|
| Morningstar Return Rating: | Average | | Year to Date Return: | -2.71% | | 5-Year Average Return: | -2.06% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2009): | 37.26% | |
Worst 1-Yr Total Return (2008): | -35.51% | |
Best 3-Yr Total Return (2005-7): | 0.96% | |
Worst 3-Yr Total Return (2006-8): | -13.35% |
|
| 1-Year: | 32.26% | | 3-Year: | -7.94% | | 5-Year: | -2.16% | | 10-Year: | -1.17% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FCIBX | Category | Diff | Index* | Diff | | Year To Date | -2.71 | -3.03 | 0.32 | -3.60 | 0.89 | | 1-Month | -2.71 | -3.03 | 0.32 | -3.60 | 0.89 | | 3-Month | 7.86 | 6.50 | 1.36 | 4.16 | 3.7 | | 1-Year | 45.67 | 47.88 | -2.21 | 33.14 | 12.53 | | 3-Year | -9.15 | -10.35 | 1.2 | -7.24 | -1.91 | | 5-Year | -2.06 | -2.50 | 0.44 | 0.18 | -2.24 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.98 | 53.82 | -2.84 | 45.76 | 5.22 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.47 | -16.31 | 2.84 | -18.25 | 4.78 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FCIBX | Category | Diff | | 2009 | | | 37.26 | 37.84 | -0.58 | | 2008 | | | -35.51 | -39.80 | 4.29 | | 2007 | | | -9.38 | -6.83 | -2.55 | | 2006 | | | 11.31 | 16.06 | -4.75 | | 2005 | | | 2.01 | -0.22 | 2.23 | | 2004 | | | 8.42 | 12.53 | -4.11 | | 2003 | | | 23.76 | 30.18 | -6.42 | | 2002 | | | -16.26 | -17.74 | 1.48 | | 2001 | | | -3.81 | -1.13 | -2.68 | | 2000 | | | -9.72 | -14.28 | 4.56 |
|
| PAST QUARTERLY RETURNS (%) FOR
FCIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.97 | 13.73 | 17.70 | 6.77 | | 2008 | -8.26 | -8.01 | -1.08 | -22.75 | | 2007 | 3.33 | 1.65 | -4.66 | -9.51 | | 2006 | 4.11 | -2.69 | 4.76 | 4.88 | | 2005 | -2.38 | 1.56 | -1.53 | 4.50 | | 2004 | 2.55 | -3.09 | -3.87 | 13.48 | | 2003 | -3.07 | 13.53 | 2.40 | 9.83 | | 2002 | 3.92 | -6.79 | -15.02 | 1.73 | | 2001 | -6.22 | 6.28 | -12.09 | 9.79 | | 2000 | -7.37 | -2.28 | -3.87 | 3.75 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 15 | 30 | 50.00 | | 1-Month | 12 | 30 | 40.00 | | 3-Month | 15 | 30 | 50.00 | | 6-Month | 15 | 30 | 50.00 | | 1-Year | 14 | 30 | 46.67 | | 3-Year | 12 | 29 | 41.38 | | 5-Year | 12 | 27 | 44.44 |
|
|
|
|
|
1.52% Nasdaq 0.00%
Performance
