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| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.36% | | 5-Year Average Return: | -1.19% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.73% | |
Worst 1-Yr Total Return (2008): | -40.38% | |
Best 3-Yr Total Return (2004-6): | 9.35% | |
Worst 3-Yr Total Return (2006-8): | -10.86% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FEQTX | Category | Diff | Index* | Diff | | Year To Date | 23.36 | 21.73 | 1.63 | 24.07 | -0.71 | | 1-Month | 5.14 | 5.16 | -0.02 | 6.00 | -0.86 | | 3-Month | 5.60 | 6.45 | -0.85 | 7.91 | -2.31 | | 1-Year | 24.07 | 24.67 | -0.6 | 25.39 | -1.32 | | 3-Year | -7.92 | -7.33 | -0.59 | -5.79 | -2.13 | | 5-Year | -1.19 | 0.27 | -1.46 | 0.71 | -1.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.58 | 47.53 | 8.05 | 45.76 | 9.82 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.52 | -16.99 | -1.53 | -18.25 | -0.27 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FEQTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.38 | -37.09 | -3.29 | | 2007 | | | 4.47 | 1.42 | 3.05 | | 2006 | | | 13.73 | 18.15 | -4.42 | | 2005 | | | 4.63 | 5.95 | -1.32 | | 2004 | | | 9.88 | 12.97 | -3.09 | | 2003 | | | 32.60 | 28.44 | 4.16 | | 2002 | | | -15.43 | -18.69 | 3.26 | | 2001 | | | -7.16 | -4.99 | -2.17 | | 2000 | | | 7.46 | 7.87 | -0.41 | | 1999 | | | 4.37 | 6.72 | -2.35 |
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| PAST QUARTERLY RETURNS (%) FOR
FEQTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.56 | 19.03 | 18.54 | N/A | | 2008 | -9.70 | -5.97 | -9.47 | -22.45 | | 2007 | 1.40 | 6.15 | 1.24 | -4.12 | | 2006 | 4.52 | -2.12 | 4.42 | 6.45 | | 2005 | -2.16 | 0.61 | 4.17 | 2.05 | | 2004 | 0.47 | 0.00 | 0.18 | 9.17 | | 2003 | -4.94 | 19.60 | 3.56 | 12.62 | | 2002 | 2.65 | -10.75 | -16.41 | 10.43 | | 2001 | -7.48 | 4.75 | -13.40 | 10.61 | | 2000 | -0.63 | -3.97 | 9.05 | 3.27 | | 1999 | N/A | N/A | N/A | 4.71 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 504 | 1293 | 38.98 | | 1-Month | 1137 | 1338 | 84.98 | | 3-Month | 1049 | 1329 | 78.93 | | 6-Month | 382 | 1320 | 28.94 | | 1-Year | 415 | 1280 | 32.42 | | 3-Year | 535 | 1088 | 49.17 | | 5-Year | 638 | 917 | 69.57 |
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0.49% Nasdaq 
Performance
