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| Morningstar Return Rating: | Below average | | Year to Date Return: | -3.20% | | 5-Year Average Return: | -0.95% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.30% | |
Worst 1-Yr Total Return (2008): | -35.32% | |
Best 3-Yr Total Return (2006-8): | -8.00% | |
Worst 3-Yr Total Return (2007-9): | -8.86% |
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| 1-Year: | 10.96% | | 3-Year: | -9.63% | | 5-Year: | -1.07% | | 10-Year: | 1.88% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EDSBX | Category | Diff | Index* | Diff | | Year To Date | -3.20 | -2.97 | -0.23 | -3.60 | 0.4 | | 1-Month | -3.20 | -2.97 | -0.23 | -3.60 | 0.4 | | 3-Month | 3.41 | 3.98 | -0.57 | 4.16 | -0.75 | | 1-Year | 25.59 | 32.89 | -7.3 | 33.14 | -7.55 | | 3-Year | -10.23 | -8.60 | -1.63 | -7.24 | -2.99 | | 5-Year | -0.95 | -0.19 | -0.76 | 0.18 | -1.13 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.81 | 47.48 | -4.67 | 45.76 | -2.95 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.72 | -17.06 | -3.66 | -18.25 | -2.47 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EDSBX | Category | Diff | | 2009 | | | 15.96 | 24.13 | -8.17 | | 2008 | | | -35.32 | -37.09 | 1.77 | | 2007 | | | 0.93 | 1.42 | -0.49 | | 2006 | | | 19.30 | 18.15 | 1.15 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
EDSBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.71 | 14.38 | 15.89 | 3.78 | | 2008 | -8.58 | -3.77 | -7.07 | -20.88 | | 2007 | 1.24 | 4.77 | -0.63 | -4.24 | | 2006 | 4.29 | 1.16 | 4.62 | 8.09 | | 2005 | N/A | 2.81 | 4.20 | 0.05 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 768 | 1325 | 57.96 | | 1-Month | 861 | 1325 | 64.98 | | 3-Month | 840 | 1313 | 63.98 | | 6-Month | 984 | 1296 | 75.93 | | 1-Year | 885 | 1268 | 69.79 | | 3-Year | 682 | 1104 | 61.78 | | 5-Year | | 914 | N/A |
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1.52% Nasdaq 0.00%
Performance
