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| Morningstar Return Rating: | Below average | | Year to Date Return: | 8.92% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 23.52% | |
Worst 1-Yr Total Return (2008): | -33.93% | |
Best 3-Yr Total Return (2006-8): | -4.02% | |
Worst 3-Yr Total Return (2006-8): | -4.02% |
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| 1-Year: | -17.03% | | 3-Year: | -8.13% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EDIAX | Category | Diff | Index* | Diff | | Year To Date | 8.92 | 21.73 | -12.81 | 24.07 | -15.15 | | 1-Month | 4.83 | 5.16 | -0.33 | 6.00 | -1.17 | | 3-Month | 5.93 | 6.45 | -0.52 | 7.91 | -1.98 | | 1-Year | 11.89 | 24.67 | -12.78 | 25.39 | -13.5 | | 3-Year | -7.34 | -7.33 | -0.01 | -5.79 | -1.55 | | 5-Year | N/A | 0.27 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 28.72 | 47.53 | -18.81 | 45.76 | -17.04 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.91 | -16.99 | -4.92 | -18.25 | -3.66 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EDIAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.93 | -37.09 | 3.16 | | 2007 | | | 8.35 | 1.42 | 6.93 | | 2006 | | | 23.52 | 18.15 | 5.37 | | 2005 | | | N/A | 5.95 | N/A | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
EDIAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.37 | 8.47 | 12.71 | N/A | | 2008 | -8.73 | 1.49 | -14.19 | -16.88 | | 2007 | 1.64 | 5.66 | 2.62 | -1.68 | | 2006 | 7.05 | 1.46 | 4.82 | 8.50 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 | 1280 | 1293 | 98.99 | | 1-Month | 1043 | 1338 | 77.95 | | 3-Month | 890 | 1329 | 66.97 | | 6-Month | 1280 | 1320 | 96.97 | | 1-Year | 1073 | 1280 | 83.83 | | 3-Year | 473 | 1088 | 43.47 | | 5-Year | | 917 | N/A |
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