|
| Morningstar Return Rating: | Below average | | Year to Date Return: | -4.39% | | 5-Year Average Return: | 0.67% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 33.04% | |
Worst 1-Yr Total Return (2008): | -36.89% | |
Best 3-Yr Total Return (2005-7): | 8.00% | |
Worst 3-Yr Total Return (2006-8): | -8.46% |
|
| 1-Year: | 25.39% | | 3-Year: | -3.92% | | 5-Year: | -0.07% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EAALX | Category | Diff | Index* | Diff | | Year To Date | -4.39 | -4.87 | 0.48 | -3.60 | -0.79 | | 1-Month | -4.39 | -4.87 | 0.48 | -3.60 | -0.79 | | 3-Month | 2.15 | 3.82 | -1.67 | 4.16 | -2.01 | | 1-Year | 35.88 | 35.76 | 0.12 | 33.14 | 2.74 | | 3-Year | -3.93 | -5.20 | 1.27 | -7.24 | 3.31 | | 5-Year | 0.67 | 0.87 | -0.2 | 0.18 | 0.49 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.56 | 44.07 | 4.49 | 45.76 | 2.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.74 | -18.03 | 1.29 | -18.25 | 1.51 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EAALX | Category | Diff | | 2009 | | | 33.04 | 35.68 | -2.64 | | 2008 | | | -36.89 | -40.67 | 3.78 | | 2007 | | | 12.10 | 13.35 | -1.25 | | 2006 | | | 8.44 | 7.05 | 1.39 | | 2005 | | | 3.62 | 6.71 | -3.09 | | 2004 | | | 5.75 | 7.81 | -2.06 | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
EAALX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.37 | 17.02 | 15.07 | 4.40 | | 2008 | -7.83 | 0.18 | -10.32 | -23.79 | | 2007 | -0.70 | 7.70 | 4.85 | -0.02 | | 2006 | 3.23 | -3.30 | 3.41 | 5.05 | | 2005 | -2.09 | 0.56 | 3.60 | 1.59 | | 2004 | -1.53 | 2.33 | -1.99 | 7.09 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 545 | 1882 | 28.96 | | 1-Month | 1016 | 1882 | 53.99 | | 3-Month | 1362 | 1867 | 72.95 | | 6-Month | 1320 | 1860 | 70.97 | | 1-Year | 743 | 1787 | 41.58 | | 3-Year | 403 | 1545 | 26.08 | | 5-Year | 567 | 1265 | 44.82 |
|
|
|
|
|
1.52% Nasdaq 0.00%
Performance
