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| Morningstar Return Rating: | Average | | Year to Date Return: | 41.82% | | 5-Year Average Return: | 1.60% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 5.53% | |
Worst 1-Yr Total Return (2008): | -30.96% | |
Best 3-Yr Total Return (2004-6): | 3.92% | |
Worst 3-Yr Total Return (2006-8): | -9.75% |
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| 1-Year: | 1.25% | | 3-Year: | -1.26% | | 5-Year: | 1.24% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EBBLX | Category | Diff | Index* | Diff | | Year To Date | 41.82 | 38.44 | 3.38 | 7.61 | 34.21 | | 1-Month | -0.08 | 0.16 | -0.24 | 1.29 | -1.37 | | 3-Month | 3.32 | 3.72 | -0.4 | 2.86 | 0.46 | | 1-Year | 35.82 | 33.19 | 2.63 | 11.63 | 24.19 | | 3-Year | -0.20 | -1.51 | 1.31 | 6.40 | -6.6 | | 5-Year | 1.60 | 1.14 | 0.46 | 5.49 | -3.89 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 29.19 | 27.31 | 1.88 | 7.06 | 22.13 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -2.21 | -4.33 | 2.12 | 7.94 | -10.15 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EBBLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.96 | -29.72 | -1.24 | | 2007 | | | 0.89 | 1.09 | -0.20 | | 2006 | | | 5.53 | 6.57 | -1.04 | | 2005 | | | 3.60 | 4.58 | -0.98 | | 2004 | | | 2.65 | 5.12 | -2.47 | | 2003 | | | 5.07 | 10.43 | -5.36 | | 2002 | | | 0.75 | 0.84 | -0.09 | | 2001 | | | N/A | 1.64 | N/A | | 2000 | | | N/A | 5.52 | N/A | | 1999 | | | N/A | 5.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
EBBLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 9.08 | 18.74 | 8.61 | N/A | | 2008 | -6.42 | 5.04 | -7.01 | -24.47 | | 2007 | 1.65 | 1.23 | -1.57 | -0.39 | | 2006 | 1.52 | 0.83 | 1.36 | 1.72 | | 2005 | 0.95 | 0.47 | 1.30 | 0.83 | | 2004 | 0.77 | 0.56 | 0.44 | 0.86 | | 2003 | 0.87 | 2.26 | 0.92 | 0.94 | | 2002 | 0.70 | 0.22 | -0.61 | 0.45 | | 2001 | N/A | 1.24 | 0.06 | 0.97 | | 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 | 45 | 134 | 33.58 | | 1-Month | 100 | 134 | 74.63 | | 3-Month | 71 | 134 | 52.99 | | 6-Month | 52 | 134 | 38.81 | | 1-Year | 42 | 134 | 31.34 | | 3-Year | 29 | 88 | 32.95 | | 5-Year | 31 | 63 | 49.21 |
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