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| Morningstar Return Rating: | Below average | | Year to Date Return: | 20.71% | | 5-Year Average Return: | 1.31% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.16% | |
Worst 1-Yr Total Return (2008): | -35.36% | |
Best 3-Yr Total Return (2004-6): | 12.10% | |
Worst 3-Yr Total Return (2006-8): | -7.22% |
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| 1-Year: | -11.85% | | 3-Year: | -6.73% | | 5-Year: | 0.88% | | 10-Year: | -0.48% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EVSAX | Category | Diff | Index* | Diff | | Year To Date | 20.71 | 25.10 | -4.39 | 24.07 | -3.36 | | 1-Month | 5.47 | 5.28 | 0.19 | 6.00 | -0.53 | | 3-Month | 6.62 | 7.01 | -0.39 | 7.91 | -1.29 | | 1-Year | 23.37 | 28.01 | -4.64 | 25.39 | -2.02 | | 3-Year | -5.84 | -5.87 | 0.03 | -5.79 | -0.05 | | 5-Year | 1.31 | 0.64 | 0.67 | 0.71 | 0.6 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.14 | 46.08 | -3.94 | 45.76 | -3.62 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.93 | -17.41 | -0.52 | -18.25 | 0.32 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EVSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.36 | -37.79 | 2.43 | | 2007 | | | 5.44 | 6.16 | -0.72 | | 2006 | | | 17.16 | 14.17 | 2.99 | | 2005 | | | 7.15 | 5.88 | 1.27 | | 2004 | | | 12.22 | 10.02 | 2.20 | | 2003 | | | 29.84 | 27.05 | 2.79 | | 2002 | | | -22.50 | -22.25 | -0.25 | | 2001 | | | -13.88 | -13.50 | -0.38 | | 2000 | | | -8.08 | -6.31 | -1.77 | | 1999 | | | 19.73 | 20.16 | -0.43 |
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| PAST QUARTERLY RETURNS (%) FOR
EVSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.23 | 14.51 | 14.89 | N/A | | 2008 | -9.73 | -1.70 | -8.08 | -20.75 | | 2007 | 1.48 | 6.24 | 0.50 | -2.69 | | 2006 | 4.71 | -1.47 | 6.09 | 7.04 | | 2005 | -0.58 | 1.52 | 4.56 | 1.53 | | 2004 | 2.87 | 0.99 | -1.61 | 9.79 | | 2003 | -2.68 | 16.18 | 2.83 | 11.68 | | 2002 | 0.63 | -13.31 | -16.44 | 6.31 | | 2001 | -13.31 | 5.57 | -13.99 | 9.40 | | 2000 | 1.99 | -2.68 | 1.00 | -8.31 | | 1999 | N/A | N/A | N/A | 12.03 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1576 | 2021 | 77.98 | | 1-Month | 1204 | 2113 | 56.98 | | 3-Month | 961 | 2091 | 45.96 | | 6-Month | 1011 | 2064 | 48.98 | | 1-Year | 1346 | 2011 | 66.93 | | 3-Year | 751 | 1707 | 44.00 | | 5-Year | 398 | 1360 | 29.26 |
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0.20% Nasdaq 
Performance
