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| Morningstar Return Rating: | Average | | Year to Date Return: | 31.17% | | 5-Year Average Return: | 1.72% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 11.77% | |
Worst 1-Yr Total Return (2008): | -38.56% | |
Best 3-Yr Total Return (2005-7): | 9.69% | |
Worst 3-Yr Total Return (2006-8): | -8.47% |
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| 1-Year: | -0.84% | | 3-Year: | -2.71% | | 5-Year: | 2.06% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ECLCX | Category | Diff | Index* | Diff | | Year To Date | 31.17 | 31.20 | -0.03 | 24.07 | 7.1 | | 1-Month | 6.13 | 5.67 | 0.46 | 6.00 | 0.13 | | 3-Month | 8.54 | 8.18 | 0.36 | 7.91 | 0.63 | | 1-Year | 34.21 | 34.04 | 0.17 | 25.39 | 8.82 | | 3-Year | -3.30 | -3.89 | 0.59 | -5.79 | 2.49 | | 5-Year | 1.72 | 1.25 | 0.47 | 0.71 | 1.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.23 | 43.84 | 0.39 | 45.76 | -1.53 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.59 | -18.03 | 2.44 | -18.25 | 2.66 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ECLCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.56 | -40.67 | 2.11 | | 2007 | | | 11.77 | 13.35 | -1.58 | | 2006 | | | 11.67 | 7.05 | 4.62 | | 2005 | | | 5.74 | 6.71 | -0.97 | | 2004 | | | 9.49 | 7.81 | 1.68 | | 2003 | | | 22.58 | 28.66 | -6.08 | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ECLCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.54 | 14.68 | 14.49 | N/A | | 2008 | -10.17 | -1.08 | -12.58 | -20.92 | | 2007 | -0.33 | 6.62 | 4.20 | 0.94 | | 2006 | 4.59 | -3.62 | 4.62 | 5.88 | | 2005 | -3.07 | 1.24 | 6.25 | 1.41 | | 2004 | 1.87 | 2.64 | -2.88 | 7.82 | | 2003 | -4.00 | 12.70 | 1.39 | 11.75 | | 2002 | N/A | N/A | N/A | 6.72 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 836 | 1818 | 45.98 | | 1-Month | 495 | 1906 | 25.97 | | 3-Month | 894 | 1904 | 46.95 | | 6-Month | 895 | 1866 | 47.96 | | 1-Year | 715 | 1815 | 39.39 | | 3-Year | 525 | 1537 | 34.16 | | 5-Year | 355 | 1273 | 27.89 |
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