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| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.35% | | 5-Year Average Return: | -1.60% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.54% | |
Worst 1-Yr Total Return (2008): | -46.27% | |
Best 3-Yr Total Return (2004-6): | 8.52% | |
Worst 3-Yr Total Return (2006-8): | -14.00% |
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| 1-Year: | -6.47% | | 3-Year: | -7.61% | | 5-Year: | -0.81% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FESTX | Category | Diff | Index* | Diff | | Year To Date | 23.35 | 24.15 | -0.8 | 17.05 | 6.3 | | 1-Month | -2.92 | -2.25 | -0.67 | -1.86 | -1.06 | | 3-Month | 3.62 | 4.52 | -0.9 | 5.48 | -1.86 | | 1-Year | 15.86 | 15.35 | 0.51 | 9.80 | 6.06 | | 3-Year | -9.54 | -4.95 | -4.59 | -7.02 | -2.52 | | 5-Year | -1.60 | 0.99 | -2.59 | 0.33 | -1.93 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.28 | 42.81 | 7.47 | 45.76 | 4.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.07 | -17.14 | -4.93 | -18.25 | -3.82 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FESTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.27 | -40.67 | -5.60 | | 2007 | | | 7.08 | 13.35 | -6.27 | | 2006 | | | 10.54 | 7.05 | 3.49 | | 2005 | | | 6.81 | 6.71 | 0.10 | | 2004 | | | 8.23 | 7.81 | 0.42 | | 2003 | | | 36.01 | 28.66 | 7.35 | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FESTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.50 | 20.81 | 14.95 | N/A | | 2008 | -13.51 | -0.97 | -15.63 | -25.65 | | 2007 | 0.38 | 5.43 | 3.93 | -2.64 | | 2006 | 5.17 | -3.71 | 1.19 | 7.87 | | 2005 | -2.62 | 1.72 | 5.57 | 2.15 | | 2004 | 1.85 | 0.29 | -4.74 | 11.22 | | 2003 | -2.92 | 18.91 | 5.00 | 12.22 | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 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 | 1063 | 1802 | 58.99 | | 1-Month | 1795 | 1890 | 94.97 | | 3-Month | 1714 | 1884 | 90.98 | | 6-Month | 529 | 1827 | 28.95 | | 1-Year | 727 | 1797 | 40.46 | | 3-Year | 1217 | 1518 | 80.17 | | 5-Year | 990 | 1251 | 79.14 |
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0.24% Nasdaq 
0.35%
Performance
