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| Morningstar Return Rating: | Average | | Year to Date Return: | 43.07% | | 5-Year Average Return: | 2.78% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 31.41% | |
Worst 1-Yr Total Return (2008): | -52.84% | |
Best 3-Yr Total Return (2005-7): | 17.41% | |
Worst 3-Yr Total Return (2006-8): | -9.18% |
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| 1-Year: | -9.57% | | 3-Year: | -1.42% | | 5-Year: | 3.72% | | 10-Year: | 0.53% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EVGFX | Category | Diff | Index* | Diff | | Year To Date | 43.07 | 31.59 | 11.48 | 24.07 | 19 | | 1-Month | 6.74 | 4.49 | 2.25 | 6.00 | 0.74 | | 3-Month | 4.61 | 6.16 | -1.55 | 7.91 | -3.3 | | 1-Year | 47.26 | 35.24 | 12.02 | 25.39 | 21.87 | | 3-Year | -4.12 | -5.04 | 0.92 | -5.79 | 1.67 | | 5-Year | 2.78 | 1.47 | 1.31 | 0.71 | 2.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 59.21 | 48.99 | 10.22 | 45.76 | 13.45 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -30.57 | -20.53 | -10.04 | -18.25 | -12.32 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EVGFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -52.84 | -43.77 | -9.07 | | 2007 | | | 31.41 | 15.09 | 16.32 | | 2006 | | | 20.90 | 9.00 | 11.90 | | 2005 | | | 1.87 | 9.84 | -7.97 | | 2004 | | | 16.12 | 13.23 | 2.89 | | 2003 | | | 36.65 | 35.96 | 0.69 | | 2002 | | | -26.71 | -27.24 | 0.53 | | 2001 | | | -11.05 | -19.98 | 8.93 | | 2000 | | | -10.07 | -4.78 | -5.29 | | 1999 | | | 4.49 | 60.49 | -56.00 |
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| PAST QUARTERLY RETURNS (%) FOR
EVGFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.78 | 23.36 | 20.88 | N/A | | 2008 | -12.06 | 17.59 | -31.80 | -33.13 | | 2007 | 5.56 | 12.84 | 6.81 | 3.29 | | 2006 | 12.06 | -8.07 | 2.67 | 14.30 | | 2005 | -8.81 | 2.34 | 6.72 | 2.28 | | 2004 | 4.34 | 1.19 | -5.43 | 16.30 | | 2003 | -3.81 | 26.87 | 5.90 | 5.74 | | 2002 | -0.47 | -14.98 | -18.35 | 6.07 | | 2001 | -21.96 | 20.18 | -23.27 | 23.61 | | 2000 | -5.06 | -3.59 | 9.79 | -10.51 | | 1999 | N/A | N/A | N/A | 9.78 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 107 | 827 | 12.94 | | 1-Month | 325 | 881 | 36.89 | | 3-Month | 773 | 879 | 87.94 | | 6-Month | 310 | 862 | 35.96 | | 1-Year | 95 | 825 | 11.52 | | 3-Year | 265 | 734 | 36.10 | | 5-Year | 182 | 632 | 28.80 |
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0.11% Nasdaq 
0.01%
Performance
