|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 40.15% | | 5-Year Average Return: | -0.43% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 9.76% | |
Worst 1-Yr Total Return (2008): | -37.54% | |
Best 3-Yr Total Return (2004-6): | 6.81% | |
Worst 3-Yr Total Return (2006-8): | -13.47% |
|
| 1-Year: | 0.46% | | 3-Year: | -5.26% | | 5-Year: | 0.55% | | 10-Year: | 2.65% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EVHYX | Category | Diff | Index* | Diff | | Year To Date | 40.15 | 29.02 | 11.13 | 12.53 | 27.62 | | 1-Month | -0.71 | -0.32 | -0.39 | 0.83 | -1.54 | | 3-Month | 5.64 | 5.60 | 0.04 | 2.25 | 3.39 | | 1-Year | 24.30 | 19.35 | 4.95 | 14.17 | 10.13 | | 3-Year | -6.17 | -2.41 | -3.76 | 4.17 | -10.34 | | 5-Year | -0.43 | 1.50 | -1.93 | 4.50 | -4.93 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 26.89 | 22.91 | 3.98 | 9.40 | 17.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.67 | -6.58 | -6.09 | 5.67 | -18.34 |
|
| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EVHYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.54 | -25.27 | -12.27 | | 2007 | | | -5.51 | -3.31 | -2.20 | | 2006 | | | 9.76 | 7.14 | 2.62 | | 2005 | | | 6.21 | 6.35 | -0.14 | | 2004 | | | 4.54 | 6.57 | -2.03 | | 2003 | | | 9.41 | 7.01 | 2.40 | | 2002 | | | 8.19 | 6.29 | 1.90 | | 2001 | | | 4.00 | 5.41 | -1.41 | | 2000 | | | 4.04 | 5.54 | -1.50 | | 1999 | | | -7.07 | -3.71 | -3.36 |
|
| PAST QUARTERLY RETURNS (%) FOR
EVHYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 11.76 | 12.25 | 16.62 | N/A | | 2008 | -5.55 | 0.65 | -8.81 | -27.95 | | 2007 | 0.56 | -0.93 | -1.88 | -3.33 | | 2006 | 3.04 | 0.49 | 3.91 | 2.00 | | 2005 | 1.13 | 2.73 | 0.88 | 1.33 | | 2004 | 1.44 | -2.70 | 2.10 | 3.74 | | 2003 | -1.23 | 5.70 | 2.26 | 2.48 | | 2002 | 0.85 | 2.66 | 3.79 | 0.69 | | 2001 | 2.25 | 0.68 | 1.64 | -0.60 | | 2000 | 0.55 | -0.41 | 2.63 | 1.23 | | 1999 | N/A | N/A | N/A | -3.65 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 7 | 151 | 4.64 | | 1-Month | 7 | 153 | 4.58 | | 3-Month | 55 | 153 | 35.95 | | 6-Month | 86 | 151 | 56.95 | | 1-Year | 5 | 149 | 3.36 | | 3-Year | 82 | 130 | 63.08 | | 5-Year | 66 | 108 | 61.11 |
|
|
|
|
|