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| Morningstar Return Rating: | Average | | Year to Date Return: | 17.68% | | 5-Year Average Return: | 1.61% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.58% | |
Worst 1-Yr Total Return (2008): | -27.13% | |
Best 3-Yr Total Return (2004-6): | 8.03% | |
Worst 3-Yr Total Return (2006-8): | -5.32% |
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| 1-Year: | -0.80% | | 3-Year: | -1.79% | | 5-Year: | 2.55% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EMACX | Category | Diff | Index* | Diff | | Year To Date | 17.68 | 25.56 | -7.88 | 17.05 | 0.63 | | 1-Month | -3.43 | -4.12 | 0.69 | -1.86 | -1.57 | | 3-Month | 4.56 | 5.04 | -0.48 | 5.48 | -0.92 | | 1-Year | 15.43 | 18.21 | -2.78 | 9.80 | 5.63 | | 3-Year | -3.67 | -6.38 | 2.71 | -7.02 | 3.35 | | 5-Year | 1.61 | 1.42 | 0.19 | 0.33 | 1.28 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.31 | 53.89 | -6.58 | 45.76 | 1.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.96 | -16.12 | 4.16 | -18.25 | 6.29 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EMACX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.13 | -39.18 | 12.05 | | 2007 | | | 1.64 | 4.85 | -3.21 | | 2006 | | | 14.58 | 14.03 | 0.55 | | 2005 | | | 4.08 | 9.25 | -5.17 | | 2004 | | | 5.73 | 16.30 | -10.57 | | 2003 | | | 14.78 | 36.28 | -21.50 | | 2002 | | | -3.79 | -16.55 | 12.76 | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
EMACX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.45 | 19.08 | 13.02 | N/A | | 2008 | -6.49 | -1.90 | -3.30 | -17.85 | | 2007 | 2.93 | 3.50 | -0.47 | -4.14 | | 2006 | 5.50 | 1.71 | 1.76 | 4.94 | | 2005 | 0.54 | 1.52 | 1.68 | 0.28 | | 2004 | 1.01 | -0.36 | -0.27 | 5.34 | | 2003 | -0.73 | 7.03 | 2.65 | 5.24 | | 2002 | 1.09 | -3.35 | -5.09 | 3.75 | | 2001 | N/A | 5.55 | -4.58 | 3.80 | | 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 | 428 | 461 | 92.84 | | 1-Month | 333 | 484 | 68.80 | | 3-Month | 462 | 482 | 95.85 | | 6-Month | 363 | 466 | 77.90 | | 1-Year | 339 | 459 | 73.86 | | 3-Year | 86 | 378 | 22.75 | | 5-Year | 138 | 298 | 46.31 |
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0.22% Nasdaq 
Performance
