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| Morningstar Return Rating: | Average | | Year to Date Return: | 22.70% | | 5-Year Average Return: | -0.75% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.83% | |
Worst 1-Yr Total Return (2008): | -40.76% | |
Best 3-Yr Total Return (2004-6): | 11.55% | |
Worst 3-Yr Total Return (2006-8): | -10.57% |
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| 1-Year: | -10.45% | | 3-Year: | -8.83% | | 5-Year: | -0.90% | | 10-Year: | 1.89% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FEIRX | Category | Diff | Index* | Diff | | Year To Date | 22.70 | 21.73 | 0.97 | 24.07 | -1.37 | | 1-Month | 5.12 | 5.16 | -0.04 | 6.00 | -0.88 | | 3-Month | 5.45 | 6.45 | -1 | 7.91 | -2.46 | | 1-Year | 23.35 | 24.67 | -1.32 | 25.39 | -2.04 | | 3-Year | -8.66 | -7.33 | -1.33 | -5.79 | -2.87 | | 5-Year | -0.75 | 0.27 | -1.02 | 0.71 | -1.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.12 | 47.53 | 7.59 | 45.76 | 9.36 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.26 | -16.99 | -2.27 | -18.25 | -1.01 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FEIRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.76 | -37.09 | -3.67 | | 2007 | | | 3.35 | 1.42 | 1.93 | | 2006 | | | 16.83 | 18.15 | -1.32 | | 2005 | | | 6.17 | 5.95 | 0.22 | | 2004 | | | 11.89 | 12.97 | -1.08 | | 2003 | | | 28.41 | 28.44 | -0.03 | | 2002 | | | -15.64 | -18.69 | 3.05 | | 2001 | | | -2.43 | -4.99 | 2.56 | | 2000 | | | 9.34 | 7.87 | 1.47 | | 1999 | | | 3.21 | 6.72 | -3.51 |
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| PAST QUARTERLY RETURNS (%) FOR
FEIRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.68 | 18.80 | 18.39 | N/A | | 2008 | -9.83 | -5.91 | -9.71 | -22.67 | | 2007 | 0.78 | 5.77 | 1.25 | -4.24 | | 2006 | 4.78 | -1.27 | 5.69 | 6.86 | | 2005 | -0.77 | 0.59 | 4.20 | 2.09 | | 2004 | 3.33 | 1.84 | -2.14 | 8.66 | | 2003 | -5.81 | 16.76 | 2.78 | 13.60 | | 2002 | 4.62 | -9.28 | -18.58 | 9.16 | | 2001 | -4.67 | 5.82 | -11.70 | 9.53 | | 2000 | -2.67 | -1.86 | 7.76 | 6.23 | | 1999 | N/A | N/A | N/A | 6.08 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 568 | 1293 | 43.93 | | 1-Month | 1177 | 1338 | 87.97 | | 3-Month | 1089 | 1329 | 81.94 | | 6-Month | 435 | 1320 | 32.95 | | 1-Year | 480 | 1280 | 37.50 | | 3-Year | 656 | 1088 | 60.29 | | 5-Year | 589 | 917 | 64.23 |
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0.02% Nasdaq 
Performance
