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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.53% | | 5-Year Average Return: | 0.42% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 16.41% | |
Worst 1-Yr Total Return (2008): | -37.89% | |
Best 3-Yr Total Return (2005-7): | 8.45% | |
Worst 3-Yr Total Return (2006-8): | -9.25% |
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| 1-Year: | -8.27% | | 3-Year: | -3.44% | | 5-Year: | 0.77% | | 10-Year: | -1.60% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FETBX | Category | Diff | Index* | Diff | | Year To Date | 20.53 | 24.15 | -3.62 | 17.05 | 3.48 | | 1-Month | -1.72 | -2.25 | 0.53 | -1.86 | 0.14 | | 3-Month | 4.25 | 4.52 | -0.27 | 5.48 | -1.23 | | 1-Year | 11.94 | 15.35 | -3.41 | 9.80 | 2.14 | | 3-Year | -3.76 | -4.95 | 1.19 | -7.02 | 3.26 | | 5-Year | 0.42 | 0.99 | -0.57 | 0.33 | 0.09 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.58 | 42.81 | -5.23 | 45.76 | -8.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.72 | -17.14 | -0.58 | -18.25 | 0.53 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FETBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.89 | -40.67 | 2.78 | | 2007 | | | 16.41 | 13.35 | 3.06 | | 2006 | | | 3.35 | 7.05 | -3.70 | | 2005 | | | 6.00 | 6.71 | -0.71 | | 2004 | | | 7.94 | 7.81 | 0.13 | | 2003 | | | 22.92 | 28.66 | -5.74 | | 2002 | | | -25.82 | -27.64 | 1.82 | | 2001 | | | -23.02 | -22.30 | -0.72 | | 2000 | | | -2.17 | -13.05 | 10.88 | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FETBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.76 | 11.11 | 13.50 | N/A | | 2008 | -11.91 | 2.93 | -12.99 | -21.27 | | 2007 | 1.27 | 8.79 | 6.35 | -0.64 | | 2006 | 1.30 | -6.20 | 3.30 | 5.29 | | 2005 | -3.21 | 2.25 | 3.36 | 3.63 | | 2004 | 2.06 | 1.25 | -4.11 | 8.93 | | 2003 | -3.39 | 12.33 | 3.22 | 9.73 | | 2002 | -0.49 | -15.45 | -16.71 | 5.85 | | 2001 | -17.14 | 1.47 | -17.68 | 11.23 | | 2000 | 9.36 | -1.68 | 1.48 | -10.34 | | 1999 | N/A | N/A | N/A | 18.21 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1117 | 1802 | 61.99 | | 1-Month | 283 | 1890 | 14.97 | | 3-Month | 414 | 1884 | 21.97 | | 6-Month | 1552 | 1827 | 84.95 | | 1-Year | 1025 | 1797 | 57.04 | | 3-Year | 333 | 1518 | 21.94 | | 5-Year | 576 | 1251 | 46.04 |
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