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| Morningstar Return Rating: | Below average | | Year to Date Return: | 20.85% | | 5-Year Average Return: | 0.19% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2005): | 6.28% | |
Worst 1-Yr Total Return (2008): | -21.97% | |
Best 3-Yr Total Return (2004-6): | 5.88% | |
Worst 3-Yr Total Return (2006-8): | -8.04% |
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| 1-Year: | -3.43% | | 3-Year: | -4.50% | | 5-Year: | -0.37% | | 10-Year: | 2.07% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EFHAX | Category | Diff | Index* | Diff | | Year To Date | 20.85 | 29.02 | -8.17 | 12.53 | 8.32 | | 1-Month | 0.22 | -0.32 | 0.54 | 0.83 | -0.61 | | 3-Month | 3.66 | 5.60 | -1.94 | 2.25 | 1.41 | | 1-Year | 11.79 | 19.35 | -7.56 | 14.17 | -2.38 | | 3-Year | -3.90 | -2.41 | -1.49 | 4.17 | -8.07 | | 5-Year | 0.19 | 1.50 | -1.31 | 4.50 | -4.31 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 15.79 | 22.91 | -7.12 | 9.40 | 6.39 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.61 | -6.58 | -1.03 | 5.67 | -13.28 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EFHAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.97 | -25.27 | 3.30 | | 2007 | | | -5.62 | -3.31 | -2.31 | | 2006 | | | 5.61 | 7.14 | -1.53 | | 2005 | | | 6.28 | 6.35 | -0.07 | | 2004 | | | 5.74 | 6.57 | -0.83 | | 2003 | | | 4.14 | 7.01 | -2.87 | | 2002 | | | 5.08 | 6.29 | -1.21 | | 2001 | | | 5.07 | 5.41 | -0.34 | | 2000 | | | 7.01 | 5.54 | 1.47 | | 1999 | | | -4.08 | -3.71 | -0.37 |
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| PAST QUARTERLY RETURNS (%) FOR
EFHAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.63 | 6.12 | 9.22 | N/A | | 2008 | -1.67 | -0.33 | -3.86 | -17.19 | | 2007 | 1.03 | -0.50 | -2.95 | -3.27 | | 2006 | 0.75 | 0.16 | 3.17 | 1.44 | | 2005 | 1.11 | 3.02 | 0.72 | 1.32 | | 2004 | 1.84 | -0.94 | 2.95 | 1.82 | | 2003 | 1.00 | 1.60 | -0.19 | 1.68 | | 2002 | 0.80 | 2.11 | 2.21 | -0.11 | | 2001 | 1.83 | 1.45 | 1.74 | -0.03 | | 2000 | 0.95 | 0.70 | 2.62 | 2.58 | | 1999 | N/A | N/A | N/A | -2.14 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 143 | 151 | 94.70 | | 1-Month | 151 | 153 | 98.69 | | 3-Month | 142 | 153 | 92.81 | | 6-Month | 140 | 151 | 92.72 | | 1-Year | 113 | 149 | 75.84 | | 3-Year | 73 | 130 | 56.15 | | 5-Year | 64 | 108 | 59.26 |
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