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| Morningstar Return Rating: | Above average | | Year to Date Return: | 15.68% | | 5-Year Average Return: | 2.61% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.81% | |
Worst 1-Yr Total Return (2008): | -34.47% | |
Best 3-Yr Total Return (2004-6): | 15.28% | |
Worst 3-Yr Total Return (2006-8): | -5.04% |
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| 1-Year: | -17.83% | | 3-Year: | -6.99% | | 5-Year: | 1.75% | | 10-Year: | 3.94% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EHSTX | Category | Diff | Index* | Diff | | Year To Date | 15.68 | 21.73 | -6.05 | 24.07 | -8.39 | | 1-Month | 6.14 | 5.16 | 0.98 | 6.00 | 0.14 | | 3-Month | 7.72 | 6.45 | 1.27 | 7.91 | -0.19 | | 1-Year | 17.04 | 24.67 | -7.63 | 25.39 | -8.35 | | 3-Year | -5.38 | -7.33 | 1.95 | -5.79 | 0.41 | | 5-Year | 2.61 | 0.27 | 2.34 | 0.71 | 1.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.26 | 47.53 | -9.27 | 45.76 | -7.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.27 | -16.99 | -5.28 | -18.25 | -4.02 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EHSTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.47 | -37.09 | 2.62 | | 2007 | | | 9.99 | 1.42 | 8.57 | | 2006 | | | 18.81 | 18.15 | 0.66 | | 2005 | | | 11.47 | 5.95 | 5.52 | | 2004 | | | 15.68 | 12.97 | 2.71 | | 2003 | | | 23.31 | 28.44 | -5.13 | | 2002 | | | -15.78 | -18.69 | 2.91 | | 2001 | | | 1.73 | -4.99 | 6.72 | | 2000 | | | 14.76 | 7.87 | 6.89 | | 1999 | | | 3.40 | 6.72 | -3.32 |
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| PAST QUARTERLY RETURNS (%) FOR
EHSTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.11 | 12.16 | 15.09 | N/A | | 2008 | -7.14 | 0.00 | -10.26 | -21.37 | | 2007 | 2.50 | 5.66 | 2.38 | -0.80 | | 2006 | 4.64 | 1.19 | 5.01 | 6.84 | | 2005 | 1.50 | 2.14 | 5.97 | 1.47 | | 2004 | 2.67 | 0.77 | 2.24 | 9.36 | | 2003 | -5.28 | 13.47 | 2.01 | 12.47 | | 2002 | 2.28 | -7.97 | -15.60 | 6.02 | | 2001 | -2.30 | 5.09 | -9.23 | 9.16 | | 2000 | -2.29 | 0.29 | 9.33 | 7.12 | | 1999 | N/A | N/A | N/A | 5.21 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1124 | 1293 | 86.93 | | 1-Month | 896 | 1338 | 66.97 | | 3-Month | 438 | 1329 | 32.96 | | 6-Month | 673 | 1320 | 50.98 | | 1-Year | 953 | 1280 | 74.45 | | 3-Year | 237 | 1088 | 21.78 | | 5-Year | 99 | 917 | 10.80 |
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0.51% Nasdaq 
Performance
