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| Morningstar Return Rating: | High | | Year to Date Return: | 4.36% | | 5-Year Average Return: | 4.17% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.50% | |
Worst 1-Yr Total Return (2004): | 1.34% | |
Best 3-Yr Total Return (2006-8): | 4.65% | |
Worst 3-Yr Total Return (2004-6): | 2.67% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FEUGX | Category | Diff | Index* | Diff | | Year To Date | 4.36 | 5.78 | -1.42 | 7.61 | -3.25 | | 1-Month | 0.23 | 0.16 | 0.07 | 1.29 | -1.06 | | 3-Month | 0.83 | 1.13 | -0.3 | 2.86 | -2.03 | | 1-Year | 5.82 | 5.67 | 0.15 | 11.63 | -5.81 | | 3-Year | 4.75 | 0.80 | 3.95 | 6.40 | -1.65 | | 5-Year | 4.17 | 1.83 | 2.34 | 5.49 | -1.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 2.92 | 4.17 | -1.25 | 7.06 | -4.14 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.90 | -0.10 | 5 | 7.94 | -3.04 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FEUGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 4.16 | -7.89 | 12.05 | | 2007 | | | 5.50 | 2.42 | 3.08 | | 2006 | | | 4.30 | 4.70 | -0.40 | | 2005 | | | 2.39 | 2.53 | -0.14 | | 2004 | | | 1.34 | 1.27 | 0.07 | | 2003 | | | 1.61 | 1.75 | -0.14 | | 2002 | | | 3.10 | 2.90 | 0.20 | | 2001 | | | 6.25 | 5.53 | 0.72 | | 2000 | | | 6.53 | 6.82 | -0.29 | | 1999 | | | 4.51 | 4.39 | 0.12 |
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| PAST QUARTERLY RETURNS (%) FOR
FEUGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.42 | 1.41 | 0.88 | N/A | | 2008 | 1.38 | 0.98 | 0.57 | 1.16 | | 2007 | 1.48 | 1.10 | 1.34 | 1.47 | | 2006 | 0.58 | 0.81 | 1.70 | 1.13 | | 2005 | 0.42 | 0.68 | 0.54 | 0.73 | | 2004 | 0.66 | -0.42 | 0.69 | 0.41 | | 2003 | 0.63 | 0.59 | 0.04 | 0.35 | | 2002 | 0.77 | 0.85 | 0.84 | 0.60 | | 2001 | 2.04 | 1.26 | 1.71 | 1.10 | | 2000 | 1.21 | 1.20 | 1.75 | 2.21 | | 1999 | N/A | N/A | N/A | 1.21 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 59 | 105 | 56.19 | | 1-Month | 86 | 107 | 80.37 | | 3-Month | 62 | 107 | 57.94 | | 6-Month | 56 | 105 | 53.33 | | 1-Year | 50 | 105 | 47.62 | | 3-Year | 3 | 97 | 3.09 | | 5-Year | 2 | 87 | 2.30 |
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0.49% Nasdaq 0.00%
Performance
