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| Morningstar Return Rating: | Average | | Year to Date Return: | 21.35% | | 5-Year Average Return: | 4.04% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 16.10% | |
Worst 1-Yr Total Return (2008): | -30.27% | |
Best 3-Yr Total Return (2005-7): | 11.87% | |
Worst 3-Yr Total Return (2006-8): | -2.51% |
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| 1-Year: | -5.48% | | 3-Year: | -0.80% | | 5-Year: | 3.51% | | 10-Year: | 2.61% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EVIFX | Category | Diff | Index* | Diff | | Year To Date | 21.35 | 22.21 | -0.86 | N/A | N/A | | 1-Month | 4.75 | 3.58 | 1.17 | N/A | N/A | | 3-Month | 5.36 | 5.74 | -0.38 | N/A | N/A | | 1-Year | 24.96 | 26.14 | -1.18 | N/A | N/A | | 3-Year | -0.62 | -2.18 | 1.56 | N/A | N/A | | 5-Year | 4.04 | 2.20 | 1.84 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.51 | 33.99 | -1.48 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.48 | -9.13 | -5.35 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EVIFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.27 | -28.00 | -2.27 | | 2007 | | | 16.10 | 5.99 | 10.11 | | 2006 | | | 14.47 | 11.29 | 3.18 | | 2005 | | | 5.35 | 5.13 | 0.22 | | 2004 | | | 11.57 | 8.86 | 2.71 | | 2003 | | | 22.05 | 20.35 | 1.70 | | 2002 | | | -14.70 | -12.02 | -2.68 | | 2001 | | | -2.37 | -5.05 | 2.68 | | 2000 | | | -0.10 | 1.82 | -1.92 | | 1999 | | | 1.45 | 10.71 | -9.26 |
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| PAST QUARTERLY RETURNS (%) FOR
EVIFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.10 | 10.98 | 14.09 | N/A | | 2008 | -6.34 | 5.25 | -16.14 | -15.65 | | 2007 | 3.36 | 6.15 | 3.97 | 1.77 | | 2006 | 5.74 | -2.73 | 3.42 | 7.61 | | 2005 | -2.50 | 2.24 | 4.12 | 1.51 | | 2004 | 3.23 | -0.23 | -0.24 | 8.60 | | 2003 | -1.80 | 16.17 | 3.18 | 3.69 | | 2002 | 0.53 | -9.40 | -10.28 | 4.38 | | 2001 | -12.04 | 12.38 | -14.59 | 15.63 | | 2000 | 0.71 | -1.14 | 6.03 | -5.37 | | 1999 | N/A | N/A | N/A | 4.45 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 722 | 1184 | 60.98 | | 1-Month | 246 | 1233 | 19.95 | | 3-Month | 1093 | 1229 | 88.93 | | 6-Month | 543 | 1208 | 44.95 | | 1-Year | 604 | 1183 | 51.06 | | 3-Year | 181 | 932 | 19.42 | | 5-Year | 81 | 784 | 10.33 |
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