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| Morningstar Return Rating: | Below average | | Year to Date Return: | 58.54% | | 5-Year Average Return: | 3.17% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.99% | |
Worst 1-Yr Total Return (2008): | -37.22% | |
Best 3-Yr Total Return (2004-6): | 8.31% | |
Worst 3-Yr Total Return (2006-8): | -11.13% |
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| 1-Year: | 7.58% | | 3-Year: | 0.21% | | 5-Year: | 3.24% | | 10-Year: | 3.32% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ECHIX | Category | Diff | Index* | Diff | | Year To Date | 58.54 | 42.53 | 16.01 | 7.61 | 50.93 | | 1-Month | 1.51 | 1.09 | 0.42 | 1.29 | 0.22 | | 3-Month | 8.85 | 7.76 | 1.09 | 2.86 | 5.99 | | 1-Year | 57.05 | 48.90 | 8.15 | 11.63 | 45.42 | | 3-Year | 0.41 | 2.47 | -2.06 | 6.40 | -5.99 | | 5-Year | 3.17 | 4.02 | -0.85 | 5.49 | -2.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.50 | 35.54 | 11.96 | 7.06 | 40.44 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.02 | 0.71 | -4.73 | 7.94 | -11.96 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ECHIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.22 | -26.41 | -10.81 | | 2007 | | | 0.72 | 1.47 | -0.75 | | 2006 | | | 10.99 | 10.14 | 0.85 | | 2005 | | | 3.20 | 2.59 | 0.61 | | 2004 | | | 10.93 | 9.99 | 0.94 | | 2003 | | | 30.16 | 24.36 | 5.80 | | 2002 | | | -1.97 | -1.52 | -0.45 | | 2001 | | | -2.00 | 2.39 | -4.39 | | 2000 | | | -13.95 | -7.12 | -6.83 | | 1999 | | | 11.09 | 5.05 | 6.04 |
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| PAST QUARTERLY RETURNS (%) FOR
ECHIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.16 | 26.11 | 15.64 | N/A | | 2008 | -4.81 | 3.06 | -9.59 | -29.22 | | 2007 | 2.51 | 0.61 | -1.23 | -1.11 | | 2006 | 3.18 | 0.82 | 2.82 | 3.76 | | 2005 | -1.11 | 1.70 | 1.98 | 0.62 | | 2004 | 1.98 | 0.29 | 2.73 | 5.58 | | 2003 | 6.06 | 10.11 | 3.93 | 7.24 | | 2002 | 0.08 | -4.48 | -2.66 | 5.35 | | 2001 | 3.22 | -4.45 | -6.79 | 6.60 | | 2000 | 1.31 | -1.61 | -2.82 | -11.17 | | 1999 | N/A | N/A | N/A | 4.57 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 38 | 543 | 7.00 | | 1-Month | 166 | 574 | 28.92 | | 3-Month | 62 | 571 | 10.86 | | 6-Month | 44 | 559 | 7.87 | | 1-Year | 28 | 543 | 5.16 | | 3-Year | 365 | 467 | 78.16 | | 5-Year | 295 | 403 | 73.20 |
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0.11% Nasdaq 
0.01%
Performance
