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| Morningstar Return Rating: | Below average | | Year to Date Return: | 58.53% | | 5-Year Average Return: | 3.14% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.99% | |
Worst 1-Yr Total Return (2008): | -37.22% | |
Best 3-Yr Total Return (2004-6): | 8.29% | |
Worst 3-Yr Total Return (2006-8): | -11.13% |
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| 1-Year: | 3.73% | | 3-Year: | -0.83% | | 5-Year: | 2.94% | | 10-Year: | 3.30% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EVHIX | Category | Diff | Index* | Diff | | Year To Date | 58.53 | 42.53 | 16 | 7.61 | 50.92 | | 1-Month | 1.26 | 1.09 | 0.17 | 1.29 | -0.03 | | 3-Month | 8.85 | 7.76 | 1.09 | 2.86 | 5.99 | | 1-Year | 57.04 | 48.90 | 8.14 | 11.63 | 45.41 | | 3-Year | 0.41 | 2.47 | -2.06 | 6.40 | -5.99 | | 5-Year | 3.14 | 4.02 | -0.88 | 5.49 | -2.35 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.50 | 35.54 | 11.96 | 7.06 | 40.44 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.03 | 0.71 | -4.74 | 7.94 | -11.97 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EVHIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.22 | -26.41 | -10.81 | | 2007 | | | 0.72 | 1.47 | -0.75 | | 2006 | | | 10.99 | 10.14 | 0.85 | | 2005 | | | 3.28 | 2.59 | 0.69 | | 2004 | | | 10.80 | 9.99 | 0.81 | | 2003 | | | 30.12 | 24.36 | 5.76 | | 2002 | | | -1.92 | -1.52 | -0.40 | | 2001 | | | -1.93 | 2.39 | -4.32 | | 2000 | | | -14.04 | -7.12 | -6.92 | | 1999 | | | 10.99 | 5.05 | 5.94 |
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| PAST QUARTERLY RETURNS (%) FOR
EVHIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.16 | 26.11 | 15.64 | N/A | | 2008 | -4.81 | 3.06 | -9.59 | -29.22 | | 2007 | 2.51 | 0.61 | -1.04 | -1.31 | | 2006 | 3.18 | 0.82 | 2.82 | 3.76 | | 2005 | -0.89 | 1.46 | 2.22 | 0.47 | | 2004 | 2.00 | 0.23 | 2.81 | 5.41 | | 2003 | 5.84 | 10.37 | 3.85 | 7.26 | | 2002 | 0.12 | -4.56 | -2.49 | 5.26 | | 2001 | 3.26 | -4.50 | -6.84 | 6.76 | | 2000 | 1.42 | -1.75 | -2.83 | -11.22 | | 1999 | N/A | N/A | N/A | 4.46 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 32 | 543 | 5.89 | | 1-Month | 172 | 574 | 29.97 | | 3-Month | 45 | 571 | 7.88 | | 6-Month | 50 | 559 | 8.94 | | 1-Year | 24 | 543 | 4.42 | | 3-Year | 364 | 467 | 77.94 | | 5-Year | 293 | 403 | 72.70 |
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0.51% Nasdaq 
Performance
