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| Morningstar Return Rating: | Low | | Year to Date Return: | 18.04% | | 5-Year Average Return: | -1.21% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.53% | |
Worst 1-Yr Total Return (2008): | -28.65% | |
Best 3-Yr Total Return (2005-7): | 3.42% | |
Worst 3-Yr Total Return (2006-8): | -8.15% |
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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 | ESBRX | Category | Diff | Index* | Diff | | Year To Date | 18.04 | 14.86 | 3.18 | 7.61 | 10.43 | | 1-Month | 0.74 | 1.13 | -0.39 | 1.29 | -0.55 | | 3-Month | 3.39 | 3.76 | -0.37 | 2.86 | 0.53 | | 1-Year | 23.41 | 18.84 | 4.57 | 11.63 | 11.78 | | 3-Year | -4.38 | 4.58 | -8.96 | 6.40 | -10.78 | | 5-Year | -1.21 | 4.20 | -5.41 | 5.49 | -6.7 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 18.49 | 13.91 | 4.58 | 7.06 | 11.43 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.38 | 6.57 | -13.95 | 7.94 | -15.32 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ESBRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -28.65 | -4.70 | -23.95 | | 2007 | | | 4.53 | 4.70 | -0.17 | | 2006 | | | 3.89 | 4.15 | -0.26 | | 2005 | | | 1.86 | 1.80 | 0.06 | | 2004 | | | 3.79 | 3.91 | -0.12 | | 2003 | | | N/A | 5.10 | N/A | | 2002 | | | N/A | 8.04 | N/A | | 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
ESBRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.28 | 10.12 | 8.44 | N/A | | 2008 | -5.72 | -0.53 | -13.25 | -12.30 | | 2007 | 1.47 | -0.74 | 2.42 | 1.33 | | 2006 | -0.67 | -0.02 | 3.48 | 1.09 | | 2005 | -0.55 | 2.90 | -0.90 | 0.43 | | 2004 | 2.52 | -2.41 | 2.95 | 0.76 | | 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 | 315 | 1126 | 27.98 | | 1-Month | 1144 | 1168 | 97.95 | | 3-Month | 845 | 1158 | 72.97 | | 6-Month | 421 | 1140 | 36.93 | | 1-Year | 166 | 1120 | 14.82 | | 3-Year | 822 | 970 | 84.74 | | 5-Year | 719 | 854 | 84.19 |
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0.83% Nasdaq 
0.04 (0.51%) 
Performance
