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| Morningstar Return Rating: | Average | | Year to Date Return: | 8.59% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 8.18% | |
Worst 1-Yr Total Return (2008): | -34.08% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EDIRX | Category | Diff | Index* | Diff | | Year To Date | 8.59 | 21.73 | -13.14 | 24.07 | -15.48 | | 1-Month | 4.82 | 5.16 | -0.34 | 6.00 | -1.18 | | 3-Month | 5.89 | 6.45 | -0.56 | 7.91 | -2.02 | | 1-Year | 11.52 | 24.67 | -13.15 | 25.39 | -13.87 | | 3-Year | -7.54 | -7.33 | -0.21 | -5.79 | -1.75 | | 5-Year | N/A | 0.27 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 28.35 | 47.53 | -19.18 | 45.76 | -17.41 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.17 | -16.99 | -5.18 | -18.25 | -3.92 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EDIRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.08 | -37.09 | 3.01 | | 2007 | | | 8.18 | 1.42 | 6.76 | | 2006 | | | N/A | 18.15 | N/A | | 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
EDIRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.38 | 8.22 | 12.66 | N/A | | 2008 | -8.78 | 1.44 | -14.23 | -16.93 | | 2007 | 1.77 | 5.59 | 2.46 | -1.75 | | 2006 | N/A | 1.39 | 4.68 | 8.51 | | 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 | 1267 | 1293 | 97.99 | | 1-Month | 669 | 1338 | 50.00 | | 3-Month | 877 | 1329 | 65.99 | | 6-Month | 1280 | 1320 | 96.97 | | 1-Year | 1066 | 1280 | 83.28 | | 3-Year | 475 | 1088 | 43.66 | | 5-Year | | 917 | N/A |
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0.47% Nasdaq 
Performance
