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| Morningstar Return Rating: | Average | | Year to Date Return: | 40.00% | | 5-Year Average Return: | 2.95% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 16.85% | |
Worst 1-Yr Total Return (2008): | -44.60% | |
Best 3-Yr Total Return (2005-7): | 12.49% | |
Worst 3-Yr Total Return (2006-8): | -12.28% |
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| 1-Year: | 1.68% | | 3-Year: | -2.86% | | 5-Year: | 2.84% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | JCEAX | Category | Diff | Index* | Diff | | Year To Date | 40.00 | 31.59 | 8.41 | 24.07 | 15.93 | | 1-Month | 5.92 | 4.49 | 1.43 | 6.00 | -0.08 | | 3-Month | 6.12 | 6.16 | -0.04 | 7.91 | -1.79 | | 1-Year | 49.47 | 35.24 | 14.23 | 25.39 | 24.08 | | 3-Year | -3.74 | -5.04 | 1.3 | -5.79 | 2.05 | | 5-Year | 2.95 | 1.47 | 1.48 | 0.71 | 2.24 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.81 | 48.99 | 5.82 | 45.76 | 9.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.00 | -20.53 | 10.53 | -18.25 | 8.25 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | JCEAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.60 | -43.77 | -0.83 | | 2007 | | | 15.70 | 15.09 | 0.61 | | 2006 | | | 5.29 | 9.00 | -3.71 | | 2005 | | | 16.85 | 9.84 | 7.01 | | 2004 | | | 12.06 | 13.23 | -1.17 | | 2003 | | | N/A | 35.96 | N/A | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
JCEAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.87 | 20.30 | 17.40 | N/A | | 2008 | -18.44 | -2.53 | -8.83 | -23.55 | | 2007 | 3.68 | 11.11 | 4.35 | -3.76 | | 2006 | 6.99 | -7.20 | -1.36 | 7.51 | | 2005 | -0.08 | 3.26 | 9.23 | 3.69 | | 2004 | 3.58 | 0.17 | -1.52 | 9.66 | | 2003 | N/A | N/A | N/A | 12.61 | | 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 | 157 | 827 | 18.98 | | 1-Month | 537 | 881 | 60.95 | | 3-Month | 597 | 879 | 67.92 | | 6-Month | 353 | 862 | 40.95 | | 1-Year | 91 | 825 | 11.03 | | 3-Year | 220 | 734 | 29.97 | | 5-Year | 167 | 632 | 26.42 |
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