Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVIIX (Evergreen Equity Index Instl) | NA | -3.17% | -12.25% | -3.13% | -3.04% | NA | NA | … | … |
Data as of 09/02/2010, Common starting date is 03/30/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVIIX (Evergreen Equity Index Instl) | 03/30/1999 | 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 | -3.17 | -12.25 | -3.13 | -3.04 | NA | NA | … | … | -14.12 | 26.31 | -37.19 | 5.23 | 15.49 | 4.64 | 10.43 | 28.03 | -22.48 | -12.07 | -9.25 | 13.81 |
| Sharpe Ratio | NA | -0.15 | -0.40 | -0.19 | -0.21 | NA | NA | … | … | -0.88 | 0.96 | -0.93 | 0.14 | 1.22 | 0.24 | 0.85 | 1.61 | -0.91 | -0.68 | -0.60 | 0.89 |
| Standard Deviation(%) | NA | 21.14 | 31.15 | 25.28 | 22.29 | NA | NA | … | … | 23.28 | 27.22 | 41.06 | 16.04 | 10.05 | 10.28 | 11.13 | 16.98 | 25.98 | 21.44 | 22.12 | 17.15 |
| Draw Down(%) | NA | 21.70 | 55.41 | 55.41 | 55.41 | NA | NA | … | … | 21.70 | 27.20 | 47.86 | 9.93 | 7.48 | 7.03 | 7.53 | 13.78 | 33.19 | 29.10 | 16.54 | 11.76 |
| Yield(%) | 0.00 | 4.77 | 3.15 | 2.98 | 1.71 | 1.47 | 1.10 | … | … | 0.81 | 5.55 | 4.94 | 1.71 | 1.69 | 1.55 | 1.67 | 1.55 | 0.93 | 0.97 | 1.33 | 1.66 |
Data as of 09/02/2010, Common starting date is 03/30/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVIIX (Evergreen Equity Index Instl) |
-16.34%
Mar 2000 – Mar 2003 |
-6.88%
Feb 2004 – Feb 2009 |
-3.11%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVIIX (Evergreen Equity Index Instl) |
16.78%
Mar 2003 – Mar 2006 |
15.04%
Sep 2002 – Sep 2007 |
-0.44%
Sep 1999 – Sep 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart