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| Morningstar Return Rating: | Average | | Year to Date Return: | 31.99% | | 5-Year Average Return: | 2.48% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.60% | |
Worst 1-Yr Total Return (2008): | -38.08% | |
Best 3-Yr Total Return (2005-7): | 10.50% | |
Worst 3-Yr Total Return (2006-8): | -7.80% |
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| 1-Year: | -4.91% | | 3-Year: | -3.91% | | 5-Year: | 1.61% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EALCX | Category | Diff | Index* | Diff | | Year To Date | 31.99 | 31.20 | 0.79 | 24.07 | 7.92 | | 1-Month | 6.17 | 5.67 | 0.5 | 6.00 | 0.17 | | 3-Month | 8.71 | 8.18 | 0.53 | 7.91 | 0.8 | | 1-Year | 35.15 | 34.04 | 1.11 | 25.39 | 9.76 | | 3-Year | -2.58 | -3.89 | 1.31 | -5.79 | 3.21 | | 5-Year | 2.48 | 1.25 | 1.23 | 0.71 | 1.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.79 | 43.84 | 0.95 | 45.76 | -0.97 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.94 | -18.03 | 3.09 | -18.25 | 3.31 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EALCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.08 | -40.67 | 2.59 | | 2007 | | | 12.60 | 13.35 | -0.75 | | 2006 | | | 12.42 | 7.05 | 5.37 | | 2005 | | | 6.60 | 6.71 | -0.11 | | 2004 | | | 10.37 | 7.81 | 2.56 | | 2003 | | | 23.53 | 28.66 | -5.13 | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
EALCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.37 | 14.81 | 14.76 | N/A | | 2008 | -10.04 | -0.84 | -12.40 | -20.76 | | 2007 | -0.13 | 6.77 | 4.47 | 1.08 | | 2006 | 4.75 | -3.45 | 4.84 | 6.03 | | 2005 | -2.87 | 1.44 | 6.42 | 1.66 | | 2004 | 2.10 | 2.77 | -2.62 | 8.02 | | 2003 | -3.79 | 12.85 | 1.65 | 11.92 | | 2002 | N/A | N/A | N/A | 6.82 | | 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 | 745 | 1818 | 40.98 | | 1-Month | 476 | 1906 | 24.97 | | 3-Month | 837 | 1904 | 43.96 | | 6-Month | 765 | 1866 | 41.00 | | 1-Year | 642 | 1815 | 35.37 | | 3-Year | 402 | 1537 | 26.15 | | 5-Year | 238 | 1273 | 18.70 |
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0.26% Nasdaq 
Performance
