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| Morningstar Return Rating: | Low | | Year to Date Return: | -3.32% | | 5-Year Average Return: | -2.25% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 40.17% | |
Worst 1-Yr Total Return (2008): | -45.61% | |
Best 3-Yr Total Return (2005-7): | 6.08% | |
Worst 3-Yr Total Return (2006-8): | -14.53% |
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| 1-Year: | 39.17% | | 3-Year: | -6.98% | | 5-Year: | -1.86% | | 10-Year: | -0.99% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EKBCX | Category | Diff | Index* | Diff | | Year To Date | -3.32 | -1.95 | -1.37 | N/A | N/A | | 1-Month | -3.32 | -1.95 | -1.37 | N/A | N/A | | 3-Month | 3.58 | 3.10 | 0.48 | N/A | N/A | | 1-Year | 32.31 | 27.80 | 4.51 | N/A | N/A | | 3-Year | -8.28 | -2.95 | -5.33 | N/A | N/A | | 5-Year | -2.25 | 1.92 | -4.17 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.59 | 33.97 | 2.62 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.74 | -9.11 | -15.63 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EKBCX | Category | Diff | | 2009 | | | 40.17 | 24.13 | 16.04 | | 2008 | | | -45.61 | -28.00 | -17.61 | | 2007 | | | 5.58 | 5.99 | -0.41 | | 2006 | | | 8.73 | 11.29 | -2.56 | | 2005 | | | 4.00 | 5.13 | -1.13 | | 2004 | | | 5.44 | 8.86 | -3.42 | | 2003 | | | 16.53 | 20.35 | -3.82 | | 2002 | | | -11.19 | -12.02 | 0.83 | | 2001 | | | -7.26 | -5.05 | -2.21 | | 2000 | | | -1.71 | 1.82 | -3.53 |
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| PAST QUARTERLY RETURNS (%) FOR
EKBCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.96 | 13.40 | 15.27 | 5.17 | | 2008 | -8.90 | 10.06 | -25.08 | -27.60 | | 2007 | 0.22 | 4.21 | 2.34 | -1.22 | | 2006 | 2.64 | -2.20 | 4.00 | 4.14 | | 2005 | -1.39 | 2.01 | 2.03 | 1.34 | | 2004 | 1.25 | -0.95 | -0.73 | 5.91 | | 2003 | -1.60 | 8.82 | 0.88 | 7.88 | | 2002 | 0.43 | -6.60 | -8.77 | 3.78 | | 2001 | -7.06 | 1.87 | -7.92 | 6.38 | | 2000 | 3.10 | -1.89 | 1.14 | -3.93 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1196 | 1246 | 95.99 | | 1-Month | 1221 | 1246 | 97.99 | | 3-Month | 1191 | 1228 | 96.99 | | 6-Month | 85 | 1221 | 6.96 | | 1-Year | 432 | 1176 | 36.73 | | 3-Year | 776 | 964 | 80.50 | | 5-Year | 642 | 789 | 81.37 |
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1.52% Nasdaq 0.00%
Performance
