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| Morningstar Return Rating: | Below average | | Year to Date Return: | 18.15% | | 5-Year Average Return: | 1.02% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.77% | |
Worst 1-Yr Total Return (2008): | -40.61% | |
Best 3-Yr Total Return (2005-7): | 11.38% | |
Worst 3-Yr Total Return (2006-8): | -8.56% |
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| 1-Year: | -5.01% | | 3-Year: | -5.84% | | 5-Year: | 1.82% | | 10-Year: | -1.12% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ECGLX | Category | Diff | Index* | Diff | | Year To Date | 18.15 | 25.91 | -7.76 | 27.36 | -9.21 | | 1-Month | -2.12 | -2.31 | 0.19 | -1.25 | -0.87 | | 3-Month | 5.15 | 5.52 | -0.37 | 8.10 | -2.95 | | 1-Year | 15.63 | 22.45 | -6.82 | 27.71 | -12.08 | | 3-Year | -7.54 | -5.03 | -2.51 | -5.22 | -2.32 | | 5-Year | 1.02 | 3.41 | -2.39 | 5.10 | -4.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.70 | 50.04 | -1.34 | 59.35 | -10.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.30 | -12.42 | -5.88 | -14.95 | -3.35 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ECGLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.61 | -41.91 | 1.30 | | 2007 | | | 7.47 | 11.28 | -3.81 | | 2006 | | | 19.77 | 19.72 | 0.05 | | 2005 | | | 7.35 | 11.61 | -4.26 | | 2004 | | | 6.90 | 15.27 | -8.37 | | 2003 | | | 21.93 | 34.49 | -12.56 | | 2002 | | | -21.72 | -19.36 | -2.36 | | 2001 | | | -15.61 | -17.51 | 1.90 | | 2000 | | | -10.05 | -9.14 | -0.91 | | 1999 | | | 22.58 | 41.13 | -18.55 |
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| PAST QUARTERLY RETURNS (%) FOR
ECGLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.25 | 19.13 | 16.81 | N/A | | 2008 | -9.22 | -2.24 | -15.77 | -20.54 | | 2007 | 3.11 | 6.88 | 0.94 | -3.39 | | 2006 | 6.65 | -0.66 | 4.35 | 8.34 | | 2005 | -1.17 | -0.42 | 7.54 | 1.43 | | 2004 | 1.10 | -2.69 | -1.64 | 10.47 | | 2003 | -7.43 | 13.93 | 2.72 | 12.56 | | 2002 | 0.70 | -6.54 | -18.24 | 1.73 | | 2001 | -13.54 | 3.08 | -13.74 | 9.77 | | 2000 | -2.79 | -3.28 | 0.38 | -4.69 | | 1999 | N/A | N/A | N/A | 16.46 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 628 | 767 | 81.88 | | 1-Month | 396 | 844 | 46.92 | | 3-Month | 581 | 830 | 70.00 | | 6-Month | 464 | 787 | 58.96 | | 1-Year | 477 | 741 | 64.37 | | 3-Year | 306 | 530 | 57.74 | | 5-Year | 267 | 434 | 61.52 |
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1.23% Nasdaq 0.00%
Performance
