Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESARX (Evergreen Adjustable Rate Instl Svc) | NA | 3.25% | 3.05% | 3.42% | 3.71% | NA | NA | … | … |
Data as of 08/16/2010, Common starting date is 02/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESARX (Evergreen Adjustable Rate Instl Svc) | 02/26/1999 | 08/16/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.25 | 3.05 | 3.42 | 3.71 | NA | NA | … | … | 1.68 | 6.61 | -1.18 | 4.50 | 4.51 | 2.10 | 1.85 | 1.87 | 4.28 | 7.63 | 7.18 | 4.18 |
| Sharpe Ratio | NA | 2.86 | 1.18 | 0.94 | 1.01 | NA | NA | … | … | 2.57 | 3.78 | -0.83 | 0.75 | 0.74 | -0.05 | 0.66 | 0.96 | 1.91 | 2.27 | 0.81 | 0.94 |
| Standard Deviation(%) | NA | 1.11 | 2.03 | 1.89 | 2.06 | NA | NA | … | … | 1.03 | 1.72 | 2.51 | 2.01 | 1.68 | 1.53 | 1.38 | 1.23 | 1.66 | 2.38 | 3.79 | 1.81 |
| Draw Down(%) | NA | 0.22 | 4.07 | 4.07 | 4.07 | NA | NA | … | … | 0.22 | 0.23 | 4.07 | 0.65 | 0.64 | 0.53 | 0.63 | 0.52 | 0.41 | 0.52 | 2.16 | 0.42 |
| Yield(%) | 0.00 | 2.10 | 3.45 | 3.74 | 4.01 | 3.24 | 2.43 | … | … | 1.01 | 2.87 | 4.51 | 4.90 | 4.08 | 3.65 | 3.18 | 3.19 | 4.19 | 6.23 | 6.31 | 5.29 |
Data as of 08/16/2010, Common starting date is 02/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESARX (Evergreen Adjustable Rate Instl Svc) |
1.87%
Oct 2002 – Oct 2005 |
2.33%
Dec 2003 – Dec 2008 |
3.69%
Jul 2000 – Jul 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESARX (Evergreen Adjustable Rate Instl Svc) |
6.44%
Jul 1999 – Jul 2002 |
4.97%
Mar 1999 – Mar 2004 |
3.92%
Jun 1999 – Jun 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart