|
| Morningstar Return Rating: | Average | | Year to Date Return: | 31.47% | | 5-Year Average Return: | 1.77% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 11.70% | |
Worst 1-Yr Total Return (2008): | -38.53% | |
Best 3-Yr Total Return (2005-7): | 9.67% | |
Worst 3-Yr Total Return (2006-8): | -8.47% |
|
| 1-Year: | -4.61% | | 3-Year: | -3.91% | | 5-Year: | 1.73% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EBLCX | Category | Diff | Index* | Diff | | Year To Date | 31.47 | 31.20 | 0.27 | 24.07 | 7.4 | | 1-Month | 6.11 | 5.67 | 0.44 | 6.00 | 0.11 | | 3-Month | 8.52 | 8.18 | 0.34 | 7.91 | 0.61 | | 1-Year | 34.51 | 34.04 | 0.47 | 25.39 | 9.12 | | 3-Year | -3.22 | -3.89 | 0.67 | -5.79 | 2.57 | | 5-Year | 1.77 | 1.25 | 0.52 | 0.71 | 1.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.41 | 43.84 | 0.57 | 45.76 | -1.35 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.38 | -18.03 | 2.65 | -18.25 | 2.87 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EBLCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.53 | -40.67 | 2.14 | | 2007 | | | 11.70 | 13.35 | -1.65 | | 2006 | | | 11.67 | 7.05 | 4.62 | | 2005 | | | 5.74 | 6.71 | -0.97 | | 2004 | | | 9.58 | 7.81 | 1.77 | | 2003 | | | 22.60 | 28.66 | -6.06 | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
EBLCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.44 | 14.77 | 14.55 | N/A | | 2008 | -10.18 | -1.01 | -12.58 | -20.92 | | 2007 | -0.33 | 6.62 | 4.20 | 0.88 | | 2006 | 4.59 | -3.62 | 4.62 | 5.88 | | 2005 | -3.07 | 1.24 | 6.25 | 1.41 | | 2004 | 1.96 | 2.64 | -2.88 | 7.82 | | 2003 | -3.90 | 12.59 | 1.39 | 11.76 | | 2002 | N/A | N/A | N/A | 6.61 | | 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 | 781 | 1818 | 42.96 | | 1-Month | 495 | 1906 | 25.97 | | 3-Month | 913 | 1904 | 47.95 | | 6-Month | 914 | 1866 | 48.98 | | 1-Year | 692 | 1815 | 38.13 | | 3-Year | 510 | 1537 | 33.18 | | 5-Year | 347 | 1273 | 27.26 |
|
|
|
|
|