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| Morningstar Return Rating: | Average | | Year to Date Return: | 19.30% | | 5-Year Average Return: | 0.61% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.58% | |
Worst 1-Yr Total Return (2008): | -40.10% | |
Best 3-Yr Total Return (2004-6): | 12.28% | |
Worst 3-Yr Total Return (2006-8): | -8.71% |
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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 | FDEQX | Category | Diff | Index* | Diff | | Year To Date | 19.30 | 25.10 | -5.8 | 24.07 | -4.77 | | 1-Month | 5.32 | 5.28 | 0.04 | 6.00 | -0.68 | | 3-Month | 6.46 | 7.01 | -0.55 | 7.91 | -1.45 | | 1-Year | 22.35 | 28.01 | -5.66 | 25.39 | -3.04 | | 3-Year | -6.95 | -5.87 | -1.08 | -5.79 | -1.16 | | 5-Year | 0.61 | 0.64 | -0.03 | 0.71 | -0.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.04 | 46.08 | -6.04 | 45.76 | -5.72 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.72 | -17.41 | -4.31 | -18.25 | -3.47 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FDEQX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.10 | -37.79 | -2.31 | | 2007 | | | 10.84 | 6.16 | 4.68 | | 2006 | | | 14.58 | 14.17 | 0.41 | | 2005 | | | 10.27 | 5.88 | 4.39 | | 2004 | | | 12.02 | 10.02 | 2.00 | | 2003 | | | 27.18 | 27.05 | 0.13 | | 2002 | | | -18.56 | -22.25 | 3.69 | | 2001 | | | -14.21 | -13.50 | -0.71 | | 2000 | | | -3.48 | -6.31 | 2.83 | | 1999 | | | 22.41 | 20.16 | 2.25 |
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| PAST QUARTERLY RETURNS (%) FOR
FDEQX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.14 | 13.57 | 15.65 | N/A | | 2008 | -12.47 | 1.24 | -11.85 | -23.33 | | 2007 | 2.93 | 6.33 | 0.98 | 0.30 | | 2006 | 4.62 | -1.03 | 3.45 | 6.98 | | 2005 | 0.43 | 2.09 | 5.63 | 1.81 | | 2004 | 2.55 | 0.86 | -1.83 | 10.32 | | 2003 | -1.56 | 13.34 | 2.29 | 11.43 | | 2002 | 1.27 | -9.65 | -14.39 | 3.98 | | 2001 | -13.09 | 4.63 | -13.84 | 9.49 | | 2000 | 4.72 | 0.00 | -0.97 | -6.93 | | 1999 | N/A | N/A | N/A | 14.85 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1637 | 2021 | 81.00 | | 1-Month | 1880 | 2113 | 88.97 | | 3-Month | 1359 | 2091 | 64.99 | | 6-Month | 1320 | 2064 | 63.95 | | 1-Year | 1349 | 2011 | 67.08 | | 3-Year | 1081 | 1707 | 63.33 | | 5-Year | 544 | 1360 | 40.00 |
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0.49% Nasdaq 
Performance
