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| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.70% | | 5-Year Average Return: | 2.39% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 6.46% | |
Worst 1-Yr Total Return (2008): | -18.73% | |
Best 3-Yr Total Return (2004-6): | 5.07% | |
Worst 3-Yr Total Return (2006-8): | -4.80% |
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| 1-Year: | 8.50% | | 3-Year: | -0.01% | | 5-Year: | 2.25% | | 10-Year: | 4.23% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EACAX | Category | Diff | Index* | Diff | | Year To Date | 23.70 | 16.73 | 6.97 | 11.61 | 12.09 | | 1-Month | -3.15 | -2.81 | -0.34 | -2.10 | -1.05 | | 3-Month | 7.31 | 6.10 | 1.21 | 3.15 | 4.16 | | 1-Year | 14.86 | 13.66 | 1.2 | 13.60 | 1.26 | | 3-Year | 0.28 | 1.59 | -1.31 | 4.17 | -3.89 | | 5-Year | 2.39 | 2.76 | -0.37 | 4.15 | -1.76 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 15.53 | 13.15 | 2.38 | 9.40 | 6.13 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -2.24 | 0.71 | -2.95 | 5.67 | -7.91 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EACAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -18.73 | -11.05 | -7.68 | | 2007 | | | -0.29 | 0.71 | -1.00 | | 2006 | | | 6.46 | 4.58 | 1.88 | | 2005 | | | 5.00 | 3.93 | 1.07 | | 2004 | | | 3.77 | 4.37 | -0.60 | | 2003 | | | 5.25 | 4.27 | 0.98 | | 2002 | | | 9.10 | 8.03 | 1.07 | | 2001 | | | 3.46 | 3.84 | -0.38 | | 2000 | | | 14.57 | 12.79 | 1.78 | | 1999 | | | -6.87 | -4.60 | -2.27 |
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| PAST QUARTERLY RETURNS (%) FOR
EACAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 8.52 | 4.85 | 12.25 | N/A | | 2008 | -4.02 | 2.44 | -7.32 | -10.81 | | 2007 | 0.77 | -0.98 | 0.41 | -0.48 | | 2006 | 1.58 | -0.46 | 3.82 | 1.42 | | 2005 | 0.34 | 3.22 | 0.13 | 1.25 | | 2004 | 0.74 | -1.90 | 3.53 | 1.42 | | 2003 | 1.11 | 2.48 | -0.48 | 2.06 | | 2002 | -0.01 | 3.67 | 6.52 | -1.19 | | 2001 | 1.18 | -0.34 | 4.30 | -1.64 | | 2000 | 3.04 | 1.50 | 3.37 | 5.97 | | 1999 | N/A | N/A | N/A | -2.72 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 16 | 164 | 9.76 | | 1-Month | 152 | 164 | 92.68 | | 3-Month | 44 | 164 | 26.83 | | 6-Month | 26 | 164 | 15.85 | | 1-Year | 18 | 163 | 11.04 | | 3-Year | 101 | 152 | 66.45 | | 5-Year | 79 | 141 | 56.03 |
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