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| Morningstar Return Rating: | Below average | | Year to Date Return: | 87.76% | | 5-Year Average Return: | 16.94% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 54.35% | |
Worst 1-Yr Total Return (2008): | -65.40% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | 26.99% | | 3-Year: | 2.71% | | 5-Year: | 18.94% | | 10-Year: | 10.15% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ECGIX | Category | Diff | Index* | Diff | | Year To Date | 87.76 | 66.10 | 21.66 | 29.91 | 57.85 | | 1-Month | 9.11 | 5.54 | 3.57 | 2.00 | 7.11 | | 3-Month | 14.93 | 13.38 | 1.55 | 4.58 | 10.35 | | 1-Year | 109.19 | 84.35 | 24.84 | 37.72 | 71.47 | | 3-Year | 0.94 | 7.50 | -6.56 | -5.52 | 6.46 | | 5-Year | 16.94 | 14.71 | 2.23 | 4.13 | 12.81 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 111.17 | 75.73 | 35.44 | 59.35 | 51.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -3.17 | 0.92 | -4.09 | -14.95 | 11.78 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ECGIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -65.40 | -53.50 | -11.90 | | 2007 | | | 54.35 | 47.53 | 6.82 | | 2006 | | | N/A | 45.36 | N/A | | 2005 | | | N/A | 21.30 | N/A | | 2004 | | | N/A | 13.21 | N/A | | 2003 | | | N/A | 53.64 | N/A | | 2002 | | | N/A | -8.76 | N/A | | 2001 | | | N/A | -2.63 | N/A | | 2000 | | | N/A | -25.36 | N/A | | 1999 | | | N/A | 73.61 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ECGIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.35 | 60.82 | 17.09 | N/A | | 2008 | -28.11 | -22.08 | -14.00 | -28.19 | | 2007 | -5.94 | 21.67 | 14.31 | 17.99 | | 2006 | N/A | N/A | N/A | 13.83 | | 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 | 22 | 160 | 13.75 | | 1-Month | 157 | 173 | 90.75 | | 3-Month | 80 | 171 | 46.78 | | 6-Month | 68 | 168 | 40.48 | | 1-Year | 29 | 148 | 19.59 | | 3-Year | 80 | 106 | 75.47 | | 5-Year | | 79 | N/A |
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