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| Morningstar Return Rating: | Below average | | Year to Date Return: | 42.74% | | 5-Year Average Return: | -1.75% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 20.32% | |
Worst 1-Yr Total Return (2008): | -57.50% | |
Best 3-Yr Total Return (2004-6): | 18.16% | |
Worst 3-Yr Total Return (2006-8): | -20.38% |
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| 1-Year: | 8.50% | | 3-Year: | -12.38% | | 5-Year: | 0.25% | | 10-Year: | -7.82% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FTEBX | Category | Diff | Index* | Diff | | Year To Date | 42.74 | 27.48 | 15.26 | 17.05 | 25.69 | | 1-Month | -6.11 | -5.86 | -0.25 | -1.86 | -4.25 | | 3-Month | 0.72 | 0.39 | 0.33 | 5.48 | -4.76 | | 1-Year | 47.20 | 28.28 | 18.92 | 9.80 | 37.4 | | 3-Year | -14.84 | -10.64 | -4.2 | -7.02 | -7.82 | | 5-Year | -1.75 | -1.77 | 0.02 | 0.33 | -2.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 69.10 | 48.27 | 20.83 | 45.76 | 23.34 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.97 | -15.70 | 1.73 | -18.25 | 4.28 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FTEBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -57.50 | -49.47 | -8.03 | | 2007 | | | -1.30 | 11.05 | -12.35 | | 2006 | | | 20.32 | 19.96 | 0.36 | | 2005 | | | 13.96 | 7.66 | 6.30 | | 2004 | | | 20.31 | 21.32 | -1.01 | | 2003 | | | 21.18 | 44.35 | -23.17 | | 2002 | | | -39.74 | -39.50 | -0.24 | | 2001 | | | -30.09 | -32.88 | 2.79 | | 2000 | | | -35.04 | -33.17 | -1.87 | | 1999 | | | 44.42 | 62.70 | -18.28 |
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| PAST QUARTERLY RETURNS (%) FOR
FTEBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.68 | 31.62 | 16.31 | N/A | | 2008 | -23.30 | -0.92 | -24.43 | -26.01 | | 2007 | 3.70 | 11.65 | -0.20 | -14.58 | | 2006 | 5.68 | -1.32 | 6.19 | 8.65 | | 2005 | -3.93 | 7.46 | 8.42 | 1.81 | | 2004 | 6.34 | -0.14 | -4.03 | 18.05 | | 2003 | -9.71 | 25.51 | -3.35 | 10.64 | | 2002 | -16.72 | -30.05 | -16.75 | 24.25 | | 2001 | -16.45 | 1.12 | -22.09 | 6.22 | | 2000 | -0.61 | -13.79 | -3.81 | -21.19 | | 1999 | N/A | N/A | N/A | 26.99 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 14 | 47 | 29.79 | | 1-Month | 34 | 47 | 72.34 | | 3-Month | 33 | 47 | 70.21 | | 6-Month | 5 | 47 | 10.64 | | 1-Year | 11 | 40 | 27.50 | | 3-Year | 29 | 33 | 87.88 | | 5-Year | 20 | 32 | 62.50 |
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0.01% Nasdaq 
0.22%
Performance
