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| Morningstar Return Rating: | Above average | | Year to Date Return: | 21.30% | | 5-Year Average Return: | 5.14% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 22.83% | |
Worst 1-Yr Total Return (2008): | -40.77% | |
Best 3-Yr Total Return (2004-6): | 21.65% | |
Worst 3-Yr Total Return (2006-8): | -5.86% |
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| 1-Year: | -7.10% | | 3-Year: | -3.06% | | 5-Year: | 7.68% | | 10-Year: | 7.20% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EKGBX | Category | Diff | Index* | Diff | | Year To Date | 21.30 | 31.75 | -10.45 | 29.91 | -8.61 | | 1-Month | 2.75 | 4.47 | -1.72 | 2.00 | 0.75 | | 3-Month | 3.26 | 7.37 | -4.11 | 4.58 | -1.32 | | 1-Year | 27.59 | 38.36 | -10.77 | 37.72 | -10.13 | | 3-Year | -5.02 | -4.57 | -0.45 | -5.52 | 0.5 | | 5-Year | 5.14 | 3.09 | 2.05 | 4.13 | 1.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.72 | 51.30 | -1.58 | 59.35 | -9.63 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.49 | -13.15 | -5.34 | -14.95 | -3.54 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EKGBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.77 | -41.91 | 1.14 | | 2007 | | | 15.79 | 11.28 | 4.51 | | 2006 | | | 21.65 | 19.72 | 1.93 | | 2005 | | | 20.50 | 11.61 | 8.89 | | 2004 | | | 22.83 | 15.27 | 7.56 | | 2003 | | | 48.31 | 34.49 | 13.82 | | 2002 | | | -21.26 | -19.36 | -1.90 | | 2001 | | | -14.17 | -17.51 | 3.34 | | 2000 | | | -9.16 | -9.14 | -0.02 | | 1999 | | | 75.48 | 41.13 | 34.35 |
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| PAST QUARTERLY RETURNS (%) FOR
EKGBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.58 | 17.60 | 21.25 | N/A | | 2008 | -10.86 | -0.77 | -15.62 | -20.64 | | 2007 | 7.57 | 6.86 | 2.23 | -1.47 | | 2006 | 13.21 | -3.76 | 0.91 | 10.64 | | 2005 | 3.35 | -0.96 | 10.41 | 6.63 | | 2004 | 4.45 | -2.08 | 1.36 | 18.47 | | 2003 | -5.62 | 21.70 | 13.80 | 13.46 | | 2002 | -0.39 | -6.53 | -17.67 | 2.71 | | 2001 | -20.09 | 14.46 | -21.72 | 19.88 | | 2000 | 13.73 | -7.04 | -4.43 | -10.10 | | 1999 | N/A | N/A | N/A | 44.63 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 615 | 751 | 81.89 | | 1-Month | 639 | 830 | 76.99 | | 3-Month | 713 | 820 | 86.95 | | 6-Month | 395 | 776 | 50.90 | | 1-Year | 476 | 729 | 65.29 | | 3-Year | 234 | 528 | 44.32 | | 5-Year | 89 | 430 | 20.70 |
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0.03% Nasdaq 
0.50%
Performance
