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| Morningstar Return Rating: | | | Year to Date Return: | 25.94% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 14.10% | |
Worst 1-Yr Total Return (2008): | -39.53% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -5.94% | | 3-Year: | N/A | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EEACX | Category | Diff | Index* | Diff | | Year To Date | 25.94 | 25.10 | 0.84 | 24.07 | 1.87 | | 1-Month | 4.83 | 5.28 | -0.45 | 6.00 | -1.17 | | 3-Month | 6.36 | 7.01 | -0.65 | 7.91 | -1.55 | | 1-Year | 30.28 | 28.01 | 2.27 | 25.39 | 4.89 | | 3-Year | N/A | -5.87 | N/A | -5.79 | N/A | | 5-Year | N/A | 0.64 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.32 | 46.08 | 0.24 | 45.76 | 0.56 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.53 | -17.41 | -3.12 | -18.25 | -2.28 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EEACX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.53 | -37.79 | -1.74 | | 2007 | | | 14.10 | 6.16 | 7.94 | | 2006 | | | N/A | 14.17 | N/A | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
EEACX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.84 | 16.22 | 17.10 | N/A | | 2008 | -8.76 | 2.59 | -15.64 | -23.42 | | 2007 | 1.70 | 7.28 | 3.85 | 0.71 | | 2006 | N/A | N/A | N/A | N/A | | 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 | 707 | 2021 | 34.98 | | 1-Month | 1394 | 2113 | 65.97 | | 3-Month | 1756 | 2091 | 83.98 | | 6-Month | 1155 | 2064 | 55.96 | | 1-Year | 522 | 2011 | 25.96 | | 3-Year | | 1707 | N/A | | 5-Year | | 1360 | N/A |
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