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| Morningstar Return Rating: | Low | | Year to Date Return: | 11.71% | | 5-Year Average Return: | -1.49% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 3.74% | |
Worst 1-Yr Total Return (2008): | -23.89% | |
Best 3-Yr Total Return (2006-8): | -6.49% | |
Worst 3-Yr Total Return (2006-8): | -6.49% |
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| 1-Year: | -3.79% | | 3-Year: | -4.66% | | 5-Year: | -1.74% | | 10-Year: | 2.57% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EKDMX | Category | Diff | Index* | Diff | | Year To Date | 11.71 | 13.54 | -1.83 | 6.24 | 5.47 | | 1-Month | 0.50 | 0.89 | -0.39 | 0.49 | 0.01 | | 3-Month | 4.64 | 4.14 | 0.5 | 2.60 | 2.04 | | 1-Year | 9.98 | 17.86 | -7.88 | 13.79 | -3.81 | | 3-Year | -3.93 | 4.54 | -8.47 | 6.35 | -10.28 | | 5-Year | -1.49 | 3.85 | -5.34 | 5.05 | -6.54 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 16.03 | 13.81 | 2.22 | 7.06 | 8.97 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.82 | 6.49 | -13.31 | 7.94 | -14.76 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EKDMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.89 | -4.70 | -19.19 | | 2007 | | | 3.56 | 4.70 | -1.14 | | 2006 | | | 3.74 | 4.15 | -0.41 | | 2005 | | | 1.48 | 1.80 | -0.32 | | 2004 | | | N/A | 3.91 | N/A | | 2003 | | | N/A | 5.10 | N/A | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
EKDMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.50 | 7.51 | 7.14 | N/A | | 2008 | -5.02 | -0.64 | -11.23 | -9.15 | | 2007 | 1.57 | -0.58 | 2.36 | 0.19 | | 2006 | -0.43 | -0.89 | 3.52 | 1.55 | | 2005 | N/A | N/A | -0.99 | 0.39 | | 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 | 650 | 1122 | 57.93 | | 1-Month | 1129 | 1164 | 96.99 | | 3-Month | 461 | 1154 | 39.95 | | 6-Month | 339 | 1133 | 29.92 | | 1-Year | 859 | 1113 | 77.18 | | 3-Year | 784 | 957 | 81.92 | | 5-Year | | 845 | N/A |
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Performance
