Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVISX (Evergreen Equity Index Instl Svc) | NA | -3.39% | -12.46% | -3.36% | -3.24% | NA | NA | … | … |
Data as of 09/02/2010, Common starting date is 08/11/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVISX (Evergreen Equity Index Instl Svc) | 08/11/1998 | 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 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.39 | -12.46 | -3.36 | -3.24 | NA | NA | … | … | -14.21 | 25.98 | -37.33 | 4.95 | 15.21 | 4.36 | 10.27 | 27.70 | -22.42 | -12.29 | -9.46 | 20.34 | 15.35 |
| Sharpe Ratio | NA | -0.16 | -0.40 | -0.19 | -0.21 | NA | NA | … | … | -0.88 | 0.95 | -0.93 | 0.12 | 1.19 | 0.21 | 0.84 | 1.59 | -0.91 | -0.69 | -0.61 | 0.98 | 1.52 |
| Standard Deviation(%) | NA | 22.07 | 31.74 | 26.03 | 22.93 | NA | NA | … | … | 23.27 | 27.25 | 41.05 | 16.04 | 10.05 | 10.29 | 11.13 | 17.00 | 25.94 | 21.45 | 22.12 | 17.54 | 26.92 |
| Draw Down(%) | NA | 21.74 | 55.56 | 55.56 | 55.56 | NA | NA | … | … | 21.74 | 27.22 | 47.96 | 9.95 | 7.50 | 7.05 | 7.63 | 13.82 | 33.12 | 29.20 | 16.71 | 11.81 | 13.11 |
| Yield(%) | 0.00 | 4.49 | 2.92 | 2.70 | 1.53 | 1.99 | 1.49 | … | … | 0.68 | 5.08 | 4.73 | 1.43 | 1.43 | 1.30 | 1.52 | 1.29 | 0.98 | 0.74 | 1.08 | 1.67 | 7.52 |
Data as of 09/02/2010, Common starting date is 08/11/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVISX (Evergreen Equity Index Instl Svc) |
-16.46%
Mar 2000 – Mar 2003 |
-7.11%
Feb 2004 – Feb 2009 |
-3.94%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVISX (Evergreen Equity Index Instl Svc) |
16.52%
Mar 2003 – Mar 2006 |
14.80%
Sep 2002 – Sep 2007 |
2.52%
Sep 1998 – Sep 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart