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| Morningstar Return Rating: | Above average | | Year to Date Return: | 12.31% | | 5-Year Average Return: | 3.18% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 17.63% | |
Worst 1-Yr Total Return (2008): | -35.13% | |
Best 3-Yr Total Return (2004-6): | 13.58% | |
Worst 3-Yr Total Return (2006-8): | -6.08% |
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| 1-Year: | -5.29% | | 3-Year: | -2.95% | | 5-Year: | 3.06% | | 10-Year: | 9.06% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EMCAX | Category | Diff | Index* | Diff | | Year To Date | 12.31 | 25.91 | -13.6 | 27.36 | -15.05 | | 1-Month | -5.31 | -2.31 | -3 | -1.25 | -4.06 | | 3-Month | 2.58 | 5.52 | -2.94 | 8.10 | -5.52 | | 1-Year | 6.74 | 22.45 | -15.71 | 27.71 | -20.97 | | 3-Year | -4.22 | -5.03 | 0.81 | -5.22 | 1 | | 5-Year | 3.18 | 3.41 | -0.23 | 5.10 | -1.92 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.96 | 50.04 | -8.08 | 59.35 | -17.39 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.11 | -12.42 | -1.69 | -14.95 | 0.84 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EMCAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.13 | -41.91 | 6.78 | | 2007 | | | 15.04 | 11.28 | 3.76 | | 2006 | | | 11.03 | 19.72 | -8.69 | | 2005 | | | 12.20 | 11.61 | 0.59 | | 2004 | | | 17.63 | 15.27 | 2.36 | | 2003 | | | 72.20 | 34.49 | 37.71 | | 2002 | | | -18.55 | -19.36 | 0.81 | | 2001 | | | 20.46 | -17.51 | 37.97 | | 2000 | | | 17.82 | -9.14 | 26.96 | | 1999 | | | -22.17 | 41.13 | -63.30 |
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| PAST QUARTERLY RETURNS (%) FOR
EMCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.14 | 11.79 | 19.39 | N/A | | 2008 | -9.92 | 8.72 | -21.83 | -15.27 | | 2007 | 3.53 | 6.98 | 1.88 | 1.95 | | 2006 | 7.39 | -2.14 | -3.57 | 9.57 | | 2005 | 1.60 | 3.28 | 6.57 | 0.33 | | 2004 | 4.00 | -1.42 | 2.53 | 11.90 | | 2003 | -6.13 | 35.41 | 7.90 | 25.54 | | 2002 | 3.87 | -2.10 | -18.96 | -1.16 | | 2001 | -6.08 | 27.82 | -14.79 | 17.76 | | 2000 | 0.32 | -3.41 | 15.35 | 5.41 | | 1999 | N/A | N/A | N/A | -2.18 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 697 | 767 | 90.87 | | 1-Month | 784 | 844 | 92.89 | | 3-Month | 738 | 830 | 88.92 | | 6-Month | 739 | 787 | 93.90 | | 1-Year | 547 | 741 | 73.82 | | 3-Year | 168 | 530 | 31.70 | | 5-Year | 189 | 434 | 43.55 |
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0.22% Nasdaq 
Performance
