|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 10.14% | | 5-Year Average Return: | 5.47% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 27.52% | |
Worst 1-Yr Total Return (2008): | -38.03% | |
Best 3-Yr Total Return (2004-6): | 23.65% | |
Worst 3-Yr Total Return (2006-8): | -1.21% |
|
| 1-Year: | -15.81% | | 3-Year: | -4.62% | | 5-Year: | 6.52% | | 10-Year: | 5.66% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EMTMX | Category | Diff | Index* | Diff | | Year To Date | 10.14 | 25.10 | -14.96 | 24.07 | -13.93 | | 1-Month | 5.84 | 5.28 | 0.56 | 6.00 | -0.16 | | 3-Month | 6.17 | 7.01 | -0.84 | 7.91 | -1.74 | | 1-Year | 12.67 | 28.01 | -15.34 | 25.39 | -12.72 | | 3-Year | -5.29 | -5.87 | 0.58 | -5.79 | 0.5 | | 5-Year | 5.47 | 0.64 | 4.83 | 0.71 | 4.76 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.17 | 46.08 | -13.91 | 45.76 | -13.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.79 | -17.41 | -8.38 | -18.25 | -7.54 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EMTMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.03 | -37.79 | -0.24 | | 2007 | | | 22.01 | 6.16 | 15.85 | | 2006 | | | 27.52 | 14.17 | 13.35 | | 2005 | | | 19.41 | 5.88 | 13.53 | | 2004 | | | 24.15 | 10.02 | 14.13 | | 2003 | | | 25.02 | 27.05 | -2.03 | | 2002 | | | -13.24 | -22.25 | 9.01 | | 2001 | | | -19.51 | -13.50 | -6.01 | | 2000 | | | 5.61 | -6.31 | 11.92 | | 1999 | | | 39.71 | 20.16 | 19.55 |
|
| PAST QUARTERLY RETURNS (%) FOR
EMTMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.01 | 9.86 | 14.26 | N/A | | 2008 | -9.77 | 4.33 | -20.60 | -17.09 | | 2007 | 6.51 | 5.82 | 3.03 | 5.07 | | 2006 | 4.58 | 2.59 | 6.93 | 11.15 | | 2005 | 3.03 | 6.95 | 11.59 | -2.89 | | 2004 | 4.09 | -0.48 | 5.80 | 13.27 | | 2003 | -4.38 | 17.06 | -0.05 | 11.75 | | 2002 | 0.65 | -7.75 | -15.99 | 11.23 | | 2001 | -6.77 | -3.41 | -12.47 | 2.11 | | 2000 | 6.30 | -7.29 | 10.37 | -2.90 | | 1999 | N/A | N/A | N/A | 23.39 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 2000 | 2021 | 98.96 | | 1-Month | 1352 | 2113 | 63.98 | | 3-Month | 1547 | 2091 | 73.98 | | 6-Month | 1589 | 2064 | 76.99 | | 1-Year | 1700 | 2011 | 84.54 | | 3-Year | 647 | 1707 | 37.90 | | 5-Year | 6 | 1360 | 0.44 |
|
|
|
|
|