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| Morningstar Return Rating: | Below average | | Year to Date Return: | 32.22% | | 5-Year Average Return: | N/A | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 7.05% | |
Worst 1-Yr Total Return (2008): | -19.40% | |
Best 3-Yr Total Return (2005-7): | 4.87% | |
Worst 3-Yr Total Return (2006-8): | -3.61% |
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| 1-Year: | 4.43% | | 3-Year: | 1.81% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EADDX | Category | Diff | Index* | Diff | | Year To Date | 32.22 | 26.40 | 5.82 | 7.61 | 24.61 | | 1-Month | 0.83 | 1.05 | -0.22 | 1.29 | -0.46 | | 3-Month | 4.26 | 5.48 | -1.22 | 2.86 | 1.4 | | 1-Year | 32.44 | 32.78 | -0.34 | 11.63 | 20.81 | | 3-Year | 3.54 | 3.95 | -0.41 | 6.40 | -2.86 | | 5-Year | N/A | 4.79 | N/A | 5.49 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 24.05 | 23.40 | 0.65 | 7.06 | 16.99 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.02 | 3.93 | -0.91 | 7.94 | -4.92 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EADDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -19.40 | -15.41 | -3.99 | | 2007 | | | 3.80 | 4.45 | -0.65 | | 2006 | | | 7.05 | 6.90 | 0.15 | | 2005 | | | 3.78 | 2.12 | 1.66 | | 2004 | | | N/A | 8.38 | N/A | | 2003 | | | N/A | 16.18 | N/A | | 2002 | | | N/A | 6.76 | N/A | | 2001 | | | N/A | 4.22 | N/A | | 2000 | | | N/A | 1.73 | N/A | | 1999 | | | N/A | 2.89 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
EADDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.90 | 13.69 | 7.74 | N/A | | 2008 | -2.56 | 2.38 | -4.42 | -15.47 | | 2007 | 2.11 | 0.79 | 0.13 | 0.72 | | 2006 | 1.81 | 0.60 | 2.39 | 2.08 | | 2005 | 0.47 | 1.37 | 1.09 | 0.81 | | 2004 | N/A | N/A | N/A | N/A | | 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 | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 47 | 252 | 18.65 | | 1-Month | 117 | 280 | 41.79 | | 3-Month | 192 | 267 | 71.91 | | 6-Month | 178 | 266 | 66.92 | | 1-Year | 73 | 236 | 30.93 | | 3-Year | 86 | 170 | 50.59 | | 5-Year | 73 | 141 | 51.77 |
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