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| Morningstar Return Rating: | Above average | | Year to Date Return: | 14.85% | | 5-Year Average Return: | 1.85% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.92% | |
Worst 1-Yr Total Return (2008): | -34.95% | |
Best 3-Yr Total Return (2004-6): | 14.43% | |
Worst 3-Yr Total Return (2006-8): | -5.75% |
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| 1-Year: | -17.74% | | 3-Year: | -7.03% | | 5-Year: | 1.84% | | 10-Year: | 3.78% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EMSTX | Category | Diff | Index* | Diff | | Year To Date | 14.85 | 21.73 | -6.88 | 24.07 | -9.22 | | 1-Month | 6.01 | 5.16 | 0.85 | 6.00 | 0.01 | | 3-Month | 7.53 | 6.45 | 1.08 | 7.91 | -0.38 | | 1-Year | 16.13 | 24.67 | -8.54 | 25.39 | -9.26 | | 3-Year | -6.10 | -7.33 | 1.23 | -5.79 | -0.31 | | 5-Year | 1.85 | 0.27 | 1.58 | 0.71 | 1.14 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.75 | 47.53 | -9.78 | 45.76 | -8.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.89 | -16.99 | -5.9 | -18.25 | -4.64 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EMSTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.95 | -37.09 | 2.14 | | 2007 | | | 9.13 | 1.42 | 7.71 | | 2006 | | | 17.92 | 18.15 | -0.23 | | 2005 | | | 10.68 | 5.95 | 4.73 | | 2004 | | | 14.80 | 12.97 | 1.83 | | 2003 | | | 22.35 | 28.44 | -6.09 | | 2002 | | | -16.41 | -18.69 | 2.28 | | 2001 | | | 0.99 | -4.99 | 5.98 | | 2000 | | | 13.86 | 7.87 | 5.99 | | 1999 | | | 2.58 | 6.72 | -4.14 |
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| PAST QUARTERLY RETURNS (%) FOR
EMSTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.31 | 11.95 | 14.95 | N/A | | 2008 | -7.28 | -0.23 | -10.39 | -21.53 | | 2007 | 2.26 | 5.51 | 2.19 | -1.02 | | 2006 | 4.45 | 1.00 | 4.76 | 6.70 | | 2005 | 1.39 | 1.86 | 5.82 | 1.28 | | 2004 | 2.50 | 0.55 | 2.06 | 9.15 | | 2003 | -5.44 | 13.18 | 1.84 | 12.25 | | 2002 | 2.03 | -8.11 | -15.72 | 5.79 | | 2001 | -2.47 | 4.88 | -9.36 | 8.94 | | 2000 | -2.45 | 0.06 | 9.15 | 6.87 | | 1999 | N/A | N/A | N/A | 5.00 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1150 | 1293 | 88.94 | | 1-Month | 923 | 1338 | 68.98 | | 3-Month | 478 | 1329 | 35.97 | | 6-Month | 792 | 1320 | 60.00 | | 1-Year | 985 | 1280 | 76.95 | | 3-Year | 335 | 1088 | 30.79 | | 5-Year | 171 | 917 | 18.65 |
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0.21% Nasdaq 
0.02%
Performance
