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| Morningstar Return Rating: | | | Year to Date Return: | 19.62% | | 5-Year Average Return: | -1.07% | | Number of Years Up: | 0 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | -41.53% | |
Worst 1-Yr Total Return (2008): | -41.53% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -13.32% | | 3-Year: | -7.03% | | 5-Year: | 0.10% | | 10-Year: | 5.31% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ESCAX | Category | Diff | Index* | Diff | | Year To Date | 19.62 | 25.65 | -6.03 | 24.07 | -4.45 | | 1-Month | 2.20 | 3.38 | -1.18 | 6.00 | -3.8 | | 3-Month | 1.62 | 3.71 | -2.09 | 7.91 | -6.29 | | 1-Year | 21.59 | 31.83 | -10.24 | 25.39 | -3.8 | | 3-Year | -8.27 | -7.28 | -0.99 | -5.79 | -2.48 | | 5-Year | -1.07 | -0.38 | -0.69 | 0.71 | -1.78 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.41 | 53.06 | 7.35 | 45.76 | 14.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.67 | -19.68 | -1.99 | -18.25 | -3.42 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ESCAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.53 | -41.55 | 0.02 | | 2007 | | | N/A | 7.59 | N/A | | 2006 | | | N/A | 10.81 | N/A | | 2005 | | | N/A | 6.02 | N/A | | 2004 | | | N/A | 12.41 | N/A | | 2003 | | | N/A | 45.54 | N/A | | 2002 | | | N/A | -27.88 | N/A | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ESCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.52 | 20.81 | 20.05 | N/A | | 2008 | -12.80 | -2.93 | -5.79 | -26.68 | | 2007 | N/A | N/A | N/A | -4.44 | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 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 | 550 | 786 | 69.97 | | 1-Month | 652 | 816 | 79.90 | | 3-Month | 594 | 815 | 72.88 | | 6-Month | 296 | 802 | 36.91 | | 1-Year | 507 | 781 | 64.92 | | 3-Year | | 667 | N/A | | 5-Year | | 563 | N/A |
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0.01% Nasdaq 0.00%
Performance
