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| Morningstar Return Rating: | Below average | | Year to Date Return: | 61.49% | | 5-Year Average Return: | 7.15% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 47.30% | |
Worst 1-Yr Total Return (2008): | -65.94% | |
Best 3-Yr Total Return (2005-7): | 32.74% | |
Worst 3-Yr Total Return (2006-8): | -16.41% |
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| 1-Year: | 20.45% | | 3-Year: | -10.16% | | 5-Year: | 5.96% | | 10-Year: | 11.05% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EVASX | Category | Diff | Index* | Diff | | Year To Date | 61.49 | 56.85 | 4.64 | 27.36 | 34.13 | | 1-Month | -0.07 | -0.01 | -0.06 | -1.25 | 1.18 | | 3-Month | 2.25 | 3.46 | -1.21 | 8.10 | -5.85 | | 1-Year | 70.64 | 67.45 | 3.19 | 27.71 | 42.93 | | 3-Year | -10.20 | 8.60 | -18.8 | -5.22 | -4.98 | | 5-Year | 7.15 | 15.34 | -8.19 | 5.10 | 2.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 77.78 | 75.47 | 2.31 | 59.35 | 18.43 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -3.82 | 2.18 | -6 | -14.95 | 11.13 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EVASX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -65.94 | -53.50 | -12.44 | | 2007 | | | 16.41 | 47.53 | -31.12 | | 2006 | | | 47.30 | 45.36 | 1.94 | | 2005 | | | 36.39 | 21.30 | 15.09 | | 2004 | | | 0.17 | 13.21 | -13.04 | | 2003 | | | 85.28 | 53.64 | 31.64 | | 2002 | | | 0.15 | -8.76 | 8.91 | | 2001 | | | 7.03 | -2.63 | 9.66 | | 2000 | | | -26.49 | -25.36 | -1.13 | | 1999 | | | N/A | 73.61 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
EVASX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.66 | 41.96 | 16.95 | N/A | | 2008 | -25.92 | -5.61 | -38.40 | -20.92 | | 2007 | 9.73 | 11.53 | -1.31 | -3.61 | | 2006 | 21.62 | -4.56 | 5.68 | 20.07 | | 2005 | 6.50 | 5.56 | 12.17 | 8.15 | | 2004 | -1.59 | -9.96 | 2.70 | 10.06 | | 2003 | -3.68 | 26.34 | 27.27 | 19.64 | | 2002 | 19.39 | -1.52 | -11.60 | -3.64 | | 2001 | -5.35 | 6.23 | -9.19 | 17.23 | | 2000 | 14.77 | -16.13 | -13.18 | -12.03 | | 1999 | N/A | N/A | N/A | 60.69 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 59 | 160 | 36.88 | | 1-Month | 147 | 171 | 85.96 | | 3-Month | 131 | 171 | 76.61 | | 6-Month | 57 | 164 | 34.76 | | 1-Year | 52 | 148 | 35.14 | | 3-Year | 86 | 106 | 81.13 | | 5-Year | 63 | 79 | 79.75 |
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0.22% Nasdaq 
Performance
