EVIFX vs. VRT

Last updated Apr 1, 2026

Compare and contrast key facts about Eaton Vance Balanced Fund (EVIFX) and Vertiv Holdings Co. (VRT).

EVIFX is managed by Eaton Vance. It was launched on Apr 1, 1932.

Performance

EVIFX vs. VRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eaton Vance Balanced Fund (EVIFX) and Vertiv Holdings Co. (VRT). The values are adjusted to include any dividend payments, if applicable.

EVIFX vs. VRT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
EVIFX Eaton Vance Balanced Fund	-5.99%	11.01%	19.05%	16.05%	-15.61%	13.97%	14.22%	26.25%	-6.28%
VRT Vertiv Holdings Co.	54.71%	42.80%	136.82%	251.81%	-45.25%	33.80%	69.36%	12.55%	-0.51%

Returns By Period

In the year-to-date period, EVIFX achieves a -5.99% return, which is significantly lower than VRT's 54.71% return.

EVIFX

• 1D: 0.09%
• 1M: -5.91%
• YTD: -5.99%
• 6M: -4.49%
• 1Y: 6.82%
• 3Y*: 11.30%
• 5Y*: 6.38%
• 10Y*: 8.45%

VRT

• 1D: 6.98%
• 1M: -1.67%
• YTD: 54.71%
• 6M: 66.20%
• 1Y: 247.49%
• 3Y*: 159.97%
• 5Y*: 64.32%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

EVIFX vs. VRT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EVIFX

EVIFX Risk / Return Rank: 27
EVIFX Sharpe Ratio Rank: 27
EVIFX Sortino Ratio Rank: 26
EVIFX Omega Ratio Rank: 26
EVIFX Calmar Ratio Rank: 27
EVIFX Martin Ratio Rank: 29

VRT

VRT Risk / Return Rank: 98
VRT Sharpe Ratio Rank: 99
VRT Sortino Ratio Rank: 97
VRT Omega Ratio Rank: 95
VRT Calmar Ratio Rank: 98
VRT Martin Ratio Rank: 98

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EVIFX vs. VRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Balanced Fund (EVIFX) and Vertiv Holdings Co. (VRT). 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.

	EVIFX	VRT	Difference
Sharpe ratio Return per unit of total volatility	0.64	3.97	-3.33
Sortino ratio Return per unit of downside risk	0.97	3.91	-2.95
Omega ratio Gain probability vs. loss probability	1.14	1.52	-0.38
Calmar ratio Return relative to maximum drawdown	0.77	9.60	-8.83
Martin ratio Return relative to average drawdown	3.17	27.88	-24.70
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EVIFX vs. VRT - Sharpe Ratio Comparison

The current EVIFX Sharpe Ratio is 0.64, which is lower than the VRT Sharpe Ratio of 3.97. The chart below compares the historical Sharpe Ratios of EVIFX and VRT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	EVIFX	VRT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.64	3.97	-3.33
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.53	1.06	-0.53
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.73	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.48	0.97	-0.49

Correlation

The correlation between EVIFX and VRT is 0.50, 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.

Dividends

EVIFX vs. VRT - Dividend Comparison

EVIFX's dividend yield for the trailing twelve months is around 5.46%, more than VRT's 0.08% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EVIFX Eaton Vance Balanced Fund	5.46%	5.13%	5.48%	2.01%	5.77%	8.22%	2.71%	5.84%	6.50%	4.68%	1.84%	6.07%
VRT Vertiv Holdings Co.	0.08%	0.11%	0.10%	0.05%	0.07%	0.04%	0.05%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

EVIFX vs. VRT - Drawdown Comparison

The maximum EVIFX drawdown since its inception was -42.70%, smaller than the maximum VRT drawdown of -71.24%. Use the drawdown chart below to compare losses from any high point for EVIFX and VRT.

Drawdown Indicators

	EVIFX	VRT	Difference
Max Drawdown Largest peak-to-trough decline	-42.70%	-71.24%	+28.54%
Max Drawdown (1Y) Largest decline over 1 year	-7.76%	-24.78%	+17.02%
Max Drawdown (5Y) Largest decline over 5 years	-24.94%	-71.24%	+46.30%
Max Drawdown (10Y) Largest decline over 10 years	-24.94%	—	—
Current Drawdown Current decline from peak	-7.18%	-9.26%	+2.08%
Average Drawdown Average peak-to-trough decline	-6.24%	-16.47%	+10.23%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.89%	8.53%	-6.64%

Volatility

EVIFX vs. VRT - Volatility Comparison

The current volatility for Eaton Vance Balanced Fund (EVIFX) is 3.31%, while Vertiv Holdings Co. (VRT) has a volatility of 20.14%. This indicates that EVIFX experiences smaller price fluctuations and is considered to be less risky than VRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EVIFX	VRT	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.31%	20.14%	-16.83%
Volatility (6M) Calculated over the trailing 6-month period	6.30%	45.36%	-39.06%
Volatility (1Y) Calculated over the trailing 1-year period	11.39%	62.91%	-51.52%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.04%	61.08%	-49.04%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.59%	54.59%	-43.00%