Adjusted Performance
EIRAX vs. E — Risk-Adjusted Performance Rank
EIRAX
E
EIRAX vs. E - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Richard Bernstein All Asset Strategy Fund (EIRAX) and Eni S.p.A. (E). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
EIRAX vs. E - Dividend Comparison
EIRAX's dividend yield for the trailing twelve months is around 2.30%, less than E's 7.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EIRAX Eaton Vance Richard Bernstein All Asset Strategy Fund | 2.30% | 2.36% | 2.58% | 1.09% | 1.14% | 0.76% | 1.58% | 0.82% | 1.29% | 0.73% | 1.59% | 0.65% |
E Eni S.p.A. | 7.20% | 7.69% | 5.74% | 6.39% | 5.79% | 5.91% | 6.11% | 5.15% | 5.38% | 5.57% | 7.15% | 8.58% |
Drawdowns
EIRAX vs. E - Drawdown Comparison
The maximum EIRAX drawdown since its inception was -23.25%, smaller than the maximum E drawdown of -66.24%. Use the drawdown chart below to compare losses from any high point for EIRAX and E. For additional features, visit the drawdowns tool.
Volatility
EIRAX vs. E - Volatility Comparison
The current volatility for Eaton Vance Richard Bernstein All Asset Strategy Fund (EIRAX) is 1.84%, while Eni S.p.A. (E) has a volatility of 4.47%. This indicates that EIRAX experiences smaller price fluctuations and is considered to be less risky than E based on this measure. The chart below showcases a comparison of their rolling one-month volatility.