|
| Morningstar Return Rating: | Average | | Year to Date Return: | 8.48% | | 5-Year Average Return: | 4.45% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.99% | |
Worst 1-Yr Total Return (2008): | 1.38% | |
Best 3-Yr Total Return (2005-7): | 4.06% | |
Worst 3-Yr Total Return (2004-6): | 2.53% |
|
| 1-Year: | 4.77% | | 3-Year: | 4.48% | | 5-Year: | 3.83% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EALDX | Category | Diff | Index* | Diff | | Year To Date | 8.48 | 9.71 | -1.23 | 7.61 | 0.87 | | 1-Month | 0.42 | 0.67 | -0.25 | 1.29 | -0.87 | | 3-Month | 1.49 | 2.20 | -0.71 | 2.86 | -1.37 | | 1-Year | 9.51 | 11.11 | -1.6 | 11.63 | -2.12 | | 3-Year | 5.25 | 3.58 | 1.67 | 6.40 | -1.15 | | 5-Year | 4.45 | 3.39 | 1.06 | 5.49 | -1.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 5.73 | 7.66 | -1.93 | 7.06 | -1.33 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.16 | 4.29 | 1.87 | 7.94 | -1.78 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EALDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 1.38 | -4.23 | 5.61 | | 2007 | | | 5.99 | 4.29 | 1.70 | | 2006 | | | 3.86 | 4.05 | -0.19 | | 2005 | | | 2.37 | 1.45 | 0.92 | | 2004 | | | 1.39 | 1.63 | -0.24 | | 2003 | | | -0.23 | 2.54 | -2.77 | | 2002 | | | N/A | 5.47 | N/A | | 2001 | | | N/A | 7.27 | N/A | | 2000 | | | N/A | 7.59 | N/A | | 1999 | | | N/A | 2.21 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
EALDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.46 | 2.78 | 2.16 | N/A | | 2008 | 1.15 | 0.40 | 0.19 | -0.36 | | 2007 | 1.36 | 0.70 | 1.62 | 2.18 | | 2006 | 0.68 | 0.70 | 1.49 | 0.94 | | 2005 | 0.45 | 0.95 | 0.27 | 0.68 | | 2004 | 0.71 | -0.35 | 0.56 | 0.46 | | 2003 | 0.23 | 0.35 | -0.49 | -0.32 | | 2002 | N/A | N/A | N/A | 0.91 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 221 | 418 | 52.87 | | 1-Month | 151 | 434 | 34.79 | | 3-Month | 268 | 433 | 61.89 | | 6-Month | 301 | 424 | 70.99 | | 1-Year | 193 | 418 | 46.17 | | 3-Year | 65 | 377 | 17.24 | | 5-Year | 43 | 313 | 13.74 |
|
|
|
|
|
0.02% Nasdaq 0.00%
Performance
