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| Morningstar Return Rating: | Above average | | Year to Date Return: | 7.20% | | 5-Year Average Return: | 4.30% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.61% | |
Worst 1-Yr Total Return (2005): | 1.01% | |
Best 3-Yr Total Return (2006-8): | 4.29% | |
Worst 3-Yr Total Return (2004-6): | 2.17% |
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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 | FMEQX | Category | Diff | Index* | Diff | | Year To Date | 7.20 | 9.71 | -2.51 | 7.61 | -0.41 | | 1-Month | 1.15 | 0.67 | 0.48 | 1.29 | -0.14 | | 3-Month | 2.47 | 2.20 | 0.27 | 2.86 | -0.39 | | 1-Year | 9.74 | 11.11 | -1.37 | 11.63 | -1.89 | | 3-Year | 5.33 | 3.58 | 1.75 | 6.40 | -1.07 | | 5-Year | 4.30 | 3.39 | 0.91 | 5.49 | -1.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 5.88 | 7.66 | -1.78 | 7.06 | -1.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.35 | 4.29 | 2.06 | 7.94 | -1.59 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FMEQX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 3.54 | -4.23 | 7.77 | | 2007 | | | 5.61 | 4.29 | 1.32 | | 2006 | | | 3.72 | 4.05 | -0.33 | | 2005 | | | 1.01 | 1.45 | -0.44 | | 2004 | | | 1.81 | 1.63 | 0.18 | | 2003 | | | 2.43 | 2.54 | -0.11 | | 2002 | | | 8.66 | 5.47 | 3.19 | | 2001 | | | 7.99 | 7.27 | 0.72 | | 2000 | | | 9.21 | 7.59 | 1.62 | | 1999 | | | -1.21 | 2.21 | -3.42 |
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| PAST QUARTERLY RETURNS (%) FOR
FMEQX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.78 | 2.04 | 2.58 | N/A | | 2008 | 2.48 | -1.05 | -0.64 | 2.77 | | 2007 | 1.30 | -0.26 | 2.37 | 2.11 | | 2006 | -0.25 | 0.09 | 2.85 | 1.00 | | 2005 | -0.74 | 2.00 | -0.34 | 0.11 | | 2004 | 1.83 | -2.20 | 2.04 | 0.19 | | 2003 | 1.00 | 1.71 | -0.06 | -0.24 | | 2002 | -0.69 | 3.80 | 4.24 | 1.13 | | 2001 | 2.83 | 0.60 | 4.49 | -0.10 | | 2000 | 1.26 | 1.47 | 2.69 | 3.50 | | 1999 | N/A | N/A | N/A | -0.23 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 288 | 418 | 68.90 | | 1-Month | 355 | 434 | 81.80 | | 3-Month | 246 | 433 | 56.81 | | 6-Month | 233 | 424 | 54.95 | | 1-Year | 236 | 418 | 56.46 | | 3-Year | 70 | 377 | 18.57 | | 5-Year | 82 | 313 | 26.20 |
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