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| Morningstar Return Rating: | Average | | Year to Date Return: | 30.62% | | 5-Year Average Return: | 6.01% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 28.95% | |
Worst 1-Yr Total Return (2008): | -44.02% | |
Best 3-Yr Total Return (2004-6): | 24.02% | |
Worst 3-Yr Total Return (2006-8): | -6.56% |
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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 | FIEUX | Category | Diff | Index* | Diff | | Year To Date | 30.62 | 45.25 | -14.63 | 29.91 | 0.71 | | 1-Month | 4.33 | 3.69 | 0.64 | 2.00 | 2.33 | | 3-Month | 5.78 | 8.95 | -3.17 | 4.58 | 1.2 | | 1-Year | 40.45 | 49.46 | -9.01 | 37.72 | 2.73 | | 3-Year | -4.22 | -6.05 | 1.83 | -5.52 | 1.3 | | 5-Year | 6.01 | 5.51 | 0.5 | 4.13 | 1.88 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.55 | 67.09 | -9.54 | 59.35 | -1.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.08 | -18.39 | 4.31 | -14.95 | 0.87 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FIEUX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.02 | -49.79 | 5.77 | | 2007 | | | 16.41 | 12.52 | 3.89 | | 2006 | | | 25.18 | 33.56 | -8.38 | | 2005 | | | 18.17 | 15.27 | 2.90 | | 2004 | | | 28.95 | 21.40 | 7.55 | | 2003 | | | 46.91 | 39.00 | 7.91 | | 2002 | | | -25.46 | -13.89 | -11.57 | | 2001 | | | -16.03 | -19.15 | 3.12 | | 2000 | | | -9.14 | -9.12 | -0.02 | | 1999 | | | 18.69 | 30.54 | -11.85 |
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| PAST QUARTERLY RETURNS (%) FOR
FIEUX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.39 | 23.42 | 19.96 | N/A | | 2008 | -9.56 | 0.66 | -23.87 | -19.23 | | 2007 | 2.41 | 7.17 | 3.13 | 2.85 | | 2006 | 11.01 | -1.50 | 3.69 | 10.42 | | 2005 | 2.02 | 1.09 | 10.99 | 3.24 | | 2004 | 5.56 | -0.78 | 3.37 | 19.11 | | 2003 | -11.14 | 29.36 | 7.98 | 18.35 | | 2002 | 3.07 | -11.87 | -28.01 | 14.00 | | 2001 | -14.01 | -1.41 | -18.19 | 21.06 | | 2000 | 7.05 | -5.98 | -2.92 | -7.00 | | 1999 | N/A | N/A | N/A | 21.70 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 71 | 116 | 61.21 | | 1-Month | 90 | 128 | 70.31 | | 3-Month | 95 | 126 | 75.40 | | 6-Month | 100 | 121 | 82.64 | | 1-Year | 46 | 114 | 40.35 | | 3-Year | 17 | 100 | 17.00 | | 5-Year | 27 | 94 | 28.72 |
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