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| Morningstar Return Rating: | Above average | | Year to Date Return: | 51.29% | | 5-Year Average Return: | 9.90% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 46.96% | |
Worst 1-Yr Total Return (2008): | -53.15% | |
Best 3-Yr Total Return (2004-6): | 41.65% | |
Worst 3-Yr Total Return (2006-8): | -9.66% |
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| 1-Year: | 5.59% | | 3-Year: | -3.25% | | 5-Year: | 12.79% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ESMCX | Category | Diff | Index* | Diff | | Year To Date | 51.29 | 45.25 | 6.04 | 29.91 | 21.38 | | 1-Month | 0.97 | 3.69 | -2.72 | 2.00 | -1.03 | | 3-Month | 7.72 | 8.95 | -1.23 | 4.58 | 3.14 | | 1-Year | 56.67 | 49.46 | 7.21 | 37.72 | 18.95 | | 3-Year | -7.26 | -6.05 | -1.21 | -5.52 | -1.74 | | 5-Year | 9.90 | 5.51 | 4.39 | 4.13 | 5.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 65.36 | 67.09 | -1.73 | 59.35 | 6.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.63 | -18.39 | 0.76 | -14.95 | -2.68 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ESMCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -53.15 | -49.79 | -3.36 | | 2007 | | | 7.06 | 12.52 | -5.46 | | 2006 | | | 46.96 | 33.56 | 13.40 | | 2005 | | | 35.49 | 15.27 | 20.22 | | 2004 | | | 42.75 | 21.40 | 21.35 | | 2003 | | | 62.86 | 39.00 | 23.86 | | 2002 | | | 1.82 | -13.89 | 15.71 | | 2001 | | | -22.14 | -19.15 | -2.99 | | 2000 | | | N/A | -9.12 | N/A | | 1999 | | | N/A | 30.54 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ESMCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.05 | 30.69 | 19.48 | N/A | | 2008 | -4.75 | -6.72 | -25.62 | -29.10 | | 2007 | 10.66 | 7.23 | -1.64 | -8.27 | | 2006 | 22.73 | 1.36 | -1.95 | 20.49 | | 2005 | 9.98 | 3.03 | 15.70 | 3.35 | | 2004 | 9.12 | 3.64 | 3.51 | 21.95 | | 2003 | -2.20 | 21.52 | 15.51 | 18.64 | | 2002 | 7.00 | 7.85 | -17.11 | 6.44 | | 2001 | -19.19 | -2.56 | -15.24 | 16.67 | | 2000 | N/A | N/A | N/A | -5.73 | | 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 | 24 | 116 | 20.69 | | 1-Month | 108 | 128 | 84.38 | | 3-Month | 81 | 126 | 64.29 | | 6-Month | 73 | 121 | 60.33 | | 1-Year | 20 | 114 | 17.54 | | 3-Year | 48 | 100 | 48.00 | | 5-Year | 9 | 94 | 9.57 |
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0.51% Nasdaq 
Performance
