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| Morningstar Return Rating: | Above average | | Year to Date Return: | 14.77% | | 5-Year Average Return: | 2.86% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.95% | |
Worst 1-Yr Total Return (2008): | -31.30% | |
Best 3-Yr Total Return (2004-6): | 11.80% | |
Worst 3-Yr Total Return (2006-8): | -4.12% |
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| 1-Year: | -7.17% | | 3-Year: | -0.98% | | 5-Year: | 3.76% | | 10-Year: | 5.01% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FEAMX | Category | Diff | Index* | Diff | | Year To Date | 14.77 | 25.56 | -10.79 | 17.05 | -2.28 | | 1-Month | -3.09 | -4.12 | 1.03 | -1.86 | -1.23 | | 3-Month | 2.13 | 5.04 | -2.91 | 5.48 | -3.35 | | 1-Year | 8.34 | 18.21 | -9.87 | 9.80 | -1.46 | | 3-Year | -2.88 | -6.38 | 3.5 | -7.02 | 4.14 | | 5-Year | 2.86 | 1.42 | 1.44 | 0.33 | 2.53 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 28.06 | 53.89 | -25.83 | 45.76 | -17.7 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.38 | -16.12 | -6.26 | -18.25 | -4.13 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FEAMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.30 | -39.18 | 7.88 | | 2007 | | | 11.61 | 4.85 | 6.76 | | 2006 | | | 14.95 | 14.03 | 0.92 | | 2005 | | | 5.78 | 9.25 | -3.47 | | 2004 | | | 14.93 | 16.30 | -1.37 | | 2003 | | | 21.46 | 36.28 | -14.82 | | 2002 | | | -7.90 | -16.55 | 8.65 | | 2001 | | | 7.40 | -3.12 | 10.52 | | 2000 | | | -0.41 | 6.36 | -6.77 | | 1999 | | | 10.54 | 20.92 | -10.38 |
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| PAST QUARTERLY RETURNS (%) FOR
FEAMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.59 | 12.76 | 10.08 | N/A | | 2008 | -6.79 | 7.15 | -13.05 | -20.88 | | 2007 | 4.64 | 7.99 | -0.22 | -1.01 | | 2006 | 5.79 | -1.56 | 3.25 | 6.91 | | 2005 | -0.08 | 0.16 | 2.97 | 2.65 | | 2004 | 5.42 | 0.91 | -0.82 | 8.93 | | 2003 | -2.34 | 8.79 | 3.87 | 10.07 | | 2002 | 4.21 | -7.26 | -7.68 | 3.22 | | 2001 | -1.70 | 10.34 | -9.41 | 9.31 | | 2000 | -3.26 | -3.27 | 2.06 | 4.28 | | 1999 | N/A | N/A | N/A | 7.39 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 433 | 461 | 93.93 | | 1-Month | 271 | 484 | 55.99 | | 3-Month | 284 | 482 | 58.92 | | 6-Month | 433 | 466 | 92.92 | | 1-Year | 367 | 459 | 79.96 | | 3-Year | 45 | 378 | 11.90 | | 5-Year | 73 | 298 | 24.50 |
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0.22% Nasdaq 
Performance
