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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.42% | | 5-Year Average Return: | 3.26% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 15.24% | |
Worst 1-Yr Total Return (2008): | -30.68% | |
Best 3-Yr Total Return (2005-7): | 11.01% | |
Worst 3-Yr Total Return (2006-8): | -3.19% |
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| 1-Year: | -5.43% | | 3-Year: | -0.70% | | 5-Year: | 3.62% | | 10-Year: | 2.44% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EMIFX | Category | Diff | Index* | Diff | | Year To Date | 20.42 | 22.21 | -1.79 | N/A | N/A | | 1-Month | 4.75 | 3.58 | 1.17 | N/A | N/A | | 3-Month | 5.17 | 5.74 | -0.57 | N/A | N/A | | 1-Year | 23.98 | 26.14 | -2.16 | N/A | N/A | | 3-Year | -1.34 | -2.18 | 0.84 | N/A | N/A | | 5-Year | 3.26 | 2.20 | 1.06 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 31.95 | 33.99 | -2.04 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.04 | -9.13 | -5.91 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EMIFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.68 | -28.00 | -2.68 | | 2007 | | | 15.24 | 5.99 | 9.25 | | 2006 | | | 13.60 | 11.29 | 2.31 | | 2005 | | | 4.50 | 5.13 | -0.63 | | 2004 | | | 10.63 | 8.86 | 1.77 | | 2003 | | | 21.30 | 20.35 | 0.95 | | 2002 | | | -15.38 | -12.02 | -3.36 | | 2001 | | | -3.13 | -5.05 | 1.92 | | 2000 | | | -1.01 | 1.82 | -2.83 | | 1999 | | | 0.74 | 10.71 | -9.97 |
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| PAST QUARTERLY RETURNS (%) FOR
EMIFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.48 | 10.78 | 14.06 | N/A | | 2008 | -6.52 | 5.05 | -16.17 | -15.80 | | 2007 | 3.17 | 6.08 | 3.77 | 1.46 | | 2006 | 5.54 | -2.91 | 3.22 | 7.41 | | 2005 | -2.73 | 2.13 | 3.80 | 1.34 | | 2004 | 2.92 | -0.43 | -0.39 | 8.37 | | 2003 | -1.93 | 15.97 | 3.02 | 3.53 | | 2002 | 0.28 | -9.55 | -10.41 | 4.13 | | 2001 | -12.30 | 12.24 | -14.68 | 15.33 | | 2000 | 0.49 | -1.46 | 5.88 | -5.58 | | 1999 | N/A | N/A | N/A | 4.29 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 793 | 1184 | 66.98 | | 1-Month | 246 | 1233 | 19.95 | | 3-Month | 1130 | 1229 | 91.94 | | 6-Month | 640 | 1208 | 52.98 | | 1-Year | 634 | 1183 | 53.59 | | 3-Year | 285 | 932 | 30.58 | | 5-Year | 166 | 784 | 21.17 |
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