|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.63% | | 5-Year Average Return: | -2.14% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 11.36% | |
Worst 1-Yr Total Return (2008): | -35.45% | |
Best 3-Yr Total Return (2004-6): | 7.19% | |
Worst 3-Yr Total Return (2006-8): | -13.31% |
|
| 1-Year: | -1.68% | | 3-Year: | -7.65% | | 5-Year: | -0.65% | | 10-Year: | -0.54% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FCECX | Category | Diff | Index* | Diff | | Year To Date | 23.63 | 25.56 | -1.93 | 17.05 | 6.58 | | 1-Month | -3.68 | -3.46 | -0.22 | -1.86 | -1.82 | | 3-Month | 4.42 | 5.70 | -1.28 | 5.48 | -1.06 | | 1-Year | 16.91 | 18.30 | -1.39 | 9.80 | 7.11 | | 3-Year | -10.50 | -10.40 | -0.1 | -7.02 | -3.48 | | 5-Year | -2.14 | -2.28 | 0.14 | 0.33 | -2.47 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.90 | 53.82 | -2.92 | 45.76 | 5.14 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.37 | -16.21 | 2.84 | -18.25 | 4.88 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FCECX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.45 | -39.80 | 4.35 | | 2007 | | | -9.36 | -6.83 | -2.53 | | 2006 | | | 11.36 | 16.06 | -4.70 | | 2005 | | | 2.01 | -0.22 | 2.23 | | 2004 | | | 8.40 | 12.53 | -4.13 | | 2003 | | | 23.72 | 30.18 | -6.46 | | 2002 | | | -16.24 | -17.74 | 1.50 | | 2001 | | | -3.80 | -1.13 | -2.67 | | 2000 | | | -9.71 | -14.28 | 4.57 | | 1999 | | | 9.36 | 14.76 | -5.40 |
|
| PAST QUARTERLY RETURNS (%) FOR
FCECX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.09 | 13.72 | 17.68 | N/A | | 2008 | -8.33 | -8.00 | -1.08 | -22.63 | | 2007 | 3.33 | 1.64 | -4.71 | -9.42 | | 2006 | 4.17 | -2.69 | 4.75 | 4.88 | | 2005 | -2.37 | 1.55 | -1.53 | 4.49 | | 2004 | 2.54 | -3.08 | -3.86 | 13.46 | | 2003 | -3.06 | 13.51 | 2.40 | 9.81 | | 2002 | 3.92 | -6.79 | -15.00 | 1.73 | | 2001 | -6.21 | 6.27 | -12.07 | 9.77 | | 2000 | -7.30 | -2.34 | -3.86 | 3.74 | | 1999 | N/A | N/A | N/A | 13.80 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 16 | 30 | 53.33 | | 1-Month | 9 | 30 | 30.00 | | 3-Month | 22 | 30 | 73.33 | | 6-Month | 23 | 30 | 76.67 | | 1-Year | 15 | 30 | 50.00 | | 3-Year | 13 | 29 | 44.83 | | 5-Year | 12 | 27 | 44.44 |
|
|
|
|
|
0.22% Nasdaq 
Performance
