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| Morningstar Return Rating: | Below average | | Year to Date Return: | 18.79% | | 5-Year Average Return: | 1.74% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.61% | |
Worst 1-Yr Total Return (2008): | -40.15% | |
Best 3-Yr Total Return (2005-7): | 12.16% | |
Worst 3-Yr Total Return (2006-8): | -7.89% |
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| 1-Year: | -8.96% | | 3-Year: | -7.00% | | 5-Year: | 1.34% | | 10-Year: | -0.98% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EAGLX | Category | Diff | Index* | Diff | | Year To Date | 18.79 | 25.91 | -7.12 | 27.36 | -8.57 | | 1-Month | -2.12 | -2.31 | 0.19 | -1.25 | -0.87 | | 3-Month | 5.28 | 5.52 | -0.24 | 8.10 | -2.82 | | 1-Year | 16.38 | 22.45 | -6.07 | 27.71 | -11.33 | | 3-Year | -6.88 | -5.03 | -1.85 | -5.22 | -1.66 | | 5-Year | 1.74 | 3.41 | -1.67 | 5.10 | -3.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.43 | 50.04 | -0.61 | 59.35 | -9.92 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.72 | -12.42 | -5.3 | -14.95 | -2.77 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EAGLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.15 | -41.91 | 1.76 | | 2007 | | | 8.27 | 11.28 | -3.01 | | 2006 | | | 20.61 | 19.72 | 0.89 | | 2005 | | | 8.05 | 11.61 | -3.56 | | 2004 | | | 7.61 | 15.27 | -7.66 | | 2003 | | | 22.87 | 34.49 | -11.62 | | 2002 | | | -21.18 | -19.36 | -1.82 | | 2001 | | | -14.89 | -17.51 | 2.62 | | 2000 | | | -9.39 | -9.14 | -0.25 | | 1999 | | | 23.32 | 41.13 | -17.81 |
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| PAST QUARTERLY RETURNS (%) FOR
EAGLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.14 | 19.39 | 17.03 | N/A | | 2008 | -9.07 | -1.99 | -15.63 | -20.40 | | 2007 | 3.33 | 7.07 | 1.17 | -3.27 | | 2006 | 6.89 | -0.45 | 4.45 | 8.51 | | 2005 | -1.03 | -0.26 | 7.75 | 1.59 | | 2004 | 1.25 | -2.53 | -1.47 | 10.68 | | 2003 | -7.23 | 14.12 | 2.89 | 12.80 | | 2002 | 0.87 | -6.38 | -18.10 | 1.91 | | 2001 | -13.41 | 3.36 | -13.64 | 10.11 | | 2000 | -2.61 | -3.09 | 0.58 | -4.54 | | 1999 | N/A | N/A | N/A | 16.69 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 605 | 767 | 78.88 | | 1-Month | 379 | 844 | 44.91 | | 3-Month | 547 | 830 | 65.90 | | 6-Month | 456 | 787 | 57.94 | | 1-Year | 458 | 741 | 61.81 | | 3-Year | 276 | 530 | 52.08 | | 5-Year | 241 | 434 | 55.53 |
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