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| Morningstar Return Rating: | Low | | Year to Date Return: | 23.71% | | 5-Year Average Return: | 1.29% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 6.78% | |
Worst 1-Yr Total Return (2008): | -20.60% | |
Best 3-Yr Total Return (2004-6): | 4.54% | |
Worst 3-Yr Total Return (2006-8): | -6.44% |
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| 1-Year: | 9.97% | | 3-Year: | -0.83% | | 5-Year: | 1.85% | | 10-Year: | 3.94% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EVMAX | Category | Diff | Index* | Diff | | Year To Date | 23.71 | 15.98 | 7.73 | 12.53 | 11.18 | | 1-Month | -0.83 | 0.62 | -1.45 | 0.83 | -1.66 | | 3-Month | 2.17 | 2.61 | -0.44 | 2.25 | -0.08 | | 1-Year | 20.97 | 15.34 | 5.63 | 14.17 | 6.8 | | 3-Year | -1.96 | 2.57 | -4.53 | 4.17 | -6.13 | | 5-Year | 1.29 | 3.56 | -2.27 | 4.50 | -3.21 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 17.58 | 11.57 | 6.01 | 9.40 | 8.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.14 | 3.32 | -4.46 | 5.67 | -6.81 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EVMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -20.60 | -7.31 | -13.29 | | 2007 | | | -3.40 | 1.82 | -5.22 | | 2006 | | | 6.78 | 4.08 | 2.70 | | 2005 | | | 3.55 | 2.60 | 0.95 | | 2004 | | | 3.32 | 3.41 | -0.09 | | 2003 | | | 4.98 | 4.58 | 0.40 | | 2002 | | | 8.40 | 8.53 | -0.13 | | 2001 | | | 3.76 | 4.24 | -0.48 | | 2000 | | | 12.34 | 11.06 | 1.28 | | 1999 | | | -6.79 | -4.00 | -2.79 |
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| PAST QUARTERLY RETURNS (%) FOR
EVMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 8.75 | 6.36 | 12.14 | N/A | | 2008 | -5.16 | 3.02 | -8.32 | -11.37 | | 2007 | 0.15 | -1.69 | -0.14 | -1.75 | | 2006 | 1.24 | -0.73 | 4.54 | 1.63 | | 2005 | 0.52 | 2.94 | -0.55 | 0.63 | | 2004 | 1.14 | -2.65 | 3.61 | 1.28 | | 2003 | 1.14 | 1.88 | -0.13 | 2.01 | | 2002 | 0.45 | 3.36 | 4.89 | -0.47 | | 2001 | 1.78 | 0.41 | 2.74 | -1.17 | | 2000 | 3.00 | 0.77 | 2.54 | 5.56 | | 1999 | N/A | N/A | N/A | -2.34 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 8 | 77 | 10.39 | | 1-Month | 4 | 78 | 5.13 | | 3-Month | 74 | 78 | 94.87 | | 6-Month | 12 | 77 | 15.58 | | 1-Year | 6 | 77 | 7.79 | | 3-Year | 56 | 75 | 74.67 | | 5-Year | 55 | 70 | 78.57 |
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0.03% Nasdaq 0.00%
Performance
