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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.92% | | 5-Year Average Return: | 1.56% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.45% | |
Worst 1-Yr Total Return (2008): | -35.19% | |
Best 3-Yr Total Return (2004-6): | 12.43% | |
Worst 3-Yr Total Return (2006-8): | -6.97% |
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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 | EVSYX | Category | Diff | Index* | Diff | | Year To Date | 20.92 | 25.10 | -4.18 | 24.07 | -3.15 | | 1-Month | 5.53 | 5.28 | 0.25 | 6.00 | -0.47 | | 3-Month | 6.65 | 7.01 | -0.36 | 7.91 | -1.26 | | 1-Year | 23.66 | 28.01 | -4.35 | 25.39 | -1.73 | | 3-Year | -5.60 | -5.87 | 0.27 | -5.79 | 0.19 | | 5-Year | 1.56 | 0.64 | 0.92 | 0.71 | 0.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.29 | 46.08 | -3.79 | 45.76 | -3.47 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.67 | -17.41 | -0.26 | -18.25 | 0.58 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EVSYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.19 | -37.79 | 2.60 | | 2007 | | | 5.76 | 6.16 | -0.40 | | 2006 | | | 17.45 | 14.17 | 3.28 | | 2005 | | | 7.47 | 5.88 | 1.59 | | 2004 | | | 12.60 | 10.02 | 2.58 | | 2003 | | | 30.14 | 27.05 | 3.09 | | 2002 | | | -22.35 | -22.25 | -0.10 | | 2001 | | | -13.72 | -13.50 | -0.22 | | 2000 | | | -7.89 | -6.31 | -1.58 | | 1999 | | | 20.09 | 20.16 | -0.07 |
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| PAST QUARTERLY RETURNS (%) FOR
EVSYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.20 | 14.49 | 14.98 | N/A | | 2008 | -9.70 | -1.62 | -8.05 | -20.66 | | 2007 | 1.57 | 6.31 | 0.57 | -2.61 | | 2006 | 4.82 | -1.46 | 6.20 | 7.08 | | 2005 | -0.46 | 1.58 | 4.62 | 1.60 | | 2004 | 3.02 | 1.06 | -1.53 | 9.83 | | 2003 | -2.52 | 16.17 | 2.98 | 11.59 | | 2002 | 0.62 | -13.21 | -16.40 | 6.36 | | 2001 | -13.31 | 5.69 | -14.00 | 9.51 | | 2000 | 1.99 | -2.58 | 1.05 | -8.26 | | 1999 | N/A | N/A | N/A | 12.17 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 0 | 2021 | 0.00 | | 1-Month | 0 | 2113 | 0.00 | | 3-Month | 0 | 2091 | 0.00 | | 6-Month | 949 | 2064 | 45.98 | | 1-Year | | 2011 | N/A | | 3-Year | | 1707 | N/A | | 5-Year | | 1360 | N/A |
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