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| Morningstar Return Rating: | Above average | | Year to Date Return: | 22.94% | | 5-Year Average Return: | 1.07% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 16.83% | |
Worst 1-Yr Total Return (2008): | -31.74% | |
Best 3-Yr Total Return (2004-6): | 12.05% | |
Worst 3-Yr Total Return (2006-8): | -7.41% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | EQTKX | Category | Diff | Index* | Diff | | Year To Date | 22.94 | 21.73 | 1.21 | 24.07 | -1.13 | | 1-Month | 4.91 | 5.16 | -0.25 | 6.00 | -1.09 | | 3-Month | 6.38 | 6.45 | -0.07 | 7.91 | -1.53 | | 1-Year | 25.49 | 24.67 | 0.82 | 25.39 | 0.1 | | 3-Year | -5.33 | -7.33 | 2 | -5.79 | 0.46 | | 5-Year | 1.07 | 0.27 | 0.8 | 0.71 | 0.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.31 | 47.53 | 0.78 | 45.76 | 2.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.91 | -16.99 | 2.08 | -18.25 | 3.34 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EQTKX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.74 | -37.09 | 5.35 | | 2007 | | | -0.48 | 1.42 | -1.90 | | 2006 | | | 16.83 | 18.15 | -1.32 | | 2005 | | | 4.93 | 5.95 | -1.02 | | 2004 | | | 14.77 | 12.97 | 1.80 | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
EQTKX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.86 | 18.52 | 13.98 | N/A | | 2008 | -6.96 | -3.10 | -5.25 | -20.09 | | 2007 | 0.23 | 5.26 | -0.68 | -5.02 | | 2006 | 4.43 | -1.66 | 4.77 | 8.58 | | 2005 | -1.21 | 2.53 | 3.67 | -0.08 | | 2004 | 4.24 | 0.54 | 0.96 | 8.46 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 400 | 1293 | 30.94 | | 1-Month | 628 | 1338 | 46.94 | | 3-Month | 159 | 1329 | 11.96 | | 6-Month | 726 | 1320 | 55.00 | | 1-Year | 368 | 1280 | 28.75 | | 3-Year | 182 | 1088 | 16.73 | | 5-Year | 235 | 917 | 25.63 |
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0.28% Nasdaq 0.00%
Performance
