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ESBIX: Evergreen Core Bond Instl (MUTUAL FUND)
Basic Info
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/04/1998 |
| Last Dividend Date: | 06/30/2010 |
| 12-Mo. Yield | 3.10% |
| Expenses | - |
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Performance Analytics (As of 08/16/2010)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/04/1998 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 7.9 | -3.1 | -0.6 | 3.1 | 3.3 | 5.0 | 16.8 | -28.3 | 5.1 | 4.4 | 2.4 | 4.2 | 4.3 | 9.9 | 8.7 | 11.3 | -1.5 | 7.1 |
| Sharpe Ratio | NA | 1.96 | -0.5 | -0.36 | 0.28 | 0.26 | 2.07 | 2.6 | -2.88 | 0.52 | 0.34 | 0.07 | 0.79 | 0.8 | 2.08 | 1.34 | 1.8 | -0.97 | 0.79 |
| Draw Down(%) | NA | 2.0 | 33.9 | 33.9 | 33.9 | 33.9 | 1.4 | 7.0 | 33.9 | 2.4 | 2.0 | 2.4 | 4.2 | 4.6 | 2.5 | 3.8 | 3.0 | 4.2 | 3.3 |
| Standard Deviation(%) | NA | 4.0 | 7.5 | 6.2 | 5.3 | 5.3 | 3.9 | 6.4 | 10.1 | 4.0 | 3.4 | 3.2 | 4.2 | 4.5 | 4.2 | 4.8 | 4.0 | 4.9 | 5.8 |
| Treynor Ratio | NA | 0.11 | -0.05 | -0.03 | 0.02 | 0.02 | 0.13 | 0.24 | -0.38 | 0.03 | 0.01 | 0.0 | 0.04 | 0.04 | 0.12 | 0.09 | 0.09 | -0.06 | 0.06 |
| Alpha | NA | -0.01 | -0.04 | -0.02 | -0.01 | -0.01 | -0.01 | 0.02 | -0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 |
| Beta | NA | 0.69 | 0.74 | 0.76 | 0.77 | 0.78 | 0.64 | 0.71 | 0.76 | 0.81 | 0.9 | 0.82 | 0.85 | 0.83 | 0.75 | 0.73 | 0.79 | 0.82 | 0.75 |
| RSquared | NA | 0.66 | 0.45 | 0.5 | 0.63 | 0.63 | 0.58 | 0.59 | 0.35 | 0.87 | 0.91 | 0.92 | 0.93 | 0.93 | 0.9 | 0.87 | 0.88 | 0.75 | 0.49 |
| Yield(%) | N/A | 3.1 | 4.0 | 4.2 | 5.2 | N/A | 1.5 | 5.3 | 4.9 | 4.9 | 4.6 | 4.7 | 4.8 | 5.3 | 5.8 | 7.0 | 6.5 | 5.8 | 7.6 |
| Dividend Growth(%) | N/A | -47.4 | -21.0 | -25.1 | N/A | N/A | -68.8 | -26.6 | -0.2 | 5.1 | -2.6 | -2.9 | -10.1 | -5.8 | -16.5 | 14.3 | 2.1 | -24.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/04/1998
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