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| Morningstar Return Rating: | Below average | | Year to Date Return: | 30.21% | | 5-Year Average Return: | -0.66% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 7.44% | |
Worst 1-Yr Total Return (2008): | -29.91% | |
Best 3-Yr Total Return (2004-6): | 3.27% | |
Worst 3-Yr Total Return (2006-8): | -9.16% |
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| 1-Year: | 5.51% | | 3-Year: | -2.04% | | 5-Year: | -0.28% | | 10-Year: | 3.40% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EKSCX | Category | Diff | Index* | Diff | | Year To Date | 30.21 | 19.41 | 10.8 | N/A | N/A | | 1-Month | 1.30 | 2.38 | -1.08 | N/A | N/A | | 3-Month | 5.39 | 4.88 | 0.51 | N/A | N/A | | 1-Year | 37.08 | 23.37 | 13.71 | N/A | N/A | | 3-Year | -2.38 | 0.45 | -2.83 | N/A | N/A | | 5-Year | -0.66 | 2.90 | -3.56 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 22.34 | 25.19 | -2.85 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.20 | -3.19 | -5.01 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EKSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.91 | -18.61 | -11.30 | | 2007 | | | 2.19 | 4.53 | -2.34 | | 2006 | | | 4.67 | 8.16 | -3.49 | | 2005 | | | -2.06 | 2.97 | -5.03 | | 2004 | | | 7.44 | 5.46 | 1.98 | | 2003 | | | 15.54 | 12.34 | 3.20 | | 2002 | | | 14.07 | -3.11 | 17.18 | | 2001 | | | 5.10 | -0.39 | 5.49 | | 2000 | | | -2.05 | 4.28 | -6.33 | | 1999 | | | 1.57 | 5.85 | -4.28 |
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| PAST QUARTERLY RETURNS (%) FOR
EKSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.43 | 9.61 | 9.83 | N/A | | 2008 | -5.34 | 2.33 | -12.96 | -16.87 | | 2007 | 1.30 | -0.78 | 1.36 | 0.31 | | 2006 | 0.26 | -0.34 | 2.27 | 2.44 | | 2005 | -2.04 | 0.86 | -0.05 | -0.82 | | 2004 | 0.77 | -2.62 | 4.45 | 4.82 | | 2003 | 3.88 | 6.06 | 0.93 | 3.91 | | 2002 | 1.40 | 4.74 | 1.42 | 5.90 | | 2001 | 1.83 | -1.66 | 0.87 | 4.05 | | 2000 | -1.29 | -1.40 | 0.01 | 0.62 | | 1999 | N/A | N/A | N/A | 1.88 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 38 | 639 | 5.95 | | 1-Month | 58 | 655 | 8.85 | | 3-Month | 163 | 653 | 24.96 | | 6-Month | 336 | 647 | 51.93 | | 1-Year | 37 | 635 | 5.83 | | 3-Year | 371 | 514 | 72.18 | | 5-Year | 277 | 349 | 79.37 |
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0.20% Nasdaq 
Performance
