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| Morningstar Return Rating: | Below average | | Year to Date Return: | 25.69% | | 5-Year Average Return: | 0.68% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 25.75% | |
Worst 1-Yr Total Return (2008): | -51.90% | |
Best 3-Yr Total Return (2005-7): | 15.27% | |
Worst 3-Yr Total Return (2006-8): | -10.21% |
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| 1-Year: | -9.12% | | 3-Year: | -3.88% | | 5-Year: | 2.03% | | 10-Year: | 0.07% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ECIAX | Category | Diff | Index* | Diff | | Year To Date | 25.69 | 25.91 | -0.22 | 27.36 | -1.67 | | 1-Month | -4.27 | -2.31 | -1.96 | -1.25 | -3.02 | | 3-Month | 3.97 | 5.52 | -1.55 | 8.10 | -4.13 | | 1-Year | 14.96 | 22.45 | -7.49 | 27.71 | -12.75 | | 3-Year | -6.90 | -5.03 | -1.87 | -5.22 | -1.68 | | 5-Year | 0.68 | 3.41 | -2.73 | 5.10 | -4.42 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.82 | 50.04 | 4.78 | 59.35 | -4.53 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -30.43 | -12.42 | -18.01 | -14.95 | -15.48 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ECIAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -51.90 | -41.91 | -9.99 | | 2007 | | | 25.75 | 11.28 | 14.47 | | 2006 | | | 19.69 | 19.72 | -0.03 | | 2005 | | | 1.77 | 11.61 | -9.84 | | 2004 | | | 12.11 | 15.27 | -3.16 | | 2003 | | | 28.37 | 34.49 | -6.12 | | 2002 | | | -21.58 | -19.36 | -2.22 | | 2001 | | | -21.43 | -17.51 | -3.92 | | 2000 | | | -17.79 | -9.14 | -8.65 | | 1999 | | | 82.33 | 41.13 | 41.20 |
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| PAST QUARTERLY RETURNS (%) FOR
ECIAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.40 | 22.52 | 19.60 | N/A | | 2008 | -12.23 | 10.13 | -28.84 | -30.08 | | 2007 | 3.12 | 10.90 | 7.38 | 2.41 | | 2006 | 9.59 | -4.58 | 2.34 | 11.85 | | 2005 | -5.17 | -0.62 | 6.05 | 1.83 | | 2004 | 2.79 | 0.50 | -5.05 | 14.30 | | 2003 | -7.35 | 18.51 | 4.46 | 11.91 | | 2002 | 0.96 | -12.59 | -14.74 | 4.22 | | 2001 | -16.90 | 1.89 | -17.83 | 12.94 | | 2000 | 9.61 | -9.50 | -6.47 | -11.38 | | 1999 | N/A | N/A | N/A | 42.80 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 283 | 767 | 36.90 | | 1-Month | 768 | 844 | 91.00 | | 3-Month | 664 | 830 | 80.00 | | 6-Month | 503 | 787 | 63.91 | | 1-Year | 379 | 741 | 51.15 | | 3-Year | 281 | 530 | 53.02 | | 5-Year | 266 | 434 | 61.29 |
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0.01% Nasdaq 
0.22%
Performance
