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| Morningstar Return Rating: | Average | | Year to Date Return: | 7.71% | | 5-Year Average Return: | 0.74% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.78% | |
Worst 1-Yr Total Return (2008): | -29.16% | |
Best 3-Yr Total Return (2004-6): | 9.50% | |
Worst 3-Yr Total Return (2006-8): | -4.78% |
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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 | FPURX | Category | Diff | Index* | Diff | | Year To Date | 7.71 | 6.50 | 1.21 | N/A | N/A | | 1-Month | 0.72 | 0.31 | 0.41 | N/A | N/A | | 3-Month | 12.81 | 13.18 | -0.37 | N/A | N/A | | 1-Year | -17.25 | -17.77 | 0.52 | N/A | N/A | | 3-Year | -3.43 | -4.15 | 0.72 | N/A | N/A | | 5-Year | 0.74 | 0.19 | 0.55 | N/A | N/A | | Last Bull Market (
31-May-06
to 30-Jun-07) | 16.01 | 13.90 | 2.11 | N/A | N/A | | Last Bear Market (
31-Mar-02
to 30-Apr-03) | -6.53 | 13.90 | -20.43 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FPURX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.16 | -28.00 | -1.16 | | 2007 | | | 6.17 | 5.99 | 0.18 | | 2006 | | | 14.78 | 11.29 | 3.49 | | 2005 | | | 4.67 | 5.13 | -0.46 | | 2004 | | | 9.28 | 8.86 | 0.42 | | 2003 | | | 22.20 | 20.35 | 1.85 | | 2002 | | | -7.91 | -12.02 | 4.11 | | 2001 | | | -1.05 | -5.05 | 4.00 | | 2000 | | | 7.77 | 1.82 | 5.95 | | 1999 | | | 2.86 | 10.71 | -7.85 |
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| PAST QUARTERLY RETURNS (%) FOR
FPURX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.52 | 12.81 | N/A | N/A | | 2008 | -7.51 | -0.30 | -9.09 | -15.49 | | 2007 | 1.25 | 4.58 | 1.43 | -1.14 | | 2006 | 3.36 | -0.10 | 5.31 | 5.55 | | 2005 | -1.37 | 1.24 | 2.60 | 2.17 | | 2004 | 2.10 | 0.38 | 0.11 | 6.51 | | 2003 | -3.16 | 12.31 | 1.99 | 10.17 | | 2002 | 2.21 | -5.59 | -10.74 | 6.92 | | 2001 | -3.32 | 3.64 | -6.80 | 5.96 | | 2000 | -0.07 | 0.58 | 4.39 | 2.72 | | 1999 | N/A | N/A | -5.45 | 3.87 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 565 | 1256 | 44.98 | | 1-Month | 966 | 1272 | 75.94 | | 3-Month | 843 | 1259 | 66.96 | | 6-Month | 439 | 1256 | 34.95 | | 1-Year | 520 | 1204 | 43.19 | | 3-Year | 350 | 960 | 36.46 | | 5-Year | 265 | 793 | 33.42 |
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