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| Morningstar Return Rating: | Average | | Year to Date Return: | 53.09% | | 5-Year Average Return: | 5.02% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.29% | |
Worst 1-Yr Total Return (2008): | -30.31% | |
Best 3-Yr Total Return (2004-6): | 8.48% | |
Worst 3-Yr Total Return (2006-8): | -7.44% |
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| 1-Year: | 7.78% | | 3-Year: | 1.39% | | 5-Year: | 4.05% | | 10-Year: | 4.75% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EVIBX | Category | Diff | Index* | Diff | | Year To Date | 53.09 | 42.53 | 10.56 | 7.61 | 45.48 | | 1-Month | 1.32 | 1.09 | 0.23 | 1.29 | 0.03 | | 3-Month | 8.33 | 7.76 | 0.57 | 2.86 | 5.47 | | 1-Year | 57.06 | 48.90 | 8.16 | 11.63 | 45.43 | | 3-Year | 3.26 | 2.47 | 0.79 | 6.40 | -3.14 | | 5-Year | 5.02 | 4.02 | 1 | 5.49 | -0.47 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.10 | 35.54 | 6.56 | 7.06 | 35.04 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.44 | 0.71 | 0.73 | 7.94 | -6.5 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EVIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.31 | -26.41 | -3.90 | | 2007 | | | 2.25 | 1.47 | 0.78 | | 2006 | | | 11.29 | 10.14 | 1.15 | | 2005 | | | 3.61 | 2.59 | 1.02 | | 2004 | | | 10.71 | 9.99 | 0.72 | | 2003 | | | 29.38 | 24.36 | 5.02 | | 2002 | | | -0.41 | -1.52 | 1.11 | | 2001 | | | -0.14 | 2.39 | -2.53 | | 2000 | | | -7.62 | -7.12 | -0.50 | | 1999 | | | 12.19 | 5.05 | 7.14 |
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| PAST QUARTERLY RETURNS (%) FOR
EVIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.77 | 22.94 | 13.78 | N/A | | 2008 | -3.84 | 2.79 | -7.80 | -23.52 | | 2007 | 2.58 | 1.04 | -0.54 | -0.82 | | 2006 | 3.30 | 0.92 | 2.86 | 3.77 | | 2005 | -1.07 | 1.79 | 2.07 | 0.81 | | 2004 | 1.77 | 0.23 | 3.05 | 5.32 | | 2003 | 6.00 | 9.72 | 3.64 | 7.34 | | 2002 | 0.76 | -3.46 | -2.46 | 4.96 | | 2001 | 3.21 | -4.08 | -5.89 | 7.17 | | 2000 | 2.69 | -0.18 | -1.87 | -8.16 | | 1999 | N/A | N/A | N/A | 4.41 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 59 | 543 | 10.87 | | 1-Month | 183 | 574 | 31.88 | | 3-Month | 114 | 571 | 19.96 | | 6-Month | 117 | 559 | 20.93 | | 1-Year | 68 | 543 | 12.52 | | 3-Year | 190 | 467 | 40.69 | | 5-Year | 89 | 403 | 22.08 |
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0.02% Nasdaq 
0.20%
Performance
