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| Morningstar Return Rating: | Above average | | Year to Date Return: | 28.27% | | 5-Year Average Return: | 2.42% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 8.40% | |
Worst 1-Yr Total Return (2008): | -22.88% | |
Best 3-Yr Total Return (2004-6): | 6.19% | |
Worst 3-Yr Total Return (2006-8): | -6.23% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EVMBX | Category | Diff | Index* | Diff | | Year To Date | 28.27 | 16.31 | 11.96 | 12.53 | 15.74 | | 1-Month | -0.74 | 0.26 | -1 | 0.83 | -1.57 | | 3-Month | 1.90 | 2.55 | -0.65 | 2.25 | -0.35 | | 1-Year | 25.05 | 15.77 | 9.28 | 14.17 | 10.88 | | 3-Year | -0.97 | 1.94 | -2.91 | 4.17 | -5.14 | | 5-Year | 2.42 | 3.07 | -0.65 | 4.50 | -2.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 20.11 | 12.70 | 7.41 | 9.40 | 10.71 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.60 | 2.46 | -3.06 | 5.67 | -6.27 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EVMBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -22.88 | -9.45 | -13.43 | | 2007 | | | -1.38 | 1.27 | -2.65 | | 2006 | | | 8.40 | 4.57 | 3.83 | | 2005 | | | 5.38 | 3.10 | 2.28 | | 2004 | | | 4.82 | 3.77 | 1.05 | | 2003 | | | 7.38 | 4.90 | 2.48 | | 2002 | | | 9.84 | 8.45 | 1.39 | | 2001 | | | 5.14 | 3.92 | 1.22 | | 2000 | | | 15.63 | 11.24 | 4.39 | | 1999 | | | -8.69 | -4.70 | -3.99 |
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| PAST QUARTERLY RETURNS (%) FOR
EVMBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 10.41 | 7.78 | 13.94 | N/A | | 2008 | -5.20 | 3.30 | -9.62 | -12.87 | | 2007 | 0.61 | -1.39 | 0.37 | -0.96 | | 2006 | 1.61 | -0.37 | 4.94 | 2.02 | | 2005 | 0.92 | 2.61 | 0.67 | 1.09 | | 2004 | 1.04 | -1.88 | 3.68 | 1.99 | | 2003 | 0.65 | 2.58 | 1.28 | 2.69 | | 2002 | 1.34 | 3.15 | 5.73 | -0.61 | | 2001 | 1.65 | 0.59 | 4.03 | -1.16 | | 2000 | 4.62 | 0.74 | 3.33 | 6.18 | | 1999 | N/A | N/A | N/A | -3.06 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 10 | 271 | 3.69 | | 1-Month | 8 | 273 | 2.93 | | 3-Month | 155 | 273 | 56.78 | | 6-Month | 76 | 272 | 27.94 | | 1-Year | 5 | 269 | 1.86 | | 3-Year | 177 | 255 | 69.41 | | 5-Year | 121 | 232 | 52.16 |
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