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| Morningstar Return Rating: | Low | | Year to Date Return: | 24.52% | | 5-Year Average Return: | 2.05% | | Number of Years Up: | 0 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | -0.49% | |
Worst 1-Yr Total Return (2008): | -19.56% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | 12.68% | | 3-Year: | 1.27% | | 5-Year: | 2.62% | | 10-Year: | 3.96% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ECARX | Category | Diff | Index* | Diff | | Year To Date | 24.52 | 10.18 | 14.34 | 11.61 | 12.91 | | 1-Month | -2.52 | -1.87 | -0.65 | -2.10 | -0.42 | | 3-Month | 5.09 | 2.32 | 2.77 | 3.15 | 1.94 | | 1-Year | 14.67 | 11.23 | 3.44 | 13.60 | 1.07 | | 3-Year | 0.15 | 3.24 | -3.09 | 4.17 | -4.02 | | 5-Year | 2.05 | 3.05 | -1 | 4.15 | -2.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 14.21 | 7.93 | 6.28 | 9.40 | 4.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.80 | 4.52 | -3.72 | 5.67 | -4.87 |
|
| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ECARX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -19.56 | -2.81 | -16.75 | | 2007 | | | -0.49 | 2.05 | -2.54 | | 2006 | | | N/A | 3.77 | N/A | | 2005 | | | N/A | 2.08 | N/A | | 2004 | | | N/A | 2.88 | N/A | | 2003 | | | N/A | 4.03 | N/A | | 2002 | | | N/A | 8.12 | N/A | | 2001 | | | N/A | 4.37 | N/A | | 2000 | | | N/A | 9.62 | N/A | | 1999 | | | N/A | -2.66 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ECARX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 10.50 | 5.88 | 9.19 | N/A | | 2008 | -4.47 | 1.47 | -6.74 | -11.01 | | 2007 | 0.59 | -1.09 | 0.76 | -0.73 | | 2006 | N/A | N/A | 3.51 | 1.56 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 | 2 | 257 | 0.78 | | 1-Month | 246 | 257 | 95.72 | | 3-Month | 10 | 257 | 3.89 | | 6-Month | 7 | 257 | 2.72 | | 1-Year | 6 | 256 | 2.34 | | 3-Year | 182 | 247 | 73.68 | | 5-Year | | 237 | N/A |
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0.50% Nasdaq 
Performance
