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| Morningstar Return Rating: | Low | | Year to Date Return: | 37.68% | | 5-Year Average Return: | -1.76% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 8.73% | |
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: | -4.31% | | 3-Year: | -7.28% | | 5-Year: | -1.73% | | 10-Year: | -0.52% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EKBCX | Category | Diff | Index* | Diff | | Year To Date | 37.68 | 22.21 | 15.47 | N/A | N/A | | 1-Month | 5.23 | 3.58 | 1.65 | N/A | N/A | | 3-Month | 8.94 | 5.74 | 3.2 | N/A | N/A | | 1-Year | 37.63 | 26.14 | 11.49 | N/A | N/A | | 3-Year | -7.36 | -2.18 | -5.18 | N/A | N/A | | 5-Year | -1.76 | 2.20 | -3.96 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.59 | 33.99 | 2.6 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.74 | -9.13 | -15.61 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EKBCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | 11.08 | 10.71 | 0.37 |
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| PAST QUARTERLY RETURNS (%) FOR
EKBCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.96 | 13.40 | 15.27 | N/A | | 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 | | 1999 | N/A | N/A | N/A | 10.31 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 23 | 1184 | 1.94 | | 1-Month | 517 | 1233 | 41.93 | | 3-Month | 503 | 1229 | 40.93 | | 6-Month | 374 | 1208 | 30.96 | | 1-Year | 27 | 1183 | 2.28 | | 3-Year | 747 | 932 | 80.15 | | 5-Year | 627 | 784 | 79.97 |
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0.02% Nasdaq 
Performance
