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| Morningstar Return Rating: | Above average | | Year to Date Return: | 40.46% | | 5-Year Average Return: | 3.35% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 17.19% | |
Worst 1-Yr Total Return (2008): | -44.39% | |
Best 3-Yr Total Return (2005-7): | 12.96% | |
Worst 3-Yr Total Return (2006-8): | -11.89% |
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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 | JCEIX | Category | Diff | Index* | Diff | | Year To Date | 40.46 | 31.59 | 8.87 | 24.07 | 16.39 | | 1-Month | 5.96 | 4.49 | 1.47 | 6.00 | -0.04 | | 3-Month | 6.15 | 6.16 | -0.01 | 7.91 | -1.76 | | 1-Year | 49.94 | 35.24 | 14.7 | 25.39 | 24.55 | | 3-Year | -3.36 | -5.04 | 1.68 | -5.79 | 2.43 | | 5-Year | 3.35 | 1.47 | 1.88 | 0.71 | 2.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.17 | 48.99 | 6.18 | 45.76 | 9.41 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.70 | -20.53 | 10.83 | -18.25 | 8.55 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | JCEIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.39 | -43.77 | -0.62 | | 2007 | | | 16.18 | 15.09 | 1.09 | | 2006 | | | 5.88 | 9.00 | -3.12 | | 2005 | | | 17.19 | 9.84 | 7.35 | | 2004 | | | 12.39 | 13.23 | -0.84 | | 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
JCEIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.85 | 20.47 | 17.60 | N/A | | 2008 | -18.38 | -2.48 | -8.66 | -23.51 | | 2007 | 3.79 | 11.24 | 4.42 | -3.63 | | 2006 | 7.17 | -7.13 | -1.19 | 7.67 | | 2005 | 0.08 | 3.32 | 9.25 | 3.73 | | 2004 | 3.66 | 0.25 | -1.43 | 9.71 | | 2003 | N/A | N/A | N/A | 12.71 | | 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 | 148 | 827 | 17.90 | | 1-Month | 484 | 881 | 54.94 | | 3-Month | 571 | 879 | 64.96 | | 6-Month | 310 | 862 | 35.96 | | 1-Year | 86 | 825 | 10.42 | | 3-Year | 194 | 734 | 26.43 | | 5-Year | 138 | 632 | 21.84 |
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