EIRAX vs. GPIX

In the year-to-date period, EIRAX achieves a 2.65% return, which is significantly higher than GPIX's 0.77% return.

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EIRAX has a 0.93% expense ratio, which is higher than GPIX's 0.29% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Richard Bernstein All Asset Strategy Fund (EIRAX) and Goldman Sachs S&P 500 Core Premium Income ETF (GPIX). 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.

The current EIRAX Sharpe Ratio is 0.88, which is comparable to the GPIX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of EIRAX and GPIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EIRAX's dividend yield for the trailing twelve months is around 2.30%, less than GPIX's 8.51% yield.

The maximum EIRAX drawdown since its inception was -23.25%, which is greater than GPIX's maximum drawdown of -17.50%. Use the drawdown chart below to compare losses from any high point for EIRAX and GPIX.

The current volatility for Eaton Vance Richard Bernstein All Asset Strategy Fund (EIRAX) is 2.01%, while Goldman Sachs S&P 500 Core Premium Income ETF (GPIX) has a volatility of 4.16%. This indicates that EIRAX experiences smaller price fluctuations and is considered to be less risky than GPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.