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| Morningstar Return Rating: | Below average | | Year to Date Return: | 64.40% | | 5-Year Average Return: | 18.20% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 39.70% | |
Worst 1-Yr Total Return (2008): | -46.08% | |
Best 3-Yr Total Return (2005-7): | 36.06% | |
Worst 3-Yr Total Return (2006-8): | 1.29% |
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| 1-Year: | 28.35% | | 3-Year: | 11.59% | | 5-Year: | 19.01% | | 10-Year: | 8.42% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FERBX | Category | Diff | Index* | Diff | | Year To Date | 64.40 | 66.10 | -1.7 | 29.91 | 34.49 | | 1-Month | 5.52 | 5.54 | -0.02 | 2.00 | 3.52 | | 3-Month | 11.92 | 13.38 | -1.46 | 4.58 | 7.34 | | 1-Year | 80.99 | 84.35 | -3.36 | 37.72 | 43.27 | | 3-Year | 9.53 | 7.50 | 2.03 | -5.52 | 15.05 | | 5-Year | 18.20 | 14.71 | 3.49 | 4.13 | 14.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 81.57 | 75.73 | 5.84 | 59.35 | 22.22 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.29 | 0.92 | 7.37 | -14.95 | 23.24 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FERBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.08 | -53.50 | 7.42 | | 2007 | | | 39.70 | 47.53 | -7.83 | | 2006 | | | 37.94 | 45.36 | -7.42 | | 2005 | | | 30.69 | 21.30 | 9.39 | | 2004 | | | 12.16 | 13.21 | -1.05 | | 2003 | | | 40.25 | 53.64 | -13.39 | | 2002 | | | -12.98 | -8.76 | -4.22 | | 2001 | | | -6.42 | -2.63 | -3.79 | | 2000 | | | -37.52 | -25.36 | -12.16 | | 1999 | | | N/A | 73.61 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FERBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.54 | 34.27 | 20.43 | N/A | | 2008 | -14.77 | -6.64 | -19.09 | -16.24 | | 2007 | 1.57 | 17.77 | 16.70 | 0.07 | | 2006 | 10.06 | -0.05 | 5.95 | 18.36 | | 2005 | 6.20 | 3.87 | 11.12 | 6.61 | | 2004 | 7.23 | -13.35 | 8.43 | 11.32 | | 2003 | -9.98 | 16.69 | 17.10 | 14.02 | | 2002 | 9.23 | -7.45 | -17.18 | 3.93 | | 2001 | -7.19 | -1.94 | -21.05 | 30.24 | | 2000 | -0.32 | -13.19 | -17.36 | -12.63 | | 1999 | N/A | N/A | N/A | 29.75 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 65 | 160 | 40.63 | | 1-Month | 32 | 173 | 18.50 | | 3-Month | 83 | 171 | 48.54 | | 6-Month | 57 | 168 | 33.93 | | 1-Year | 47 | 148 | 31.76 | | 3-Year | 32 | 106 | 30.19 | | 5-Year | 11 | 79 | 13.92 |
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0.11% Nasdaq 
0.01%
Performance
