|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 20.04% | | 5-Year Average Return: | -0.55% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2005): | 5.54% | |
Worst 1-Yr Total Return (2008): | -22.56% | |
Best 3-Yr Total Return (2004-6): | 5.13% | |
Worst 3-Yr Total Return (2006-8): | -8.72% |
|
| 1-Year: | -4.11% | | 3-Year: | -4.50% | | 5-Year: | -0.45% | | 10-Year: | 1.82% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EFHBX | Category | Diff | Index* | Diff | | Year To Date | 20.04 | 29.02 | -8.98 | 12.53 | 7.51 | | 1-Month | 0.16 | -0.32 | 0.48 | 0.83 | -0.67 | | 3-Month | 3.46 | 5.60 | -2.14 | 2.25 | 1.21 | | 1-Year | 10.97 | 19.35 | -8.38 | 14.17 | -3.2 | | 3-Year | -4.62 | -2.41 | -2.21 | 4.17 | -8.79 | | 5-Year | -0.55 | 1.50 | -2.05 | 4.50 | -5.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 15.29 | 22.91 | -7.62 | 9.40 | 5.89 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.31 | -6.58 | -1.73 | 5.67 | -13.98 |
|
| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EFHBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -22.56 | -25.27 | 2.71 | | 2007 | | | -6.33 | -3.31 | -3.02 | | 2006 | | | 4.85 | 7.14 | -2.29 | | 2005 | | | 5.54 | 6.35 | -0.81 | | 2004 | | | 5.00 | 6.57 | -1.57 | | 2003 | | | 3.40 | 7.01 | -3.61 | | 2002 | | | 4.30 | 6.29 | -1.99 | | 2001 | | | 4.28 | 5.41 | -1.13 | | 2000 | | | 6.21 | 5.54 | 0.67 | | 1999 | | | -4.80 | -3.71 | -1.09 |
|
| PAST QUARTERLY RETURNS (%) FOR
EFHBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.44 | 5.92 | 9.02 | N/A | | 2008 | -1.86 | -0.51 | -4.04 | -17.35 | | 2007 | 0.85 | -0.69 | -3.13 | -3.45 | | 2006 | 0.58 | -0.01 | 2.98 | 1.25 | | 2005 | 0.93 | 2.84 | 0.54 | 1.14 | | 2004 | 1.66 | -1.11 | 2.77 | 1.64 | | 2003 | 0.82 | 1.42 | -0.36 | 1.50 | | 2002 | 0.61 | 1.92 | 2.02 | -0.30 | | 2001 | 1.65 | 1.26 | 1.54 | -0.22 | | 2000 | 0.76 | 0.51 | 2.43 | 2.39 | | 1999 | N/A | N/A | N/A | -2.33 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 147 | 151 | 97.35 | | 1-Month | 153 | 153 | 100.00 | | 3-Month | 146 | 153 | 95.42 | | 6-Month | 144 | 151 | 95.36 | | 1-Year | 116 | 149 | 77.85 | | 3-Year | 78 | 130 | 60.00 | | 5-Year | 69 | 108 | 63.89 |
|
|
|
|
|
0.51% Nasdaq 
Performance
