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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.96% | | 5-Year Average Return: | -0.90% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.94% | |
Worst 1-Yr Total Return (2008): | -37.03% | |
Best 3-Yr Total Return (2004-6): | 12.31% | |
Worst 3-Yr Total Return (2006-8): | -8.79% |
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| 1-Year: | -15.11% | | 3-Year: | -8.73% | | 5-Year: | -0.63% | | 10-Year: | 1.72% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FBEQX | Category | Diff | Index* | Diff | | Year To Date | 12.96 | 15.79 | -2.83 | 17.05 | -4.09 | | 1-Month | -2.27 | -2.21 | -0.06 | -1.86 | -0.41 | | 3-Month | 5.15 | 5.62 | -0.47 | 5.48 | -0.33 | | 1-Year | 7.88 | 9.52 | -1.64 | 9.80 | -1.92 | | 3-Year | -9.43 | -8.36 | -1.07 | -7.02 | -2.41 | | 5-Year | -0.90 | 0.18 | -1.08 | 0.33 | -1.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.65 | 46.84 | -0.19 | 45.76 | 0.89 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.13 | -16.40 | -3.73 | -18.25 | -1.88 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FBEQX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.03 | -37.09 | 0.06 | | 2007 | | | 0.46 | 1.42 | -0.96 | | 2006 | | | 19.94 | 18.15 | 1.79 | | 2005 | | | 4.91 | 5.95 | -1.04 | | 2004 | | | 12.58 | 12.97 | -0.39 | | 2003 | | | 32.93 | 28.44 | 4.49 | | 2002 | | | -14.62 | -18.69 | 4.07 | | 2001 | | | -13.14 | -4.99 | -8.15 | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FBEQX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.76 | 15.32 | 16.21 | N/A | | 2008 | -7.45 | -5.42 | -6.80 | -22.81 | | 2007 | 0.83 | 5.68 | -0.29 | -5.44 | | 2006 | 5.65 | 1.07 | 5.50 | 6.47 | | 2005 | 0.15 | 0.97 | 4.79 | -1.00 | | 2004 | 2.65 | 2.11 | 0.62 | 6.75 | | 2003 | -5.49 | 18.78 | 3.01 | 14.96 | | 2002 | 1.41 | -10.04 | -14.07 | 8.92 | | 2001 | -10.95 | 2.02 | -9.35 | 5.48 | | 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 | 801 | 1335 | 60.00 | | 1-Month | 965 | 1379 | 69.98 | | 3-Month | 971 | 1368 | 70.98 | | 6-Month | 780 | 1346 | 57.95 | | 1-Year | 666 | 1318 | 50.53 | | 3-Year | 635 | 1124 | 56.49 | | 5-Year | 578 | 934 | 61.88 |
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1.00% Nasdaq 
Performance
