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| Morningstar Return Rating: | Average | | Year to Date Return: | 54.47% | | 5-Year Average Return: | 14.84% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 60.35% | |
Worst 1-Yr Total Return (2008): | -51.30% | |
Best 3-Yr Total Return (2005-7): | 38.20% | |
Worst 3-Yr Total Return (2006-8): | 4.66% |
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| 1-Year: | 21.17% | | 3-Year: | 10.85% | | 5-Year: | 15.86% | | 10-Year: | 9.05% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EMCGX | Category | Diff | Index* | Diff | | Year To Date | 54.47 | 66.10 | -11.63 | 29.91 | 24.56 | | 1-Month | 4.15 | 5.54 | -1.39 | 2.00 | 2.15 | | 3-Month | 13.76 | 13.38 | 0.38 | 4.58 | 9.18 | | 1-Year | 70.19 | 84.35 | -14.16 | 37.72 | 32.47 | | 3-Year | 9.00 | 7.50 | 1.5 | -5.52 | 14.52 | | 5-Year | 14.84 | 14.71 | 0.13 | 4.13 | 10.71 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 65.54 | 75.73 | -10.19 | 59.35 | 6.19 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.63 | 0.92 | -1.55 | -14.95 | 14.32 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EMCGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -51.30 | -53.50 | 2.20 | | 2007 | | | 60.35 | 47.53 | 12.82 | | 2006 | | | 46.82 | 45.36 | 1.46 | | 2005 | | | 12.13 | 21.30 | -9.17 | | 2004 | | | 14.88 | 13.21 | 1.67 | | 2003 | | | 52.90 | 53.64 | -0.74 | | 2002 | | | -16.97 | -8.76 | -8.21 | | 2001 | | | -18.05 | -2.63 | -15.42 | | 2000 | | | -20.35 | -25.36 | 5.01 | | 1999 | | | 59.72 | 73.61 | -13.89 |
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| PAST QUARTERLY RETURNS (%) FOR
EMCGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.57 | 30.38 | 13.25 | N/A | | 2008 | -23.55 | -6.70 | -20.55 | -14.06 | | 2007 | 6.04 | 21.66 | 28.45 | -3.23 | | 2006 | 14.58 | -0.17 | 4.94 | 22.31 | | 2005 | 0.33 | 4.77 | 1.96 | 4.62 | | 2004 | 6.26 | -9.19 | 6.58 | 11.71 | | 2003 | 0.43 | 14.29 | 14.27 | 16.57 | | 2002 | 4.21 | -4.97 | -18.10 | 2.37 | | 2001 | -7.99 | -2.25 | -26.64 | 24.22 | | 2000 | 17.44 | -13.98 | -11.28 | -11.13 | | 1999 | N/A | N/A | N/A | 32.33 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 116 | 160 | 72.50 | | 1-Month | 88 | 173 | 50.87 | | 3-Month | 71 | 171 | 41.52 | | 6-Month | 92 | 168 | 54.76 | | 1-Year | 82 | 148 | 55.41 | | 3-Year | 38 | 106 | 35.85 | | 5-Year | 29 | 79 | 36.71 |
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