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| Morningstar Return Rating: | Average | | Year to Date Return: | 5.16% | | 5-Year Average Return: | 2.41% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 3.71% | |
Worst 1-Yr Total Return (2008): | -1.94% | |
Best 3-Yr Total Return (2005-7): | 2.91% | |
Worst 3-Yr Total Return (2006-8): | 1.79% |
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| 1-Year: | -0.01% | | 3-Year: | 2.25% | | 5-Year: | 2.42% | | 10-Year: | 3.08% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ESABX | Category | Diff | Index* | Diff | | Year To Date | 5.16 | 7.47 | -2.31 | 6.24 | -1.08 | | 1-Month | 0.05 | 0.61 | -0.56 | 0.49 | -0.44 | | 3-Month | 0.60 | 1.92 | -1.32 | 2.60 | -2 | | 1-Year | 3.99 | 4.56 | -0.57 | 13.79 | -9.8 | | 3-Year | 2.43 | 0.77 | 1.66 | 6.35 | -3.92 | | 5-Year | 2.41 | 1.83 | 0.58 | 5.05 | -2.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 3.48 | 5.89 | -2.41 | 7.06 | -3.58 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.57 | -0.08 | 1.65 | 7.94 | -6.37 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ESABX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.94 | -7.89 | 5.95 | | 2007 | | | 3.71 | 2.42 | 1.29 | | 2006 | | | 3.71 | 4.70 | -0.99 | | 2005 | | | 1.32 | 2.53 | -1.21 | | 2004 | | | 1.05 | 1.27 | -0.22 | | 2003 | | | 1.08 | 1.75 | -0.67 | | 2002 | | | 3.43 | 2.90 | 0.53 | | 2001 | | | 6.80 | 5.53 | 1.27 | | 2000 | | | N/A | 6.82 | N/A | | 1999 | | | N/A | 4.39 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ESABX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.83 | 1.49 | 0.72 | N/A | | 2008 | 1.26 | -0.27 | 0.08 | -2.98 | | 2007 | 0.87 | 0.30 | 0.96 | 1.54 | | 2006 | 0.55 | 0.67 | 1.53 | 0.91 | | 2005 | 0.03 | 0.62 | 0.24 | 0.42 | | 2004 | 0.53 | -0.26 | 0.46 | 0.31 | | 2003 | 0.53 | 0.31 | 0.27 | -0.03 | | 2002 | 0.65 | 1.26 | 0.93 | 0.55 | | 2001 | 2.00 | 1.56 | 1.97 | 1.10 | | 2000 | N/A | N/A | 1.22 | 1.91 | | 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 | 67 | 122 | 54.92 | | 1-Month | 95 | 124 | 76.61 | | 3-Month | 80 | 124 | 64.52 | | 6-Month | 86 | 122 | 70.49 | | 1-Year | 52 | 122 | 42.62 | | 3-Year | 40 | 114 | 35.09 | | 5-Year | 46 | 101 | 45.54 |
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0.18% Nasdaq 
0.42%
Performance
