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| Morningstar Return Rating: | Below average | | Year to Date Return: | 32.56% | | 5-Year Average Return: | -9.77% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2004): | 39.45% | |
Worst 1-Yr Total Return (2008): | -55.64% | |
Best 3-Yr Total Return (2004-6): | 15.06% | |
Worst 3-Yr Total Return (2006-8): | -30.14% |
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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 | EUEYX | Category | Diff | Index* | Diff | | Year To Date | 32.56 | 15.25 | 17.31 | 17.05 | 15.51 | | 1-Month | -5.72 | -4.31 | -1.41 | -1.86 | -3.86 | | 3-Month | 13.73 | 15.19 | -1.46 | 5.48 | 8.25 | | 1-Year | 21.14 | 2.82 | 18.32 | 9.80 | 11.34 | | 3-Year | -21.38 | -16.35 | -5.03 | -7.02 | -14.36 | | 5-Year | -9.77 | -1.54 | -8.23 | 0.33 | -10.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 114.06 | 77.87 | 36.19 | 45.76 | 68.3 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.30 | -29.96 | 5.66 | -18.25 | -6.05 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | EUEYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -55.64 | -39.55 | -16.09 | | 2007 | | | -22.84 | -14.66 | -8.18 | | 2006 | | | -0.40 | 33.58 | -33.98 | | 2005 | | | 9.66 | 11.51 | -1.85 | | 2004 | | | 39.45 | 32.02 | 7.43 | | 2003 | | | 81.97 | 36.80 | 45.17 | | 2002 | | | 3.12 | 4.54 | -1.42 | | 2001 | | | 25.19 | 10.00 | 15.19 | | 2000 | | | 22.44 | 27.02 | -4.58 | | 1999 | | | -17.58 | -2.76 | -14.82 |
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| PAST QUARTERLY RETURNS (%) FOR
EUEYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -26.35 | 43.14 | 33.38 | N/A | | 2008 | -6.96 | -13.05 | -12.19 | -37.55 | | 2007 | -2.07 | -1.35 | -8.32 | -12.88 | | 2006 | 1.87 | -13.62 | 0.72 | 12.39 | | 2005 | 3.23 | 13.82 | -4.74 | -2.03 | | 2004 | 13.59 | -5.45 | 6.86 | 21.51 | | 2003 | 0.70 | 34.15 | 13.68 | 18.50 | | 2002 | 13.73 | 11.49 | -18.95 | 0.34 | | 2001 | 7.39 | 10.39 | -13.68 | 22.33 | | 2000 | 0.55 | 8.26 | 14.84 | -2.07 | | 1999 | N/A | N/A | N/A | -2.17 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 19 | 272 | 6.99 | | 1-Month | 287 | 287 | 100.00 | | 3-Month | 58 | 278 | 20.86 | | 6-Month | 46 | 275 | 16.73 | | 1-Year | 13 | 268 | 4.85 | | 3-Year | 180 | 232 | 77.59 | | 5-Year | 169 | 204 | 82.84 |
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