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| Morningstar Return Rating: | | | Year to Date Return: | 42.16% | | 5-Year Average Return: | 0.77% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -47.79% | |
Worst 1-Yr Total Return (2008): | -47.79% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -6.85% | | 3-Year: | -5.76% | | 5-Year: | 1.39% | | 10-Year: | 4.84% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EVRCX | Category | Diff | Index* | Diff | | Year To Date | 42.16 | 21.73 | 20.43 | 24.07 | 18.09 | | 1-Month | 5.80 | 5.16 | 0.64 | 6.00 | -0.2 | | 3-Month | 11.44 | 6.45 | 4.99 | 7.91 | 3.53 | | 1-Year | 47.24 | 24.67 | 22.57 | 25.39 | 21.85 | | 3-Year | -6.45 | -7.33 | 0.88 | -5.79 | -0.66 | | 5-Year | 0.77 | 0.27 | 0.5 | 0.71 | 0.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 63.14 | 47.53 | 15.61 | 45.76 | 17.38 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -27.45 | -16.99 | -10.46 | -18.25 | -9.2 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EVRCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.79 | -37.09 | -10.70 | | 2007 | | | N/A | 1.42 | N/A | | 2006 | | | N/A | 18.15 | N/A | | 2005 | | | N/A | 5.95 | N/A | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
EVRCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.10 | 25.30 | 20.23 | N/A | | 2008 | -8.16 | 8.50 | -24.58 | -30.53 | | 2007 | N/A | N/A | N/A | -1.56 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 38 | 1293 | 2.94 | | 1-Month | 1190 | 1338 | 88.94 | | 3-Month | 199 | 1329 | 14.97 | | 6-Month | 145 | 1320 | 10.98 | | 1-Year | 33 | 1280 | 2.58 | | 3-Year | | 1088 | N/A | | 5-Year | | 917 | N/A |
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0.51% Nasdaq 
Performance
