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| Morningstar Return Rating: | Above average | | Year to Date Return: | 21.23% | | 5-Year Average Return: | 5.13% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 22.78% | |
Worst 1-Yr Total Return (2008): | -40.75% | |
Best 3-Yr Total Return (2004-6): | 21.65% | |
Worst 3-Yr Total Return (2006-8): | -5.86% |
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| 1-Year: | -3.18% | | 3-Year: | -2.21% | | 5-Year: | 7.98% | | 10-Year: | 7.20% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EKGCX | Category | Diff | Index* | Diff | | Year To Date | 21.23 | 31.75 | -10.52 | 29.91 | -8.68 | | 1-Month | 2.74 | 4.47 | -1.73 | 2.00 | 0.74 | | 3-Month | 3.24 | 7.37 | -4.13 | 4.58 | -1.34 | | 1-Year | 27.57 | 38.36 | -10.79 | 37.72 | -10.15 | | 3-Year | -5.03 | -4.57 | -0.46 | -5.52 | 0.49 | | 5-Year | 5.13 | 3.09 | 2.04 | 4.13 | 1 | | 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) | -18.47 | -13.15 | -5.32 | -14.95 | -3.52 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EKGCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.75 | -41.91 | 1.16 | | 2007 | | | 15.78 | 11.28 | 4.50 | | 2006 | | | 21.63 | 19.72 | 1.91 | | 2005 | | | 20.55 | 11.61 | 8.94 | | 2004 | | | 22.78 | 15.27 | 7.51 | | 2003 | | | 48.36 | 34.49 | 13.87 | | 2002 | | | -21.24 | -19.36 | -1.88 | | 2001 | | | -14.17 | -17.51 | 3.34 | | 2000 | | | -9.14 | -9.14 | 0.00 | | 1999 | | | 75.47 | 41.13 | 34.34 |
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| PAST QUARTERLY RETURNS (%) FOR
EKGCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.56 | 17.49 | 21.31 | N/A | | 2008 | -10.87 | -0.77 | -15.62 | -20.61 | | 2007 | 7.53 | 6.90 | 2.25 | -1.49 | | 2006 | 13.18 | -3.77 | 0.90 | 10.67 | | 2005 | 3.39 | -0.96 | 10.41 | 6.64 | | 2004 | 4.43 | -2.12 | 1.41 | 18.45 | | 2003 | -5.59 | 21.60 | 13.83 | 13.53 | | 2002 | -0.39 | -6.50 | -17.73 | 2.79 | | 2001 | -20.12 | 14.47 | -21.70 | 19.88 | | 2000 | 13.77 | -7.02 | -4.45 | -10.11 | | 1999 | N/A | N/A | N/A | 44.62 |
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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 | 622 | 830 | 74.94 | | 3-Month | 713 | 820 | 86.95 | | 6-Month | 395 | 776 | 50.90 | | 1-Year | 475 | 729 | 65.16 | | 3-Year | 233 | 528 | 44.13 | | 5-Year | 88 | 430 | 20.47 |
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0.51% Nasdaq 
Performance
