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| Morningstar Return Rating: | Below average | | Year to Date Return: | 32.09% | | 5-Year Average Return: | 0.25% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 8.55% | |
Worst 1-Yr Total Return (2008): | -29.81% | |
Best 3-Yr Total Return (2004-6): | 4.28% | |
Worst 3-Yr Total Return (2006-8): | -8.51% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EKSYX | Category | Diff | Index* | Diff | | Year To Date | 32.09 | 19.41 | 12.68 | N/A | N/A | | 1-Month | 1.40 | 2.38 | -0.98 | N/A | N/A | | 3-Month | 5.75 | 4.88 | 0.87 | N/A | N/A | | 1-Year | 39.35 | 23.37 | 15.98 | N/A | N/A | | 3-Year | -1.52 | 0.45 | -1.97 | N/A | N/A | | 5-Year | 0.25 | 2.90 | -2.65 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 23.56 | 25.19 | -1.63 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.53 | -3.19 | -4.34 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EKSYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.81 | -18.61 | -11.20 | | 2007 | | | 3.18 | 4.53 | -1.35 | | 2006 | | | 5.72 | 8.16 | -2.44 | | 2005 | | | -1.18 | 2.97 | -4.15 | | 2004 | | | 8.55 | 5.46 | 3.09 | | 2003 | | | 16.69 | 12.34 | 4.35 | | 2002 | | | 15.35 | -3.11 | 18.46 | | 2001 | | | 6.09 | -0.39 | 6.48 | | 2000 | | | -0.92 | 4.28 | -5.20 | | 1999 | | | 3.54 | 5.85 | -2.31 |
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| PAST QUARTERLY RETURNS (%) FOR
EKSYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.82 | 10.10 | 10.31 | N/A | | 2008 | -5.21 | 2.61 | -12.99 | -17.06 | | 2007 | 1.55 | -0.56 | 1.62 | 0.55 | | 2006 | 0.49 | -0.12 | 2.55 | 2.71 | | 2005 | -1.85 | 1.11 | 0.18 | -0.60 | | 2004 | 1.02 | -2.44 | 4.77 | 5.14 | | 2003 | 4.01 | 6.40 | 1.17 | 4.22 | | 2002 | 1.65 | 5.06 | 1.67 | 6.24 | | 2001 | 2.07 | -1.47 | 1.10 | 4.35 | | 2000 | -0.94 | -0.88 | 0.06 | 0.85 | | 1999 | N/A | N/A | N/A | 2.29 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 19 | 639 | 2.97 | | 1-Month | 45 | 655 | 6.87 | | 3-Month | 117 | 653 | 17.92 | | 6-Month | 239 | 647 | 36.94 | | 1-Year | 24 | 635 | 3.78 | | 3-Year | 330 | 514 | 64.20 | | 5-Year | 266 | 349 | 76.22 |
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0.20% Nasdaq 
Performance
