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| Morningstar Return Rating: | High | | Year to Date Return: | 17.17% | | 5-Year Average Return: | 4.03% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 13.86% | |
Worst 1-Yr Total Return (2008): | -23.63% | |
Best 3-Yr Total Return (2004-6): | 10.51% | |
Worst 3-Yr Total Return (2006-8): | -2.73% |
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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 | FEVCX | Category | Diff | Index* | Diff | | Year To Date | 17.17 | 18.65 | -1.48 | 17.05 | 0.12 | | 1-Month | -1.19 | -2.18 | 0.99 | -1.86 | 0.67 | | 3-Month | 4.61 | 5.08 | -0.47 | 5.48 | -0.87 | | 1-Year | 13.63 | 11.86 | 1.77 | 9.80 | 3.83 | | 3-Year | -0.29 | -6.78 | 6.49 | -7.02 | 6.73 | | 5-Year | 4.03 | 0.49 | 3.54 | 0.33 | 3.7 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.31 | 45.26 | -14.95 | 45.76 | -15.45 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.89 | -15.99 | 7.1 | -18.25 | 9.36 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FEVCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.63 | -37.79 | 14.16 | | 2007 | | | 8.13 | 6.16 | 1.97 | | 2006 | | | 11.47 | 14.17 | -2.70 | | 2005 | | | 6.33 | 5.88 | 0.45 | | 2004 | | | 13.86 | 10.02 | 3.84 | | 2003 | | | 28.95 | 27.05 | 1.90 | | 2002 | | | -3.56 | -22.25 | 18.69 | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FEVCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.08 | 12.38 | 11.17 | N/A | | 2008 | -3.74 | 1.55 | -5.80 | -17.07 | | 2007 | 0.70 | 4.45 | 0.18 | 2.61 | | 2006 | 2.84 | 1.05 | 1.50 | 5.67 | | 2005 | 1.26 | 0.28 | 3.78 | 0.91 | | 2004 | 3.08 | 0.97 | 1.03 | 8.28 | | 2003 | -2.78 | 15.06 | 3.51 | 11.37 | | 2002 | 7.46 | -5.62 | -9.72 | 5.32 | | 2001 | N/A | N/A | N/A | 17.66 | | 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 | 1449 | 2013 | 71.98 | | 1-Month | 1350 | 2110 | 63.98 | | 3-Month | 1943 | 2090 | 92.97 | | 6-Month | 1987 | 2049 | 96.97 | | 1-Year | 979 | 1999 | 48.97 | | 3-Year | 10 | 1694 | 0.59 | | 5-Year | 42 | 1352 | 3.11 |
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