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| Morningstar Return Rating: | Low | | Year to Date Return: | 17.41% | | 5-Year Average Return: | -1.33% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.78% | |
Worst 1-Yr Total Return (2008): | -28.47% | |
Best 3-Yr Total Return (2005-7): | 3.65% | |
Worst 3-Yr Total Return (2006-8): | -7.93% |
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| 1-Year: | -2.27% | | 3-Year: | -5.49% | | 5-Year: | -2.21% | | 10-Year: | 2.37% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ESBAX | Category | Diff | Index* | Diff | | Year To Date | 17.41 | 13.54 | 3.87 | 6.24 | 11.17 | | 1-Month | 0.42 | 0.89 | -0.47 | 0.49 | -0.07 | | 3-Month | 5.03 | 4.14 | 0.89 | 2.60 | 2.43 | | 1-Year | 12.53 | 17.86 | -5.33 | 13.79 | -1.26 | | 3-Year | -4.02 | 4.54 | -8.56 | 6.35 | -10.37 | | 5-Year | -1.33 | 3.85 | -5.18 | 5.05 | -6.38 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 18.66 | 13.81 | 4.85 | 7.06 | 11.6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.14 | 6.49 | -13.63 | 7.94 | -15.08 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ESBAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -28.47 | -4.70 | -23.77 | | 2007 | | | 4.78 | 4.70 | 0.08 | | 2006 | | | 4.12 | 4.15 | -0.03 | | 2005 | | | 2.06 | 1.80 | 0.26 | | 2004 | | | 4.00 | 3.91 | 0.09 | | 2003 | | | 3.91 | 5.10 | -1.19 | | 2002 | | | 9.79 | 8.04 | 1.75 | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ESBAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.22 | 10.19 | 8.51 | N/A | | 2008 | -5.66 | -0.47 | -13.19 | -12.24 | | 2007 | 1.53 | -0.68 | 2.48 | 1.39 | | 2006 | -0.62 | 0.03 | 3.54 | 1.15 | | 2005 | -0.50 | 2.95 | -0.85 | 0.48 | | 2004 | 2.57 | -2.36 | 3.00 | 0.81 | | 2003 | 1.36 | 2.52 | -0.18 | 0.19 | | 2002 | -0.07 | 3.35 | 4.50 | 1.73 | | 2001 | N/A | N/A | 4.53 | -0.17 | | 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 | 269 | 1122 | 23.98 | | 1-Month | 1082 | 1164 | 92.96 | | 3-Month | 519 | 1154 | 44.97 | | 6-Month | 203 | 1133 | 17.92 | | 1-Year | 740 | 1113 | 66.49 | | 3-Year | 786 | 957 | 82.13 | | 5-Year | 700 | 845 | 82.84 |
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0.22% Nasdaq 
0.03 (0.38%) 
Performance
