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| Morningstar Return Rating: | Below average | | Year to Date Return: | 64.39% | | 5-Year Average Return: | 18.21% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 39.73% | |
Worst 1-Yr Total Return (2008): | -46.06% | |
Best 3-Yr Total Return (2005-7): | 36.06% | |
Worst 3-Yr Total Return (2006-8): | 1.32% |
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| 1-Year: | 32.31% | | 3-Year: | 12.40% | | 5-Year: | 19.21% | | 10-Year: | 8.44% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FERCX | Category | Diff | Index* | Diff | | Year To Date | 64.39 | 66.10 | -1.71 | 29.91 | 34.48 | | 1-Month | 5.54 | 5.54 | 0 | 2.00 | 3.54 | | 3-Month | 11.92 | 13.38 | -1.46 | 4.58 | 7.34 | | 1-Year | 81.03 | 84.35 | -3.32 | 37.72 | 43.31 | | 3-Year | 9.54 | 7.50 | 2.04 | -5.52 | 15.06 | | 5-Year | 18.21 | 14.71 | 3.5 | 4.13 | 14.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 81.50 | 75.73 | 5.77 | 59.35 | 22.15 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.21 | 0.92 | 7.29 | -14.95 | 23.16 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FERCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.06 | -53.50 | 7.44 | | 2007 | | | 39.73 | 47.53 | -7.80 | | 2006 | | | 38.00 | 45.36 | -7.36 | | 2005 | | | 30.62 | 21.30 | 9.32 | | 2004 | | | 12.16 | 13.21 | -1.05 | | 2003 | | | 40.36 | 53.64 | -13.28 | | 2002 | | | -13.06 | -8.76 | -4.30 | | 2001 | | | -6.33 | -2.63 | -3.70 | | 2000 | | | -37.49 | -25.36 | -12.13 | | 1999 | | | N/A | 73.61 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FERCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.48 | 34.18 | 20.41 | N/A | | 2008 | -14.77 | -6.59 | -19.11 | -16.25 | | 2007 | 1.58 | 17.77 | 16.70 | 0.08 | | 2006 | 10.14 | -0.05 | 5.90 | 18.37 | | 2005 | 6.27 | 3.81 | 11.12 | 6.55 | | 2004 | 7.23 | -13.28 | 8.35 | 11.32 | | 2003 | -9.87 | 16.67 | 17.08 | 14.01 | | 2002 | 9.22 | -7.44 | -17.16 | 3.82 | | 2001 | -7.10 | -1.93 | -21.13 | 30.36 | | 2000 | -0.32 | -13.14 | -17.36 | -12.63 | | 1999 | N/A | N/A | N/A | 29.77 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 64 | 160 | 40.00 | | 1-Month | 34 | 173 | 19.65 | | 3-Month | 85 | 171 | 49.71 | | 6-Month | 58 | 168 | 34.52 | | 1-Year | 46 | 148 | 31.08 | | 3-Year | 31 | 106 | 29.25 | | 5-Year | 10 | 79 | 12.66 |
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0.26% Nasdaq 0.00%
Performance
