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| Morningstar Return Rating: | Above average | | Year to Date Return: | 20.48% | | 5-Year Average Return: | 7.58% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.60% | |
Worst 1-Yr Total Return (2008): | -21.67% | |
Best 3-Yr Total Return (2004-6): | 17.03% | |
Worst 3-Yr Total Return (2006-8): | 0.73% |
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| 1-Year: | 5.70% | | 3-Year: | 3.15% | | 5-Year: | 8.87% | | 10-Year: | 12.03% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FESGX | Category | Diff | Index* | Diff | | Year To Date | 20.48 | 23.53 | -3.05 | N/A | N/A | | 1-Month | 3.23 | 3.25 | -0.02 | N/A | N/A | | 3-Month | 5.48 | 6.12 | -0.64 | N/A | N/A | | 1-Year | 25.73 | 29.33 | -3.6 | N/A | N/A | | 3-Year | 1.49 | -0.02 | 1.51 | N/A | N/A | | 5-Year | 7.58 | 5.42 | 2.16 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.23 | 31.76 | 4.47 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.19 | -4.11 | -0.08 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FESGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.67 | -28.98 | 7.31 | | 2007 | | | 9.08 | 11.39 | -2.31 | | 2006 | | | 19.60 | 16.61 | 2.99 | | 2005 | | | 14.06 | 6.56 | 7.50 | | 2004 | | | 17.49 | 15.24 | 2.25 | | 2003 | | | 36.63 | 25.32 | 11.31 | | 2002 | | | 9.43 | -2.16 | 11.59 | | 2001 | | | 9.44 | -3.23 | 12.67 | | 2000 | | | N/A | 0.23 | N/A | | 1999 | | | N/A | 21.83 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FESGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.46 | 14.30 | 14.36 | N/A | | 2008 | -1.79 | -1.80 | -8.91 | -10.83 | | 2007 | 2.17 | 4.30 | 1.15 | 1.19 | | 2006 | 7.57 | 1.11 | 2.44 | 7.34 | | 2005 | 2.38 | -0.20 | 8.02 | 3.35 | | 2004 | 5.25 | -0.60 | 2.38 | 9.68 | | 2003 | -2.33 | 15.56 | 8.22 | 11.85 | | 2002 | 8.28 | 1.17 | -8.33 | 8.98 | | 2001 | 1.62 | 5.88 | -7.77 | 10.28 | | 2000 | N/A | N/A | 2.69 | 3.96 | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 148 | 260 | 56.92 | | 1-Month | 6 | 307 | 1.95 | | 3-Month | 131 | 305 | 42.95 | | 6-Month | 183 | 296 | 61.82 | | 1-Year | 132 | 234 | 56.41 | | 3-Year | 35 | 130 | 26.92 | | 5-Year | 15 | 86 | 17.44 |
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0.22% Nasdaq 
0.03%
Performance
