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| Morningstar Return Rating: | Above average | | Year to Date Return: | 11.13% | | 5-Year Average Return: | 6.52% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 28.83% | |
Worst 1-Yr Total Return (2008): | -37.41% | |
Best 3-Yr Total Return (2006-8): | -0.20% | |
Worst 3-Yr Total Return (2006-8): | -0.20% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EIUTX | Category | Diff | Index* | Diff | | Year To Date | 11.13 | 25.10 | -13.97 | 24.07 | -12.94 | | 1-Month | 5.95 | 5.28 | 0.67 | 6.00 | -0.05 | | 3-Month | 6.33 | 7.01 | -0.68 | 7.91 | -1.58 | | 1-Year | 13.73 | 28.01 | -14.28 | 25.39 | -11.66 | | 3-Year | -4.35 | -5.87 | 1.52 | -5.79 | 1.44 | | 5-Year | 6.52 | 0.64 | 5.88 | 0.71 | 5.81 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.88 | 46.08 | -13.2 | 45.76 | -12.88 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.92 | -17.41 | -7.51 | -18.25 | -6.67 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EIUTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.41 | -37.79 | 0.38 | | 2007 | | | 23.25 | 6.16 | 17.09 | | 2006 | | | 28.83 | 14.17 | 14.66 | | 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
EIUTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.89 | 10.16 | 14.60 | N/A | | 2008 | -9.61 | 4.62 | -20.39 | -16.87 | | 2007 | 6.78 | 6.09 | 3.22 | 5.40 | | 2006 | 4.85 | 2.85 | 7.12 | 11.53 | | 2005 | N/A | N/A | 11.85 | -2.67 | | 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 | 1980 | 2021 | 97.97 | | 1-Month | 1225 | 2113 | 57.97 | | 3-Month | 1421 | 2091 | 67.96 | | 6-Month | 1444 | 2064 | 69.96 | | 1-Year | 1694 | 2011 | 84.24 | | 3-Year | 436 | 1707 | 25.54 | | 5-Year | | 1360 | N/A |
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0.20% Nasdaq 
Performance
