|
| Morningstar Return Rating: | Average | | Year to Date Return: | 65.09% | | 5-Year Average Return: | 18.80% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 40.46% | |
Worst 1-Yr Total Return (2008): | -45.79% | |
Best 3-Yr Total Return (2005-7): | 36.75% | |
Worst 3-Yr Total Return (2006-8): | 1.80% |
|
| 1-Year: | 29.25% | | 3-Year: | 11.61% | | 5-Year: | 18.94% | | 10-Year: | 8.59% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FEATX | Category | Diff | Index* | Diff | | Year To Date | 65.09 | 66.10 | -1.01 | 29.91 | 35.18 | | 1-Month | 5.55 | 5.54 | 0.01 | 2.00 | 3.55 | | 3-Month | 12.04 | 13.38 | -1.34 | 4.58 | 7.46 | | 1-Year | 81.88 | 84.35 | -2.47 | 37.72 | 44.16 | | 3-Year | 10.08 | 7.50 | 2.58 | -5.52 | 15.6 | | 5-Year | 18.80 | 14.71 | 4.09 | 4.13 | 14.67 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 82.04 | 75.73 | 6.31 | 59.35 | 22.69 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.82 | 0.92 | 7.9 | -14.95 | 23.77 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FEATX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.79 | -53.50 | 7.71 | | 2007 | | | 40.46 | 47.53 | -7.07 | | 2006 | | | 38.56 | 45.36 | -6.80 | | 2005 | | | 31.42 | 21.30 | 10.12 | | 2004 | | | 12.73 | 13.21 | -0.48 | | 2003 | | | 41.00 | 53.64 | -12.64 | | 2002 | | | -12.62 | -8.76 | -3.86 | | 2001 | | | -5.94 | -2.63 | -3.31 | | 2000 | | | -37.15 | -25.36 | -11.79 | | 1999 | | | N/A | 73.61 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
FEATX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.42 | 34.42 | 20.54 | N/A | | 2008 | -14.68 | -6.48 | -18.98 | -16.15 | | 2007 | 1.74 | 17.94 | 16.87 | 0.17 | | 2006 | 10.16 | 0.10 | 6.06 | 18.48 | | 2005 | 6.38 | 4.02 | 11.23 | 6.78 | | 2004 | 7.39 | -13.20 | 8.56 | 11.41 | | 2003 | -9.80 | 16.82 | 17.24 | 14.14 | | 2002 | 9.38 | -7.42 | -17.01 | 3.97 | | 2001 | -7.04 | -1.82 | -21.00 | 30.47 | | 2000 | -0.16 | -13.03 | -17.31 | -12.47 | | 1999 | N/A | N/A | N/A | 29.92 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 62 | 160 | 38.75 | | 1-Month | 31 | 173 | 17.92 | | 3-Month | 82 | 171 | 47.95 | | 6-Month | 53 | 168 | 31.55 | | 1-Year | 45 | 148 | 30.41 | | 3-Year | 24 | 106 | 22.64 | | 5-Year | 8 | 79 | 10.13 |
|
|
|
|
|
0.01% Nasdaq 
Performance
