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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.80% | | 5-Year Average Return: | -0.48% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.41% | |
Worst 1-Yr Total Return (2008): | -37.65% | |
Best 3-Yr Total Return (2004-6): | 9.03% | |
Worst 3-Yr Total Return (2006-8): | -9.43% |
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| 1-Year: | -8.84% | | 3-Year: | -6.53% | | 5-Year: | -0.19% | | 10-Year: | -1.43% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FCEIX | Category | Diff | Index* | Diff | | Year To Date | 22.80 | 25.10 | -2.3 | 24.07 | -1.27 | | 1-Month | 5.88 | 5.28 | 0.6 | 6.00 | -0.12 | | 3-Month | 7.51 | 7.01 | 0.5 | 7.91 | -0.4 | | 1-Year | 23.96 | 28.01 | -4.05 | 25.39 | -1.43 | | 3-Year | -6.88 | -5.87 | -1.01 | -5.79 | -1.09 | | 5-Year | -0.48 | 0.64 | -1.12 | 0.71 | -1.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.75 | 46.08 | -1.33 | 45.76 | -1.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.11 | -17.41 | -1.7 | -18.25 | -0.86 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FCEIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.65 | -37.79 | 0.14 | | 2007 | | | 4.15 | 6.16 | -2.01 | | 2006 | | | 14.41 | 14.17 | 0.24 | | 2005 | | | 3.58 | 5.88 | -2.30 | | 2004 | | | 9.39 | 10.02 | -0.63 | | 2003 | | | 26.91 | 27.05 | -0.14 | | 2002 | | | -23.01 | -22.25 | -0.76 | | 2001 | | | -13.00 | -13.50 | 0.50 | | 2000 | | | -10.48 | -6.31 | -4.17 | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FCEIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.17 | 15.55 | 15.23 | N/A | | 2008 | -9.67 | -2.95 | -8.63 | -22.15 | | 2007 | 0.29 | 5.93 | 1.73 | -3.63 | | 2006 | 3.93 | -1.72 | 5.33 | 6.34 | | 2005 | -2.44 | 1.05 | 3.27 | 1.74 | | 2004 | 1.34 | 1.38 | -2.19 | 8.87 | | 2003 | -3.46 | 15.00 | 2.30 | 11.75 | | 2002 | -0.01 | -13.71 | -17.37 | 7.99 | | 2001 | -12.07 | 5.49 | -14.96 | 10.29 | | 2000 | 1.68 | -2.96 | -1.28 | -8.10 | | 1999 | N/A | N/A | N/A | 14.28 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1333 | 2021 | 65.96 | | 1-Month | 950 | 2113 | 44.96 | | 3-Month | 710 | 2091 | 33.96 | | 6-Month | 743 | 2064 | 36.00 | | 1-Year | 1201 | 2011 | 59.72 | | 3-Year | 1075 | 1707 | 62.98 | | 5-Year | 918 | 1360 | 67.50 |
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