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| Morningstar Return Rating: | Above average | | Year to Date Return: | 10.89% | | 5-Year Average Return: | 6.27% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 28.51% | |
Worst 1-Yr Total Return (2008): | -37.56% | |
Best 3-Yr Total Return (2004-6): | 24.57% | |
Worst 3-Yr Total Return (2006-8): | -0.48% |
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| 1-Year: | -16.05% | | 3-Year: | -4.74% | | 5-Year: | 6.36% | | 10-Year: | 5.83% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EVTMX | Category | Diff | Index* | Diff | | Year To Date | 10.89 | 25.10 | -14.21 | 24.07 | -13.18 | | 1-Month | 5.81 | 5.28 | 0.53 | 6.00 | -0.19 | | 3-Month | 6.27 | 7.01 | -0.74 | 7.91 | -1.64 | | 1-Year | 13.44 | 28.01 | -14.57 | 25.39 | -11.95 | | 3-Year | -4.58 | -5.87 | 1.29 | -5.79 | 1.21 | | 5-Year | 6.27 | 0.64 | 5.63 | 0.71 | 5.56 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.69 | 46.08 | -13.39 | 45.76 | -13.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.13 | -17.41 | -7.72 | -18.25 | -6.88 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EVTMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.56 | -37.79 | 0.23 | | 2007 | | | 22.86 | 6.16 | 16.70 | | 2006 | | | 28.51 | 14.17 | 14.34 | | 2005 | | | 20.24 | 5.88 | 14.36 | | 2004 | | | 25.11 | 10.02 | 15.09 | | 2003 | | | 25.93 | 27.05 | -1.12 | | 2002 | | | -12.50 | -22.25 | 9.75 | | 2001 | | | -18.94 | -13.50 | -5.44 | | 2000 | | | 6.48 | -6.31 | 12.79 | | 1999 | | | 40.76 | 20.16 | 20.60 |
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| PAST QUARTERLY RETURNS (%) FOR
EVTMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.82 | 9.95 | 14.52 | N/A | | 2008 | -9.61 | 4.55 | -20.45 | -16.95 | | 2007 | 6.72 | 6.02 | 3.15 | 5.27 | | 2006 | 4.79 | 2.78 | 7.05 | 11.46 | | 2005 | 3.12 | 7.24 | 11.78 | -2.73 | | 2004 | 4.30 | -0.34 | 5.96 | 13.60 | | 2003 | -4.27 | 17.26 | 0.21 | 11.94 | | 2002 | 0.76 | -7.52 | -15.71 | 11.40 | | 2001 | -6.56 | -3.33 | -12.17 | 2.18 | | 2000 | 6.54 | -7.10 | 10.62 | -2.75 | | 1999 | N/A | N/A | N/A | 23.56 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1980 | 2021 | 97.97 | | 1-Month | 1331 | 2113 | 62.99 | | 3-Month | 1463 | 2091 | 69.97 | | 6-Month | 1486 | 2064 | 72.00 | | 1-Year | 1696 | 2011 | 84.34 | | 3-Year | 484 | 1707 | 28.35 | | 5-Year | 2 | 1360 | 0.15 |
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0.29% Nasdaq 
0.08 (0.83%) 
Performance
