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| Morningstar Return Rating: | Above average | | Year to Date Return: | 6.45% | | 5-Year Average Return: | 5.64% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 7.37% | |
Worst 1-Yr Total Return (2004): | 1.94% | |
Best 3-Yr Total Return (2006-8): | 6.21% | |
Worst 3-Yr Total Return (2004-6): | 2.81% |
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| 1-Year: | 4.24% | | 3-Year: | 5.08% | | 5-Year: | 4.23% | | 10-Year: | 4.82% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EVGOX | Category | Diff | Index* | Diff | | Year To Date | 6.45 | 4.17 | 2.28 | 7.61 | -1.16 | | 1-Month | 1.04 | 0.70 | 0.34 | 1.29 | -0.25 | | 3-Month | 2.10 | 1.51 | 0.59 | 2.86 | -0.76 | | 1-Year | 8.77 | 5.67 | 3.1 | 11.63 | -2.86 | | 3-Year | 6.94 | 5.00 | 1.94 | 6.40 | 0.54 | | 5-Year | 5.64 | 4.03 | 1.61 | 5.49 | 0.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.42 | 3.01 | 1.41 | 7.06 | -2.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.86 | 5.22 | 3.64 | 7.94 | 0.92 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EVGOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 7.37 | 4.80 | 2.57 | | 2007 | | | 7.24 | 5.87 | 1.37 | | 2006 | | | 4.06 | 3.67 | 0.39 | | 2005 | | | 2.43 | 1.26 | 1.17 | | 2004 | | | 1.94 | 1.46 | 0.48 | | 2003 | | | -0.35 | 1.45 | -1.80 | | 2002 | | | 7.83 | 6.85 | 0.98 | | 2001 | | | 9.06 | 7.26 | 1.80 | | 2000 | | | 8.97 | 8.30 | 0.67 | | 1999 | | | 0.62 | 1.49 | -0.87 |
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| PAST QUARTERLY RETURNS (%) FOR
EVGOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.25 | 0.49 | 2.12 | N/A | | 2008 | 2.16 | -0.72 | 1.50 | 4.29 | | 2007 | 1.50 | -0.03 | 2.39 | 3.22 | | 2006 | 0.37 | 0.14 | 2.69 | 0.82 | | 2005 | 0.27 | 1.81 | -0.24 | 0.59 | | 2004 | 1.33 | -1.06 | 1.38 | 0.29 | | 2003 | 0.16 | 0.91 | -0.92 | -0.51 | | 2002 | -0.20 | 3.32 | 3.61 | 0.93 | | 2001 | 2.99 | 1.28 | 4.73 | -0.17 | | 2000 | 0.93 | 1.84 | 2.69 | 3.23 | | 1999 | N/A | N/A | N/A | 0.31 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 33 | 158 | 20.89 | | 1-Month | 14 | 162 | 8.64 | | 3-Month | 22 | 162 | 13.58 | | 6-Month | 35 | 161 | 21.74 | | 1-Year | 22 | 156 | 14.10 | | 3-Year | 3 | 149 | 2.01 | | 5-Year | 1 | 144 | 0.69 |
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0.26% Nasdaq 0.00%
0.01 (0.13%) 
Performance
