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| Morningstar Return Rating: | Below average | | Year to Date Return: | 40.03% | | 5-Year Average Return: | -0.44% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 9.76% | |
Worst 1-Yr Total Return (2008): | -37.48% | |
Best 3-Yr Total Return (2004-6): | 6.82% | |
Worst 3-Yr Total Return (2006-8): | -13.44% |
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| 1-Year: | 4.33% | | 3-Year: | -4.15% | | 5-Year: | 0.86% | | 10-Year: | 2.65% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ECHYX | Category | Diff | Index* | Diff | | Year To Date | 40.03 | 29.02 | 11.01 | 12.53 | 27.5 | | 1-Month | -0.66 | -0.32 | -0.34 | 0.83 | -1.49 | | 3-Month | 5.52 | 5.60 | -0.08 | 2.25 | 3.27 | | 1-Year | 24.29 | 19.35 | 4.94 | 14.17 | 10.12 | | 3-Year | -6.18 | -2.41 | -3.77 | 4.17 | -10.35 | | 5-Year | -0.44 | 1.50 | -1.94 | 4.50 | -4.94 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 26.83 | 22.91 | 3.92 | 9.40 | 17.43 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.51 | -6.58 | -5.93 | 5.67 | -18.18 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ECHYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.48 | -25.27 | -12.21 | | 2007 | | | -5.51 | -3.31 | -2.20 | | 2006 | | | 9.76 | 7.14 | 2.62 | | 2005 | | | 6.20 | 6.35 | -0.15 | | 2004 | | | 4.55 | 6.57 | -2.02 | | 2003 | | | 9.34 | 7.01 | 2.33 | | 2002 | | | 8.28 | 6.29 | 1.99 | | 2001 | | | 4.02 | 5.41 | -1.39 | | 2000 | | | 4.01 | 5.54 | -1.53 | | 1999 | | | -7.14 | -3.71 | -3.43 |
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| PAST QUARTERLY RETURNS (%) FOR
ECHYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 11.58 | 12.40 | 16.54 | N/A | | 2008 | -5.62 | 0.74 | -8.75 | -27.94 | | 2007 | 0.53 | -0.87 | -1.90 | -3.35 | | 2006 | 3.09 | 0.56 | 3.82 | 1.98 | | 2005 | 1.13 | 2.74 | 0.86 | 1.35 | | 2004 | 1.43 | -2.64 | 2.11 | 3.68 | | 2003 | -1.21 | 5.69 | 2.24 | 2.43 | | 2002 | 0.94 | 2.52 | 3.86 | 0.75 | | 2001 | 2.20 | 0.71 | 1.75 | -0.66 | | 2000 | 0.57 | -0.47 | 2.71 | 1.17 | | 1999 | N/A | N/A | N/A | -3.66 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 9 | 151 | 5.96 | | 1-Month | 9 | 153 | 5.88 | | 3-Month | 61 | 153 | 39.87 | | 6-Month | 86 | 151 | 56.95 | | 1-Year | 4 | 149 | 2.68 | | 3-Year | 81 | 130 | 62.31 | | 5-Year | 65 | 108 | 60.19 |
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