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| Morningstar Return Rating: | Below average | | Year to Date Return: | 57.31% | | 5-Year Average Return: | 4.02% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.83% | |
Worst 1-Yr Total Return (2008): | -36.77% | |
Best 3-Yr Total Return (2005-7): | 5.65% | |
Worst 3-Yr Total Return (2006-8): | -10.46% |
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| 1-Year: | 4.39% | | 3-Year: | -0.63% | | 5-Year: | 3.01% | | 10-Year: | 3.24% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ETHIX | Category | Diff | Index* | Diff | | Year To Date | 57.31 | 40.95 | 16.36 | 6.24 | 51.07 | | 1-Month | 1.88 | 1.53 | 0.35 | 0.49 | 1.39 | | 3-Month | 10.35 | 8.19 | 2.16 | 2.60 | 7.75 | | 1-Year | 37.83 | 35.58 | 2.25 | 13.79 | 24.04 | | 3-Year | 1.14 | 2.61 | -1.47 | 6.35 | -5.21 | | 5-Year | 4.02 | 4.05 | -0.03 | 5.05 | -1.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.22 | 34.85 | 13.37 | 7.06 | 41.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -3.55 | 0.91 | -4.46 | 7.94 | -11.49 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ETHIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.77 | -26.41 | -10.36 | | 2007 | | | 1.51 | 1.47 | 0.04 | | 2006 | | | 11.83 | 10.14 | 1.69 | | 2005 | | | 3.87 | 2.59 | 1.28 | | 2004 | | | N/A | 9.99 | N/A | | 2003 | | | N/A | 24.36 | N/A | | 2002 | | | N/A | -1.52 | N/A | | 2001 | | | N/A | 2.39 | N/A | | 2000 | | | N/A | -7.12 | N/A | | 1999 | | | N/A | 5.05 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
ETHIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.47 | 26.39 | 15.83 | N/A | | 2008 | -4.59 | 3.28 | -9.60 | -29.02 | | 2007 | 2.69 | 0.80 | -0.84 | -1.10 | | 2006 | 3.37 | 1.02 | 3.02 | 3.95 | | 2005 | -0.89 | 1.85 | 2.22 | 0.67 | | 2004 | N/A | 0.47 | 2.96 | 5.79 | | 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 | 27 | 547 | 4.94 | | 1-Month | 144 | 577 | 24.96 | | 3-Month | 68 | 573 | 11.87 | | 6-Month | 49 | 553 | 8.86 | | 1-Year | 154 | 546 | 28.21 | | 3-Year | 343 | 471 | 72.82 | | 5-Year | 226 | 401 | 56.36 |
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0.50% Nasdaq 0.00%
Performance
