|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 5.74% | | 5-Year Average Return: | 4.86% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 6.58% | |
Worst 1-Yr Total Return (2004): | 1.05% | |
Best 3-Yr Total Return (2006-8): | 5.38% | |
Worst 3-Yr Total Return (2004-6): | 2.00% |
|
| 1-Year: | 7.65% | | 3-Year: | 5.97% | | 5-Year: | 4.47% | | 10-Year: | 4.54% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ECGOX | Category | Diff | Index* | Diff | | Year To Date | 5.74 | 4.17 | 1.57 | 7.61 | -1.87 | | 1-Month | 0.98 | 0.70 | 0.28 | 1.29 | -0.31 | | 3-Month | 1.92 | 1.51 | 0.41 | 2.86 | -0.94 | | 1-Year | 7.99 | 5.67 | 2.32 | 11.63 | -3.64 | | 3-Year | 6.16 | 5.00 | 1.16 | 6.40 | -0.24 | | 5-Year | 4.86 | 4.03 | 0.83 | 5.49 | -0.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 3.98 | 3.01 | 0.97 | 7.06 | -3.08 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.07 | 5.22 | 2.85 | 7.94 | 0.13 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ECGOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 6.58 | 4.80 | 1.78 | | 2007 | | | 6.46 | 5.87 | 0.59 | | 2006 | | | 3.15 | 3.67 | -0.52 | | 2005 | | | 1.79 | 1.26 | 0.53 | | 2004 | | | 1.05 | 1.46 | -0.41 | | 2003 | | | -1.02 | 1.45 | -2.47 | | 2002 | | | 7.00 | 6.85 | 0.15 | | 2001 | | | 8.22 | 7.26 | 0.96 | | 2000 | | | 8.04 | 8.30 | -0.26 | | 1999 | | | -0.09 | 1.49 | -1.58 |
|
| PAST QUARTERLY RETURNS (%) FOR
ECGOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.06 | 0.31 | 1.94 | N/A | | 2008 | 1.98 | -0.91 | 1.31 | 4.10 | | 2007 | 1.32 | -0.08 | 2.06 | 3.03 | | 2006 | 0.18 | -0.04 | 2.50 | 0.49 | | 2005 | 0.09 | 1.63 | -0.48 | 0.55 | | 2004 | 1.01 | -1.09 | 1.07 | 0.07 | | 2003 | -0.01 | 0.73 | -1.15 | -0.59 | | 2002 | -0.44 | 3.11 | 3.49 | 0.72 | | 2001 | 2.75 | 1.12 | 4.52 | -0.35 | | 2000 | 0.71 | 1.50 | 2.64 | 2.99 | | 1999 | N/A | N/A | N/A | 0.17 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 44 | 158 | 27.85 | | 1-Month | 17 | 162 | 10.49 | | 3-Month | 34 | 162 | 20.99 | | 6-Month | 45 | 161 | 27.95 | | 1-Year | 32 | 156 | 20.51 | | 3-Year | 19 | 149 | 12.75 | | 5-Year | 17 | 144 | 11.81 |
|
|
|
|
|