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| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.21% | | 5-Year Average Return: | 0.50% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.27% | |
Worst 1-Yr Total Return (2008): | -34.88% | |
Best 3-Yr Total Return (2006-8): | -7.29% | |
Worst 3-Yr Total Return (2006-8): | -7.29% |
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| 1-Year: | -16.06% | | 3-Year: | -8.73% | | 5-Year: | 0.10% | | 10-Year: | 2.26% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EDSAX | Category | Diff | Index* | Diff | | Year To Date | 15.21 | 21.73 | -6.52 | 24.07 | -8.86 | | 1-Month | 5.38 | 5.16 | 0.22 | 6.00 | -0.62 | | 3-Month | 6.05 | 6.45 | -0.4 | 7.91 | -1.86 | | 1-Year | 17.54 | 24.67 | -7.13 | 25.39 | -7.85 | | 3-Year | -7.91 | -7.33 | -0.58 | -5.79 | -2.12 | | 5-Year | 0.50 | 0.27 | 0.23 | 0.71 | -0.21 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.52 | 47.53 | -4.01 | 45.76 | -2.24 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.13 | -16.99 | -3.14 | -18.25 | -1.88 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EDSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.88 | -37.09 | 2.21 | | 2007 | | | 1.75 | 1.42 | 0.33 | | 2006 | | | 20.27 | 18.15 | 2.12 | | 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
EDSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.47 | 14.51 | 16.14 | N/A | | 2008 | -8.48 | -3.57 | -6.85 | -20.78 | | 2007 | 1.43 | 4.99 | -0.43 | -4.04 | | 2006 | 4.45 | 1.45 | 4.80 | 8.31 | | 2005 | N/A | 2.88 | 4.58 | 0.18 | | 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 | 1111 | 1293 | 85.92 | | 1-Month | 816 | 1338 | 60.99 | | 3-Month | 890 | 1329 | 66.97 | | 6-Month | 990 | 1320 | 75.00 | | 1-Year | 877 | 1280 | 68.52 | | 3-Year | 560 | 1088 | 51.47 | | 5-Year | | 917 | N/A |
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0.22% Nasdaq 
0.07 (0.62%) 
Performance
