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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.86% | | 5-Year Average Return: | 1.63% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 5.62% | |
Worst 1-Yr Total Return (2008): | -19.27% | |
Best 3-Yr Total Return (2004-6): | 4.35% | |
Worst 3-Yr Total Return (2006-8): | -5.50% |
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| 1-Year: | 8.01% | | 3-Year: | -0.34% | | 5-Year: | 2.12% | | 10-Year: | 4.20% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EVCAX | Category | Diff | Index* | Diff | | Year To Date | 22.86 | 16.73 | 6.13 | 11.61 | 11.25 | | 1-Month | -3.16 | -2.81 | -0.35 | -2.10 | -1.06 | | 3-Month | 7.14 | 6.10 | 1.04 | 3.15 | 3.99 | | 1-Year | 14.02 | 13.66 | 0.36 | 13.60 | 0.42 | | 3-Year | -0.46 | 1.59 | -2.05 | 4.17 | -4.63 | | 5-Year | 1.63 | 2.76 | -1.13 | 4.15 | -2.52 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 14.93 | 13.15 | 1.78 | 9.40 | 5.53 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -2.82 | 0.71 | -3.53 | 5.67 | -8.49 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EVCAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -19.27 | -11.05 | -8.22 | | 2007 | | | -1.02 | 0.71 | -1.73 | | 2006 | | | 5.62 | 4.58 | 1.04 | | 2005 | | | 4.24 | 3.93 | 0.31 | | 2004 | | | 3.20 | 4.37 | -1.17 | | 2003 | | | 5.14 | 4.27 | 0.87 | | 2002 | | | 8.73 | 8.03 | 0.70 | | 2001 | | | 3.13 | 3.84 | -0.71 | | 2000 | | | 14.14 | 12.79 | 1.35 | | 1999 | | | -6.70 | -4.60 | -2.10 |
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| PAST QUARTERLY RETURNS (%) FOR
EVCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 8.23 | 4.70 | 11.97 | N/A | | 2008 | -4.21 | 2.23 | -7.44 | -10.92 | | 2007 | 0.56 | -1.14 | 0.17 | -0.60 | | 2006 | 1.33 | -0.58 | 3.64 | 1.15 | | 2005 | 0.19 | 2.99 | -0.04 | 1.06 | | 2004 | 0.66 | -1.99 | 3.42 | 1.15 | | 2003 | 1.10 | 2.41 | -0.47 | 2.03 | | 2002 | -0.14 | 3.60 | 6.45 | -1.27 | | 2001 | 1.15 | -0.59 | 4.27 | -1.65 | | 2000 | 2.83 | 1.54 | 3.18 | 5.94 | | 1999 | N/A | N/A | N/A | -2.63 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 19 | 164 | 11.59 | | 1-Month | 150 | 164 | 91.46 | | 3-Month | 50 | 164 | 30.49 | | 6-Month | 34 | 164 | 20.73 | | 1-Year | 35 | 163 | 21.47 | | 3-Year | 107 | 152 | 70.39 | | 5-Year | 99 | 141 | 70.21 |
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