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| Morningstar Return Rating: | Below average | | Year to Date Return: | 18.40% | | 5-Year Average Return: | -0.76% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.91% | |
Worst 1-Yr Total Return (2008): | -37.06% | |
Best 3-Yr Total Return (2004-6): | 12.36% | |
Worst 3-Yr Total Return (2006-8): | -8.81% |
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| 1-Year: | -11.67% | | 3-Year: | -8.00% | | 5-Year: | -0.36% | | 10-Year: | 1.72% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FEQCX | Category | Diff | Index* | Diff | | Year To Date | 18.40 | 21.73 | -3.33 | 24.07 | -5.67 | | 1-Month | 4.74 | 5.16 | -0.42 | 6.00 | -1.26 | | 3-Month | 5.86 | 6.45 | -0.59 | 7.91 | -2.05 | | 1-Year | 22.47 | 24.67 | -2.2 | 25.39 | -2.92 | | 3-Year | -8.61 | -7.33 | -1.28 | -5.79 | -2.82 | | 5-Year | -0.76 | 0.27 | -1.03 | 0.71 | -1.47 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.63 | 47.53 | -0.9 | 45.76 | 0.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.11 | -16.99 | -3.12 | -18.25 | -1.86 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FEQCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.06 | -37.09 | 0.03 | | 2007 | | | 0.48 | 1.42 | -0.94 | | 2006 | | | 19.91 | 18.15 | 1.76 | | 2005 | | | 4.92 | 5.95 | -1.03 | | 2004 | | | 12.73 | 12.97 | -0.24 | | 2003 | | | 32.64 | 28.44 | 4.20 | | 2002 | | | -14.64 | -18.69 | 4.05 | | 2001 | | | -13.29 | -4.99 | -8.30 | | 2000 | | | 11.87 | 7.87 | 4.00 | | 1999 | | | -5.37 | 6.72 | -12.09 |
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| PAST QUARTERLY RETURNS (%) FOR
FEQCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.80 | 15.41 | 16.20 | N/A | | 2008 | -7.46 | -5.45 | -6.78 | -22.84 | | 2007 | 0.85 | 5.65 | -0.29 | -5.42 | | 2006 | 5.60 | 1.08 | 5.46 | 6.52 | | 2005 | 0.16 | 0.92 | 4.80 | -0.95 | | 2004 | 2.69 | 2.15 | 0.64 | 6.78 | | 2003 | -5.46 | 18.81 | 2.73 | 14.95 | | 2002 | 1.42 | -10.09 | -14.06 | 8.93 | | 2001 | -11.06 | 1.99 | -9.29 | 5.37 | | 2000 | -6.96 | 6.47 | 7.12 | 5.43 | | 1999 | N/A | N/A | N/A | 4.16 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 788 | 1293 | 60.94 | | 1-Month | 535 | 1338 | 39.99 | | 3-Month | 624 | 1329 | 46.95 | | 6-Month | 910 | 1320 | 68.94 | | 1-Year | 623 | 1280 | 48.67 | | 3-Year | 616 | 1088 | 56.62 | | 5-Year | 518 | 917 | 56.49 |
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0.51% Nasdaq 0.00%
Performance
