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| Morningstar Return Rating: | Below average | | Year to Date Return: | 10.92% | | 5-Year Average Return: | -1.09% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 24.33% | |
Worst 1-Yr Total Return (2008): | -36.55% | |
Best 3-Yr Total Return (2004-6): | 16.47% | |
Worst 3-Yr Total Return (2006-8): | -11.09% |
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| 1-Year: | -10.82% | | 3-Year: | -8.69% | | 5-Year: | 0.35% | | 10-Year: | 6.71% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FCBSX | Category | Diff | Index* | Diff | | Year To Date | 10.92 | 23.00 | -12.08 | 17.05 | -6.13 | | 1-Month | -5.01 | -3.83 | -1.18 | -1.86 | -3.15 | | 3-Month | 3.89 | 6.04 | -2.15 | 5.48 | -1.59 | | 1-Year | 8.42 | 17.86 | -9.44 | 9.80 | -1.38 | | 3-Year | -11.23 | -6.76 | -4.47 | -7.02 | -4.21 | | 5-Year | -1.09 | 1.68 | -2.77 | 0.33 | -1.42 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.85 | 55.15 | -1.3 | 45.76 | 8.09 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.58 | -15.15 | -6.43 | -18.25 | -3.33 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FCBSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.55 | -36.77 | 0.22 | | 2007 | | | -4.08 | 0.83 | -4.91 | | 2006 | | | 15.47 | 15.87 | -0.40 | | 2005 | | | 10.06 | 8.82 | 1.24 | | 2004 | | | 24.33 | 17.85 | 6.48 | | 2003 | | | 28.60 | 33.85 | -5.25 | | 2002 | | | -6.63 | -13.25 | 6.62 | | 2001 | | | N/A | 6.67 | N/A | | 2000 | | | N/A | 18.45 | N/A | | 1999 | | | N/A | 8.50 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FCBSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.66 | 18.73 | 19.44 | N/A | | 2008 | -6.57 | -2.07 | -10.07 | -22.89 | | 2007 | 4.94 | 3.81 | -5.42 | -6.90 | | 2006 | 9.34 | -0.93 | -0.50 | 7.13 | | 2005 | -0.16 | 2.74 | 4.39 | 2.78 | | 2004 | 5.13 | 3.24 | 1.68 | 12.66 | | 2003 | -5.06 | 13.40 | 5.86 | 12.84 | | 2002 | 6.17 | -1.32 | -13.61 | 3.16 | | 2001 | N/A | 12.38 | -10.48 | 14.07 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 411 | 424 | 96.93 | | 1-Month | 400 | 445 | 89.89 | | 3-Month | 409 | 440 | 92.95 | | 6-Month | 290 | 433 | 66.97 | | 1-Year | 322 | 419 | 76.85 | | 3-Year | 272 | 339 | 80.24 | | 5-Year | 193 | 249 | 77.51 |
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