ERBIX
Eaton Vance Richard Bernstein Equity Strategy Fund Cl I
1W: -1.4%
1M: -0.6%
3M: -0.2%
YTD: +10.6%
1Y: -2.1%
3Y: +40.9%
5Y: +31.2%
$20.44
+0.19 (+0.94%)
Weekly Expected Move ±1.7%
$20
$20
$20
$21
$21
Oct Typical
☀️
Sunny
+5.4% YTD avg
Midterm Year
⛈️
Stormy
-6.0% YTD avg
2026 Now
☀️
Sunny
Above typical
20yr Avg YTD
+5.4%
Day 189 of 252
Midterm Year YTD
-6.0%
Presidential cycle avg
2026 YTD
+10.6%
Above 20yr avg
Typical Vol
14%
Annualized
Monthly Weather Forecast
Jan
20yr
☀️
+1.6%
Midterm
☁️
+0.7%
56% win
13% vol
Feb
20yr
⛅
+2.3%
Midterm
☁️
-0.3%
62% win
14% vol
Mar
20yr
☁️
+2.8%
Midterm
🌧️
-1.4%
62% win
24% vol
Apr
20yr
☀️
+3.8%
Midterm
🌧️
-3.4%
75% win
18% vol
May
20yr
⛅
+4.2%
Midterm
🌧️
-2.2%
75% win
13% vol
Jun
20yr
☁️
+5.1%
Midterm
🌧️
-3.5%
62% win
16% vol
Jul
20yr
☀️
+6.5%
Midterm
🌧️
-2.8%
75% win
12% vol
Aug
20yr
☁️
+6.4%
Midterm
🌧️
-2.3%
62% win
16% vol
Sep
20yr
🌧️
+5.4%
Midterm
⛈️
-6.2%
50% win
14% vol
Oct
20yr
⛅
+6.5%
Midterm
⛈️
-8.8%
53% win
14% vol
Now:
-0.1%
Nov
20yr
☀️
+9.0%
Midterm
🌧️
-3.8%
81% win
15% vol
Dec
20yr
☁️
-0.0%
Midterm
🌧️
-1.2%
62% win
19% vol
Seasonality (20yr)
Updated: 2026-10-02
YTD: +10.6%