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| Morningstar Return Rating: | Average | | Year to Date Return: | 31.15% | | 5-Year Average Return: | 0.80% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 14.16% | |
Worst 1-Yr Total Return (2008): | -40.93% | |
Best 3-Yr Total Return (2004-6): | 10.81% | |
Worst 3-Yr Total Return (2006-8): | -10.52% |
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| 1-Year: | -4.02% | | 3-Year: | -3.90% | | 5-Year: | 2.00% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ECAAX | Category | Diff | Index* | Diff | | Year To Date | 31.15 | 31.20 | -0.05 | 24.07 | 7.08 | | 1-Month | 4.68 | 5.67 | -0.99 | 6.00 | -1.32 | | 3-Month | 7.20 | 8.18 | -0.98 | 7.91 | -0.71 | | 1-Year | 35.05 | 34.04 | 1.01 | 25.39 | 9.66 | | 3-Year | -5.35 | -3.89 | -1.46 | -5.79 | 0.44 | | 5-Year | 0.80 | 1.25 | -0.45 | 0.71 | 0.09 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.93 | 43.84 | 8.09 | 45.76 | 6.17 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.97 | -18.03 | -0.94 | -18.25 | -0.72 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ECAAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.93 | -40.67 | -0.26 | | 2007 | | | 8.21 | 13.35 | -5.14 | | 2006 | | | 12.10 | 7.05 | 5.05 | | 2005 | | | 6.32 | 6.71 | -0.39 | | 2004 | | | 14.16 | 7.81 | 6.35 | | 2003 | | | 30.72 | 28.66 | 2.06 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
ECAAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.58 | 19.63 | 17.75 | N/A | | 2008 | -9.41 | 0.71 | -13.96 | -24.75 | | 2007 | 2.94 | 5.91 | 1.26 | -1.99 | | 2006 | 5.99 | -4.15 | 2.34 | 7.82 | | 2005 | -3.09 | 1.25 | 5.54 | 2.68 | | 2004 | 3.77 | 0.74 | -2.95 | 12.52 | | 2003 | -4.04 | 16.00 | 4.43 | 12.44 | | 2002 | N/A | N/A | N/A | 5.94 | | 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 | 818 | 1818 | 44.99 | | 1-Month | 1124 | 1906 | 58.97 | | 3-Month | 1523 | 1904 | 79.99 | | 6-Month | 634 | 1866 | 33.98 | | 1-Year | 619 | 1815 | 34.10 | | 3-Year | 949 | 1537 | 61.74 | | 5-Year | 626 | 1273 | 49.18 |
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0.01% Nasdaq 
Performance
