|
| Morningstar Return Rating: | Average | | Year to Date Return: | 7.53% | | 5-Year Average Return: | 1.24% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.00% | |
Worst 1-Yr Total Return (2008): | -28.95% | |
Best 3-Yr Total Return (2005-7): | 9.35% | |
Worst 3-Yr Total Return (2006-8): | -3.04% |
|
| 1-Year: | -15.27% | | 3-Year: | -4.11% | | 5-Year: | 0.85% | | 10-Year: | 1.77% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FEDEX | Category | Diff | Index* | Diff | | Year To Date | 7.53 | 18.65 | -11.12 | 17.05 | -9.52 | | 1-Month | -1.71 | -2.18 | 0.47 | -1.86 | 0.15 | | 3-Month | 1.83 | 5.08 | -3.25 | 5.48 | -3.65 | | 1-Year | 1.71 | 11.86 | -10.15 | 9.80 | -8.09 | | 3-Year | -4.14 | -6.78 | 2.64 | -7.02 | 2.88 | | 5-Year | 1.24 | 0.49 | 0.75 | 0.33 | 0.91 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.23 | 45.26 | -13.03 | 45.76 | -13.53 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.05 | -15.99 | -3.06 | -18.25 | -0.8 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FEDEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -28.95 | -37.79 | 8.84 | | 2007 | | | 10.60 | 6.16 | 4.44 | | 2006 | | | 16.00 | 14.17 | 1.83 | | 2005 | | | 1.92 | 5.88 | -3.96 | | 2004 | | | 7.19 | 10.02 | -2.83 | | 2003 | | | 23.81 | 27.05 | -3.24 | | 2002 | | | -18.76 | -22.25 | 3.49 | | 2001 | | | -6.19 | -13.50 | 7.31 | | 2000 | | | -3.82 | -6.31 | 2.49 | | 1999 | | | 43.39 | 20.16 | 23.23 |
|
| PAST QUARTERLY RETURNS (%) FOR
FEDEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.20 | 10.99 | 9.77 | N/A | | 2008 | -6.04 | -0.10 | -7.64 | -18.04 | | 2007 | 1.76 | 9.15 | 2.02 | -2.39 | | 2006 | 3.83 | -2.30 | 5.39 | 8.52 | | 2005 | -1.93 | 0.00 | 2.09 | 1.80 | | 2004 | 1.21 | 0.46 | -2.93 | 8.60 | | 2003 | -4.65 | 14.46 | 1.28 | 12.01 | | 2002 | 1.94 | -9.83 | -17.40 | 7.00 | | 2001 | -8.17 | 6.37 | -11.45 | 8.46 | | 2000 | 8.51 | -5.30 | 2.54 | -8.72 | | 1999 | N/A | N/A | N/A | 27.57 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1952 | 2013 | 96.97 | | 1-Month | 443 | 2110 | 21.00 | | 3-Month | 1901 | 2090 | 90.96 | | 6-Month | 1987 | 2049 | 96.97 | | 1-Year | 1543 | 1999 | 77.19 | | 3-Year | 226 | 1694 | 13.34 | | 5-Year | 304 | 1352 | 22.49 |
|
|
|
|
|
0.34% Nasdaq 
Performance
