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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.07% | | 5-Year Average Return: | -0.77% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.53% | |
Worst 1-Yr Total Return (2008): | -37.63% | |
Best 3-Yr Total Return (2004-6): | 9.16% | |
Worst 3-Yr Total Return (2006-8): | -9.37% |
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| 1-Year: | -8.65% | | 3-Year: | -6.45% | | 5-Year: | -0.10% | | 10-Year: | -1.31% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FCINX | Category | Diff | Index* | Diff | | Year To Date | 16.07 | 18.65 | -2.58 | 17.05 | -0.98 | | 1-Month | -1.91 | -2.18 | 0.27 | -1.86 | -0.05 | | 3-Month | 5.25 | 5.08 | 0.17 | 5.48 | -0.23 | | 1-Year | 8.73 | 11.86 | -3.13 | 9.80 | -1.07 | | 3-Year | -8.01 | -6.78 | -1.23 | -7.02 | -0.99 | | 5-Year | -0.77 | 0.49 | -1.26 | 0.33 | -1.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.86 | 45.26 | -0.4 | 45.76 | -0.9 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.97 | -15.99 | -2.98 | -18.25 | -0.72 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FCINX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.63 | -37.79 | 0.16 | | 2007 | | | 4.23 | 6.16 | -1.93 | | 2006 | | | 14.53 | 14.17 | 0.36 | | 2005 | | | 3.68 | 5.88 | -2.20 | | 2004 | | | 9.53 | 10.02 | -0.49 | | 2003 | | | 26.89 | 27.05 | -0.16 | | 2002 | | | -23.05 | -22.25 | -0.80 | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FCINX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.22 | 15.60 | 15.30 | N/A | | 2008 | -9.73 | -3.00 | -8.65 | -22.03 | | 2007 | 0.35 | 6.01 | 1.68 | -3.64 | | 2006 | 3.93 | -1.70 | 5.33 | 6.44 | | 2005 | -2.42 | 1.05 | 3.32 | 1.77 | | 2004 | 1.38 | 1.39 | -2.16 | 8.91 | | 2003 | -3.52 | 15.04 | 2.31 | 11.74 | | 2002 | -0.04 | -13.70 | -17.49 | 8.10 | | 2001 | N/A | N/A | N/A | N/A | | 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 | 1368 | 2013 | 67.96 | | 1-Month | 738 | 2110 | 34.98 | | 3-Month | 1024 | 2090 | 49.00 | | 6-Month | 1147 | 2049 | 55.98 | | 1-Year | 1138 | 1999 | 56.93 | | 3-Year | 970 | 1694 | 57.26 | | 5-Year | 854 | 1352 | 63.17 |
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