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| Morningstar Return Rating: | Above average | | Year to Date Return: | 21.98% | | 5-Year Average Return: | 3.55% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.42% | |
Worst 1-Yr Total Return (2008): | -33.21% | |
Best 3-Yr Total Return (2004-6): | 11.51% | |
Worst 3-Yr Total Return (2006-8): | -6.37% |
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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 | FCGAX | Category | Diff | Index* | Diff | | Year To Date | 21.98 | 24.15 | -2.17 | 17.05 | 4.93 | | 1-Month | -2.27 | -2.25 | -0.02 | -1.86 | -0.41 | | 3-Month | 5.91 | 4.52 | 1.39 | 5.48 | 0.43 | | 1-Year | 16.38 | 15.35 | 1.03 | 9.80 | 6.58 | | 3-Year | -3.54 | -4.95 | 1.41 | -7.02 | 3.48 | | 5-Year | 3.55 | 0.99 | 2.56 | 0.33 | 3.22 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.73 | 42.81 | 3.92 | 45.76 | 0.97 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.42 | -17.14 | 1.72 | -18.25 | 2.83 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FCGAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.21 | -40.67 | 7.46 | | 2007 | | | 7.39 | 13.35 | -5.96 | | 2006 | | | 14.42 | 7.05 | 7.37 | | 2005 | | | 8.64 | 6.71 | 1.93 | | 2004 | | | 11.53 | 7.81 | 3.72 | | 2003 | | | 28.37 | 28.66 | -0.29 | | 2002 | | | -24.17 | -27.64 | 3.47 | | 2001 | | | -9.23 | -22.30 | 13.07 | | 2000 | | | 7.77 | -13.05 | 20.82 | | 1999 | | | 12.45 | 38.87 | -26.42 |
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| PAST QUARTERLY RETURNS (%) FOR
FCGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.68 | 16.17 | 17.65 | N/A | | 2008 | -9.11 | -2.00 | -5.98 | -20.24 | | 2007 | 1.18 | 7.36 | 2.72 | -3.75 | | 2006 | 4.87 | -1.93 | 4.18 | 6.79 | | 2005 | -1.78 | 0.42 | 4.68 | 5.22 | | 2004 | -0.36 | 5.90 | -4.64 | 10.84 | | 2003 | -5.93 | 17.74 | 2.13 | 13.48 | | 2002 | 1.33 | -15.06 | -18.69 | 8.36 | | 2001 | -10.33 | 4.74 | -15.32 | 14.13 | | 2000 | 5.33 | 3.11 | -1.41 | 0.66 | | 1999 | N/A | N/A | N/A | 6.33 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 973 | 1802 | 54.00 | | 1-Month | 642 | 1890 | 33.97 | | 3-Month | 320 | 1884 | 16.99 | | 6-Month | 438 | 1827 | 23.97 | | 1-Year | 606 | 1797 | 33.72 | | 3-Year | 338 | 1518 | 22.27 | | 5-Year | 131 | 1251 | 10.47 |
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0.22% Nasdaq 0.00%
Performance
