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| Morningstar Return Rating: | Above average | | Year to Date Return: | 22.33% | | 5-Year Average Return: | 2.12% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.03% | |
Worst 1-Yr Total Return (2008): | -31.82% | |
Best 3-Yr Total Return (2004-6): | 12.37% | |
Worst 3-Yr Total Return (2006-8): | -5.79% |
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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 | FOEQX | Category | Diff | Index* | Diff | | Year To Date | 22.33 | 25.10 | -2.77 | 24.07 | -1.74 | | 1-Month | 5.14 | 5.28 | -0.14 | 6.00 | -0.86 | | 3-Month | 5.31 | 7.01 | -1.7 | 7.91 | -2.6 | | 1-Year | 23.45 | 28.01 | -4.56 | 25.39 | -1.94 | | 3-Year | -4.33 | -5.87 | 1.54 | -5.79 | 1.46 | | 5-Year | 2.12 | 0.64 | 1.48 | 0.71 | 1.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.15 | 46.08 | -4.93 | 45.76 | -4.61 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.41 | -17.41 | 4 | -18.25 | 4.84 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FOEQX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.82 | -37.79 | 5.97 | | 2007 | | | 3.04 | 6.16 | -3.12 | | 2006 | | | 19.03 | 14.17 | 4.86 | | 2005 | | | 4.81 | 5.88 | -1.07 | | 2004 | | | 13.74 | 10.02 | 3.72 | | 2003 | | | 22.08 | 27.05 | -4.97 | | 2002 | | | -15.10 | -22.25 | 7.15 | | 2001 | | | -2.27 | -13.50 | 11.23 | | 2000 | | | 4.50 | -6.31 | 10.81 | | 1999 | | | -8.75 | 20.16 | -28.91 |
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| PAST QUARTERLY RETURNS (%) FOR
FOEQX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.39 | 14.72 | 14.14 | N/A | | 2008 | -5.88 | -5.40 | -3.38 | -20.74 | | 2007 | 0.24 | 6.69 | 2.09 | -5.63 | | 2006 | 5.51 | -0.44 | 6.24 | 6.67 | | 2005 | -0.76 | 0.90 | 2.75 | 1.87 | | 2004 | 1.69 | 1.96 | 0.91 | 8.71 | | 2003 | -4.59 | 11.49 | 1.13 | 13.47 | | 2002 | 4.71 | -8.29 | -16.96 | 6.47 | | 2001 | -4.04 | 3.34 | -7.17 | 6.16 | | 2000 | -6.99 | -1.14 | 3.44 | 9.88 | | 1999 | N/A | N/A | N/A | -2.82 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1293 | 2021 | 63.98 | | 1-Month | 401 | 2113 | 18.98 | | 3-Month | 1296 | 2091 | 61.98 | | 6-Month | 1589 | 2064 | 76.99 | | 1-Year | 1180 | 2011 | 58.68 | | 3-Year | 368 | 1707 | 21.56 | | 5-Year | 214 | 1360 | 15.74 |
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0.51% Nasdaq 
Performance
