|
| Morningstar Return Rating: | Average | | Year to Date Return: | 40.13% | | 5-Year Average Return: | 4.91% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 11.50% | |
Worst 1-Yr Total Return (2008): | -22.83% | |
Best 3-Yr Total Return (2004-6): | 7.78% | |
Worst 3-Yr Total Return (2006-8): | -4.89% |
|
| 1-Year: | 15.89% | | 3-Year: | 3.89% | | 5-Year: | 4.96% | | 10-Year: | 5.26% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FCHIX | Category | Diff | Index* | Diff | | Year To Date | 40.13 | 42.53 | -2.4 | 7.61 | 32.52 | | 1-Month | 1.10 | 1.09 | 0.01 | 1.29 | -0.19 | | 3-Month | 6.82 | 7.76 | -0.94 | 2.86 | 3.96 | | 1-Year | 51.21 | 48.90 | 2.31 | 11.63 | 39.58 | | 3-Year | 3.81 | 2.47 | 1.34 | 6.40 | -2.59 | | 5-Year | 4.91 | 4.02 | 0.89 | 5.49 | -0.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.20 | 35.54 | -1.34 | 7.06 | 27.14 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.14 | 0.71 | 2.43 | 7.94 | -4.8 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FCHIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -22.83 | -26.41 | 3.58 | | 2007 | | | 2.64 | 1.47 | 1.17 | | 2006 | | | 8.64 | 10.14 | -1.50 | | 2005 | | | 3.36 | 2.59 | 0.77 | | 2004 | | | 11.50 | 9.99 | 1.51 | | 2003 | | | 34.56 | 24.36 | 10.20 | | 2002 | | | -4.45 | -1.52 | -2.93 | | 2001 | | | 2.88 | 2.39 | 0.49 | | 2000 | | | -8.23 | -7.12 | -1.11 | | 1999 | | | -0.03 | 5.05 | -5.08 |
|
| PAST QUARTERLY RETURNS (%) FOR
FCHIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.07 | 18.76 | 11.39 | N/A | | 2008 | -2.70 | 1.24 | -8.61 | -14.28 | | 2007 | 2.58 | -0.27 | 0.73 | -0.40 | | 2006 | 2.14 | -0.72 | 3.18 | 3.84 | | 2005 | -1.65 | 2.16 | 1.17 | 1.68 | | 2004 | 2.15 | -0.72 | 4.68 | 5.03 | | 2003 | 7.57 | 12.14 | 4.38 | 6.86 | | 2002 | 1.52 | -7.37 | -4.51 | 6.41 | | 2001 | 5.15 | -2.52 | -5.19 | 5.87 | | 2000 | -3.11 | 1.42 | -0.32 | -6.31 | | 1999 | N/A | N/A | N/A | 1.72 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 342 | 543 | 62.98 | | 1-Month | 229 | 574 | 39.90 | | 3-Month | 359 | 571 | 62.87 | | 6-Month | 335 | 559 | 59.93 | | 1-Year | 229 | 543 | 42.17 | | 3-Year | 135 | 467 | 28.91 | | 5-Year | 111 | 403 | 27.54 |
|
|
|
|
|
0.51% Nasdaq 
Performance
