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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.12% | | 5-Year Average Return: | -1.54% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.12% | |
Worst 1-Yr Total Return (2008): | -41.07% | |
Best 3-Yr Total Return (2004-6): | 10.86% | |
Worst 3-Yr Total Return (2006-8): | -11.09% |
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| 1-Year: | -12.26% | | 3-Year: | -9.07% | | 5-Year: | -1.12% | | 10-Year: | 1.66% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FEIBX | Category | Diff | Index* | Diff | | Year To Date | 16.12 | 15.79 | 0.33 | 17.05 | -0.93 | | 1-Month | -2.79 | -2.21 | -0.58 | -1.86 | -0.93 | | 3-Month | 5.81 | 5.62 | 0.19 | 5.48 | 0.33 | | 1-Year | 8.05 | 9.52 | -1.47 | 9.80 | -1.75 | | 3-Year | -10.10 | -8.36 | -1.74 | -7.02 | -3.08 | | 5-Year | -1.54 | 0.18 | -1.72 | 0.33 | -1.87 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.59 | 46.84 | 7.75 | 45.76 | 8.83 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.66 | -16.40 | -3.26 | -18.25 | -1.41 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FEIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.07 | -37.09 | -3.98 | | 2007 | | | 2.70 | 1.42 | 1.28 | | 2006 | | | 16.12 | 18.15 | -2.03 | | 2005 | | | 5.50 | 5.95 | -0.45 | | 2004 | | | 11.21 | 12.97 | -1.76 | | 2003 | | | 27.63 | 28.44 | -0.81 | | 2002 | | | -16.17 | -18.69 | 2.52 | | 2001 | | | -2.97 | -4.99 | 2.02 | | 2000 | | | 8.76 | 7.87 | 0.89 | | 1999 | | | 2.68 | 6.72 | -4.04 |
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| PAST QUARTERLY RETURNS (%) FOR
FEIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.81 | 18.63 | 18.21 | N/A | | 2008 | -9.96 | -6.05 | -9.83 | -22.74 | | 2007 | 0.62 | 5.63 | 1.07 | -4.40 | | 2006 | 4.60 | -1.42 | 5.53 | 6.71 | | 2005 | -0.92 | 0.40 | 4.04 | 1.94 | | 2004 | 3.20 | 1.66 | -2.27 | 8.47 | | 2003 | -5.95 | 16.63 | 2.63 | 13.39 | | 2002 | 4.48 | -9.42 | -18.70 | 8.97 | | 2001 | -4.81 | 5.70 | -11.82 | 9.37 | | 2000 | -2.81 | -1.99 | 7.60 | 6.11 | | 1999 | N/A | N/A | N/A | 5.96 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 560 | 1335 | 41.95 | | 1-Month | 1020 | 1379 | 73.97 | | 3-Month | 902 | 1368 | 65.94 | | 6-Month | 417 | 1346 | 30.98 | | 1-Year | 493 | 1318 | 37.41 | | 3-Year | 715 | 1124 | 63.61 | | 5-Year | 648 | 934 | 69.38 |
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0.16% Nasdaq 
Performance
