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EKAAX: Evergreen Mid Cap Growth A (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/01/1996 |
| Last Dividend Date: | 12/10/2008 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 09/02/2010)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/01/1996 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 9.4 | -9.9 | -2.1 | -2.5 | -0.1 | -2.6 | 32.4 | -45.7 | 14.4 | 13.1 | 1.7 | 11.6 | 49.7 | -22.7 | -17.1 | -8.8 | 75.7 | -39.5 | 6.2 | -3.4 |
| Sharpe Ratio | NA | 0.46 | -0.32 | -0.13 | -0.15 | -0.19 | -0.18 | 1.15 | -1.07 | 0.59 | 0.67 | -0.03 | 0.63 | 2.44 | -0.88 | -0.6 | -0.32 | 3.57 | -1.21 | -2.5 | -0.66 |
| Draw Down(%) | NA | 16.5 | 58.6 | 58.6 | 58.6 | 63.7 | 16.5 | 22.0 | 55.4 | 14.2 | 16.1 | 10.9 | 18.2 | 11.9 | 34.7 | 38.7 | 38.9 | 10.6 | 57.6 | 20.9 | 13.9 |
| Standard Deviation(%) | NA | 20.3 | 32.8 | 27.6 | 26.8 | 27.1 | 21.4 | 28.0 | 43.4 | 19.4 | 14.8 | 14.3 | 16.9 | 20.1 | 27.2 | 33.1 | 40.2 | 20.3 | 35.4 | 19.5 | 15.5 |
| Treynor Ratio | NA | 0.12 | -0.12 | -0.04 | -0.04 | -0.06 | -0.05 | 0.35 | -0.51 | 0.11 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.05 | -0.06 | -0.05 | -0.05 | -0.01 | -0.04 | -0.02 | -0.01 | -0.01 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.8 | 0.91 | 0.93 | 0.93 | 0.92 | 0.77 | 0.93 | 0.92 | 1.09 | 1.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.84 | 0.95 | 0.88 | 0.47 | 0.32 | 0.81 | 0.98 | 0.98 | 0.93 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.7 | 1.3 | 3.6 | N/A | 0.0 | 0.0 | 1.2 | 4.3 | 0.0 | 0.0 | 1.4 | 0.0 | 3.5 | 0.0 | 35.2 | 0.0 | 10.7 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -90.5 | N/A | N/A | N/A | -100.0 | -69.4 | N/A | N/A | -100.0 | N/A | -100.0 | N/A | -100.0 | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/1996
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See Mid-Cap Growth Asset Class Trend Rankings |
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