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| Morningstar Return Rating: | Average | | Year to Date Return: | 31.11% | | 5-Year Average Return: | -1.78% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 11.31% | |
Worst 1-Yr Total Return (2008): | -35.51% | |
Best 3-Yr Total Return (2004-6): | 7.17% | |
Worst 3-Yr Total Return (2006-8): | -13.35% |
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| 1-Year: | -5.66% | | 3-Year: | -8.44% | | 5-Year: | -0.96% | | 10-Year: | -0.54% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FCIBX | Category | Diff | Index* | Diff | | Year To Date | 31.11 | 32.50 | -1.39 | 24.07 | 7.04 | | 1-Month | 5.89 | 5.56 | 0.33 | 6.00 | -0.11 | | 3-Month | 7.00 | 7.35 | -0.35 | 7.91 | -0.91 | | 1-Year | 38.75 | 41.94 | -3.19 | 25.39 | 13.36 | | 3-Year | -8.41 | -9.12 | 0.71 | -5.79 | -2.62 | | 5-Year | -1.78 | -2.19 | 0.41 | 0.71 | -2.49 | | 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 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FCIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | 9.37 | 14.76 | -5.39 |
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| PAST QUARTERLY RETURNS (%) FOR
FCIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.97 | 13.73 | 17.70 | N/A | | 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 | | 1999 | N/A | N/A | N/A | 13.81 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 15 | 30 | 50.00 | | 1-Month | 9 | 30 | 30.00 | | 3-Month | 10 | 30 | 33.33 | | 6-Month | 10 | 30 | 33.33 | | 1-Year | 18 | 30 | 60.00 | | 3-Year | 11 | 29 | 37.93 | | 5-Year | 11 | 27 | 40.74 |
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