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| Morningstar Return Rating: | Average | | Year to Date Return: | 31.53% | | 5-Year Average Return: | 2.23% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 16.31% | |
Worst 1-Yr Total Return (2008): | -45.01% | |
Best 3-Yr Total Return (2005-7): | 11.83% | |
Worst 3-Yr Total Return (2006-8): | -12.88% |
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| 1-Year: | 1.28% | | 3-Year: | -2.80% | | 5-Year: | 2.93% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | JCEBX | Category | Diff | Index* | Diff | | Year To Date | 31.53 | 25.80 | 5.73 | 17.05 | 14.48 | | 1-Month | -5.63 | -4.37 | -1.26 | -1.86 | -3.77 | | 3-Month | 3.65 | 4.09 | -0.44 | 5.48 | -1.83 | | 1-Year | 30.36 | 16.23 | 14.13 | 9.80 | 20.56 | | 3-Year | -5.26 | -5.36 | 0.1 | -7.02 | 1.76 | | 5-Year | 2.23 | 1.68 | 0.55 | 0.33 | 1.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.27 | 47.87 | 6.4 | 45.76 | 8.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.67 | -19.87 | 9.2 | -18.25 | 7.58 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | JCEBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.01 | -43.77 | -1.24 | | 2007 | | | 14.81 | 15.09 | -0.28 | | 2006 | | | 4.72 | 9.00 | -4.28 | | 2005 | | | 16.31 | 9.84 | 6.47 | | 2004 | | | 11.56 | 13.23 | -1.67 | | 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
JCEBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.03 | 20.16 | 17.21 | N/A | | 2008 | -18.54 | -2.78 | -8.94 | -23.75 | | 2007 | 3.44 | 10.97 | 4.11 | -3.93 | | 2006 | 6.92 | -7.38 | -1.54 | 7.40 | | 2005 | -0.16 | 3.12 | 9.08 | 3.58 | | 2004 | 3.50 | 0.00 | -1.61 | 9.55 | | 2003 | N/A | N/A | N/A | 12.43 | | 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 | 186 | 848 | 21.93 | | 1-Month | 198 | 901 | 21.98 | | 3-Month | 368 | 898 | 40.98 | | 6-Month | 590 | 868 | 67.97 | | 1-Year | 36 | 847 | 4.25 | | 3-Year | 273 | 749 | 36.45 | | 5-Year | 214 | 636 | 33.65 |
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