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| Morningstar Return Rating: | Above average | | Year to Date Return: | 20.59% | | 5-Year Average Return: | 1.30% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.22% | |
Worst 1-Yr Total Return (2008): | -35.36% | |
Best 3-Yr Total Return (2004-6): | 12.15% | |
Worst 3-Yr Total Return (2006-8): | -7.20% |
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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 | EVSSX | Category | Diff | Index* | Diff | | Year To Date | 20.59 | 25.10 | -4.51 | 24.07 | -3.48 | | 1-Month | 5.47 | 5.28 | 0.19 | 6.00 | -0.53 | | 3-Month | 6.53 | 7.01 | -0.48 | 7.91 | -1.38 | | 1-Year | 23.37 | 28.01 | -4.64 | 25.39 | -2.02 | | 3-Year | -5.87 | -5.87 | 0 | -5.79 | -0.08 | | 5-Year | 1.30 | 0.64 | 0.66 | 0.71 | 0.59 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.27 | 46.08 | -3.81 | 45.76 | -3.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.85 | -17.41 | -0.44 | -18.25 | 0.4 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EVSSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.36 | -37.79 | 2.43 | | 2007 | | | 5.46 | 6.16 | -0.70 | | 2006 | | | 17.22 | 14.17 | 3.05 | | 2005 | | | 7.18 | 5.88 | 1.30 | | 2004 | | | 12.28 | 10.02 | 2.26 | | 2003 | | | 29.95 | 27.05 | 2.90 | | 2002 | | | -22.58 | -22.25 | -0.33 | | 2001 | | | -13.88 | -13.50 | -0.38 | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
EVSSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.22 | 14.49 | 14.87 | N/A | | 2008 | -9.76 | -1.69 | -8.08 | -20.73 | | 2007 | 1.48 | 6.25 | 0.45 | -2.63 | | 2006 | 4.77 | -1.53 | 6.15 | 7.04 | | 2005 | -0.57 | 1.52 | 4.64 | 1.47 | | 2004 | 2.89 | 1.00 | -1.52 | 9.72 | | 2003 | -2.59 | 16.10 | 2.93 | 11.63 | | 2002 | 0.56 | -13.32 | -16.37 | 6.21 | | 2001 | -13.31 | 5.57 | -13.99 | 9.40 | | 2000 | N/A | N/A | 1.00 | -8.34 | | 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 | 1576 | 2021 | 77.98 | | 1-Month | 1204 | 2113 | 56.98 | | 3-Month | 961 | 2091 | 45.96 | | 6-Month | 1052 | 2064 | 50.97 | | 1-Year | 1340 | 2011 | 66.63 | | 3-Year | 750 | 1707 | 43.94 | | 5-Year | 395 | 1360 | 29.04 |
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1.27% Nasdaq 
Performance
