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| Morningstar Return Rating: | Below average | | Year to Date Return: | 30.15% | | 5-Year Average Return: | 4.10% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 33.62% | |
Worst 1-Yr Total Return (2008): | -48.21% | |
Best 3-Yr Total Return (2004-6): | 20.63% | |
Worst 3-Yr Total Return (2006-8): | -7.78% |
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| 1-Year: | -7.17% | | 3-Year: | -6.43% | | 5-Year: | 5.45% | | 10-Year: | 3.32% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FBEAX | Category | Diff | Index* | Diff | | Year To Date | 30.15 | 45.25 | -15.1 | 29.91 | 0.24 | | 1-Month | 4.20 | 3.69 | 0.51 | 2.00 | 2.2 | | 3-Month | 5.71 | 8.95 | -3.24 | 4.58 | 1.13 | | 1-Year | 39.79 | 49.46 | -9.67 | 37.72 | 2.07 | | 3-Year | -7.52 | -6.05 | -1.47 | -5.52 | -2 | | 5-Year | 4.10 | 5.51 | -1.41 | 4.13 | -0.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.56 | 67.09 | -9.53 | 59.35 | -1.79 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.18 | -18.39 | -1.79 | -14.95 | -5.23 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FBEAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.21 | -49.79 | 1.58 | | 2007 | | | 13.34 | 12.52 | 0.82 | | 2006 | | | 33.62 | 33.56 | 0.06 | | 2005 | | | 15.02 | 15.27 | -0.25 | | 2004 | | | 14.21 | 21.40 | -7.19 | | 2003 | | | 35.03 | 39.00 | -3.97 | | 2002 | | | -16.79 | -13.89 | -2.90 | | 2001 | | | -16.34 | -19.15 | 2.81 | | 2000 | | | -8.56 | -9.12 | 0.56 | | 1999 | | | 19.85 | 30.54 | -10.69 |
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| PAST QUARTERLY RETURNS (%) FOR
FBEAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.59 | 23.31 | 20.02 | N/A | | 2008 | -10.15 | -2.62 | -22.44 | -23.68 | | 2007 | 4.05 | 4.74 | 4.04 | -0.03 | | 2006 | 15.66 | -2.08 | 5.59 | 11.73 | | 2005 | 1.32 | 0.16 | 9.82 | 3.20 | | 2004 | 3.76 | -2.18 | -1.95 | 14.74 | | 2003 | -10.66 | 23.44 | 4.26 | 17.44 | | 2002 | 4.86 | -0.81 | -23.65 | 4.79 | | 2001 | -13.87 | -0.31 | -11.93 | 10.63 | | 2000 | 1.45 | -6.13 | -5.94 | 2.07 | | 1999 | N/A | N/A | N/A | 22.45 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 74 | 116 | 63.79 | | 1-Month | 97 | 128 | 75.78 | | 3-Month | 100 | 126 | 79.37 | | 6-Month | 101 | 121 | 83.47 | | 1-Year | 52 | 114 | 45.61 | | 3-Year | 52 | 100 | 52.00 | | 5-Year | 47 | 94 | 50.00 |
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