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| Morningstar Return Rating: | Below average | | Year to Date Return: | 60.76% | | 5-Year Average Return: | 6.59% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 46.56% | |
Worst 1-Yr Total Return (2008): | -66.12% | |
Best 3-Yr Total Return (2005-7): | 32.06% | |
Worst 3-Yr Total Return (2006-8): | -16.85% |
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| 1-Year: | 22.10% | | 3-Year: | -9.74% | | 5-Year: | 6.44% | | 10-Year: | 11.41% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EBASX | Category | Diff | Index* | Diff | | Year To Date | 60.76 | 56.85 | 3.91 | 27.36 | 33.4 | | 1-Month | -0.07 | -0.01 | -0.06 | -1.25 | 1.18 | | 3-Month | 2.06 | 3.46 | -1.4 | 8.10 | -6.04 | | 1-Year | 69.63 | 67.45 | 2.18 | 27.71 | 41.92 | | 3-Year | -10.69 | 8.60 | -19.29 | -5.22 | -5.47 | | 5-Year | 6.59 | 15.34 | -8.75 | 5.10 | 1.49 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 77.16 | 75.47 | 1.69 | 59.35 | 17.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.31 | 2.18 | -6.49 | -14.95 | 10.64 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EBASX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -66.12 | -53.50 | -12.62 | | 2007 | | | 15.80 | 47.53 | -31.73 | | 2006 | | | 46.56 | 45.36 | 1.20 | | 2005 | | | 35.70 | 21.30 | 14.40 | | 2004 | | | -0.26 | 13.21 | -13.47 | | 2003 | | | 84.28 | 53.64 | 30.64 | | 2002 | | | -0.47 | -8.76 | 8.29 | | 2001 | | | 6.53 | -2.63 | 9.16 | | 2000 | | | -26.57 | -25.36 | -1.21 | | 1999 | | | N/A | 73.61 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
EBASX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.80 | 41.75 | 16.76 | N/A | | 2008 | -26.06 | -5.72 | -38.49 | -20.99 | | 2007 | 9.57 | 11.37 | -1.42 | -3.74 | | 2006 | 21.49 | -4.72 | 5.58 | 19.91 | | 2005 | 6.34 | 5.44 | 12.04 | 8.02 | | 2004 | -1.68 | -10.09 | 2.60 | 9.96 | | 2003 | -3.79 | 26.19 | 27.00 | 19.52 | | 2002 | 19.18 | -1.65 | -11.74 | -3.80 | | 2001 | -5.36 | 6.02 | -9.35 | 17.13 | | 2000 | 13.71 | -15.93 | -12.31 | -12.40 | | 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 | 65 | 160 | 40.63 | | 1-Month | 147 | 171 | 85.96 | | 3-Month | 136 | 171 | 79.53 | | 6-Month | 62 | 164 | 37.80 | | 1-Year | 61 | 148 | 41.22 | | 3-Year | 87 | 106 | 82.08 | | 5-Year | 64 | 79 | 81.01 |
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