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| Morningstar Return Rating: | Above average | | Year to Date Return: | 16.79% | | 5-Year Average Return: | 8.68% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 21.39% | |
Worst 1-Yr Total Return (2008): | -21.51% | |
Best 3-Yr Total Return (2004-6): | 19.43% | |
Worst 3-Yr Total Return (2006-8): | 0.81% |
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| 1-Year: | 9.62% | | 3-Year: | 2.47% | | 5-Year: | 9.47% | | 10-Year: | 12.30% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FESOX | Category | Diff | Index* | Diff | | Year To Date | 16.79 | 38.96 | -22.17 | 27.36 | -10.57 | | 1-Month | -2.01 | -2.03 | 0.02 | -1.25 | -0.76 | | 3-Month | 5.89 | 9.26 | -3.37 | 8.10 | -2.21 | | 1-Year | 24.15 | 40.77 | -16.62 | 27.71 | -3.56 | | 3-Year | 1.28 | -5.11 | 6.39 | -5.22 | 6.5 | | 5-Year | 8.68 | 5.63 | 3.05 | 5.10 | 3.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.51 | 68.49 | -33.98 | 59.35 | -24.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -2.59 | -11.82 | 9.23 | -14.95 | 12.36 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FESOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.51 | -47.29 | 25.78 | | 2007 | | | 7.53 | 5.01 | 2.52 | | 2006 | | | 21.39 | 26.48 | -5.09 | | 2005 | | | 16.05 | 18.16 | -2.11 | | 2004 | | | 20.92 | 23.91 | -2.99 | | 2003 | | | 40.41 | 49.12 | -8.71 | | 2002 | | | 11.76 | -5.48 | 17.24 | | 2001 | | | 4.55 | -11.74 | 16.29 | | 2000 | | | N/A | -7.54 | N/A | | 1999 | | | N/A | 45.36 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FESOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.87 | 16.38 | 13.61 | N/A | | 2008 | -2.01 | -1.25 | -12.62 | -7.18 | | 2007 | 3.94 | 3.52 | 1.35 | -1.40 | | 2006 | 9.10 | 1.92 | 2.05 | 6.97 | | 2005 | 3.79 | -0.85 | 8.63 | 3.82 | | 2004 | 6.43 | -0.31 | 2.72 | 10.95 | | 2003 | -2.12 | 16.40 | 10.56 | 11.47 | | 2002 | 9.21 | 4.06 | -10.76 | 10.19 | | 2001 | -0.18 | 5.26 | -9.00 | 9.34 | | 2000 | N/A | N/A | 1.03 | 0.62 | | 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 | 79 | 81 | 97.53 | | 1-Month | 57 | 81 | 70.37 | | 3-Month | 73 | 80 | 91.25 | | 6-Month | 75 | 80 | 93.75 | | 1-Year | 66 | 81 | 81.48 | | 3-Year | 4 | 62 | 6.45 | | 5-Year | 10 | 54 | 18.52 |
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1.00% Nasdaq 0.00%
Performance
