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| Morningstar Return Rating: | Low | | Year to Date Return: | 16.68% | | 5-Year Average Return: | -2.04% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.01% | |
Worst 1-Yr Total Return (2008): | -29.01% | |
Best 3-Yr Total Return (2005-7): | 2.91% | |
Worst 3-Yr Total Return (2006-8): | -8.61% |
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| 1-Year: | 0.87% | | 3-Year: | -4.65% | | 5-Year: | -1.97% | | 10-Year: | 2.12% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ESBCX | Category | Diff | Index* | Diff | | Year To Date | 16.68 | 13.54 | 3.14 | 6.24 | 10.44 | | 1-Month | 0.36 | 0.89 | -0.53 | 0.49 | -0.13 | | 3-Month | 4.83 | 4.14 | 0.69 | 2.60 | 2.23 | | 1-Year | 11.70 | 17.86 | -6.16 | 13.79 | -2.09 | | 3-Year | -4.73 | 4.54 | -9.27 | 6.35 | -11.08 | | 5-Year | -2.04 | 3.85 | -5.89 | 5.05 | -7.09 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 18.15 | 13.81 | 4.34 | 7.06 | 11.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.84 | 6.49 | -14.33 | 7.94 | -15.78 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ESBCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.01 | -4.70 | -24.31 | | 2007 | | | 4.01 | 4.70 | -0.69 | | 2006 | | | 3.38 | 4.15 | -0.77 | | 2005 | | | 1.35 | 1.80 | -0.45 | | 2004 | | | 3.27 | 3.91 | -0.64 | | 2003 | | | 3.17 | 5.10 | -1.93 | | 2002 | | | 8.98 | 8.04 | 0.94 | | 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
ESBCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.40 | 9.99 | 8.31 | N/A | | 2008 | -5.84 | -0.65 | -13.36 | -12.41 | | 2007 | 1.35 | -0.86 | 2.29 | 1.20 | | 2006 | -0.79 | -0.15 | 3.35 | 0.97 | | 2005 | -0.67 | 2.77 | -1.02 | 0.31 | | 2004 | 2.39 | -2.53 | 2.82 | 0.64 | | 2003 | 1.17 | 2.33 | -0.36 | 0.01 | | 2002 | -0.25 | 3.16 | 4.30 | 1.54 | | 2001 | N/A | N/A | 4.33 | -0.36 | | 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 | 302 | 1122 | 26.92 | | 1-Month | 1105 | 1164 | 94.93 | | 3-Month | 577 | 1154 | 50.00 | | 6-Month | 237 | 1133 | 20.92 | | 1-Year | 793 | 1113 | 71.25 | | 3-Year | 790 | 957 | 82.55 | | 5-Year | 704 | 845 | 83.31 |
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0.83% Nasdaq 
Performance
