Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESIOX (Evergreen Equity Index B) | NA | -4.07% | -13.11% | -4.08% | -3.95% | NA | NA | … | … |
Data as of 09/02/2010, Common starting date is 04/12/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESIOX (Evergreen Equity Index B) | 04/12/1999 | 09/02/2010 |
| 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 | -4.07 | -13.11 | -4.08 | -3.95 | NA | NA | … | … | -14.61 | 25.00 | -37.80 | 4.17 | 14.33 | 3.60 | 9.47 | 26.77 | -22.92 | -12.95 | -10.14 | 8.20 |
| Sharpe Ratio | NA | -0.20 | -0.43 | -0.23 | -0.25 | NA | NA | … | … | -0.90 | 0.91 | -0.94 | 0.07 | 1.10 | 0.14 | 0.77 | 1.54 | -0.93 | -0.72 | -0.64 | 0.47 |
| Standard Deviation(%) | NA | 21.17 | 31.16 | 25.28 | 22.28 | NA | NA | … | … | 23.31 | 27.24 | 41.05 | 16.02 | 10.06 | 10.29 | 11.09 | 16.96 | 25.94 | 21.44 | 22.11 | 17.20 |
| Draw Down(%) | NA | 21.92 | 56.04 | 56.04 | 56.04 | NA | NA | … | … | 21.92 | 27.32 | 48.31 | 10.03 | 7.58 | 7.13 | 7.99 | 13.91 | 33.46 | 29.55 | 17.16 | 11.97 |
| Yield(%) | 0.00 | 3.65 | 2.34 | 1.96 | 1.00 | 0.79 | 0.60 | … | … | 0.27 | 4.30 | 4.10 | 0.64 | 0.61 | 0.57 | 0.80 | 0.54 | 0.41 | 0.16 | 0.56 | 0.89 |
Data as of 09/02/2010, Common starting date is 04/12/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESIOX (Evergreen Equity Index B) |
-17.05%
Mar 2000 – Mar 2003 |
-7.81%
Feb 2004 – Feb 2009 |
-4.01%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESIOX (Evergreen Equity Index B) |
15.66%
Mar 2003 – Mar 2006 |
13.95%
Sep 2002 – Sep 2007 |
-1.39%
Sep 1999 – Sep 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart