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| Morningstar Return Rating: | Below average | | Year to Date Return: | 14.31% | | 5-Year Average Return: | -0.28% | | Number of Years Up: | 2 | | 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 (2006-8): | -8.00% |
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| 1-Year: | -15.84% | | 3-Year: | -8.37% | | 5-Year: | 0.12% | | 10-Year: | 2.08% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EDSBX | Category | Diff | Index* | Diff | | Year To Date | 14.31 | 21.73 | -7.42 | 24.07 | -9.76 | | 1-Month | 5.32 | 5.16 | 0.16 | 6.00 | -0.68 | | 3-Month | 5.79 | 6.45 | -0.66 | 7.91 | -2.12 | | 1-Year | 16.52 | 24.67 | -8.15 | 25.39 | -8.87 | | 3-Year | -8.62 | -7.33 | -1.29 | -5.79 | -2.83 | | 5-Year | -0.28 | 0.27 | -0.55 | 0.71 | -0.99 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.81 | 47.53 | -4.72 | 45.76 | -2.95 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.72 | -16.99 | -3.73 | -18.25 | -2.47 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EDSBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
EDSBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.71 | 14.38 | 15.89 | N/A | | 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 | | 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 | 1150 | 1293 | 88.94 | | 1-Month | 829 | 1338 | 61.96 | | 3-Month | 956 | 1329 | 71.93 | | 6-Month | 1069 | 1320 | 80.98 | | 1-Year | 928 | 1280 | 72.50 | | 3-Year | 679 | 1088 | 62.41 | | 5-Year | | 917 | N/A |
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0.20% Nasdaq 
Performance
