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| Morningstar Return Rating: | Average | | Year to Date Return: | 34.09% | | 5-Year Average Return: | 4.36% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 23.40% | |
Worst 1-Yr Total Return (2008): | -40.21% | |
Best 3-Yr Total Return (2004-6): | 16.63% | |
Worst 3-Yr Total Return (2006-8): | -6.89% |
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| 1-Year: | -8.67% | | 3-Year: | -3.02% | | 5-Year: | 4.10% | | 10-Year: | 6.13% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FCLAX | Category | Diff | Index* | Diff | | Year To Date | 34.09 | 20.92 | 13.17 | 24.07 | 10.02 | | 1-Month | 8.71 | 8.42 | 0.29 | 6.00 | 2.71 | | 3-Month | 7.77 | 7.31 | 0.46 | 7.91 | -0.14 | | 1-Year | 40.64 | 26.26 | 14.38 | 25.39 | 15.25 | | 3-Year | -1.61 | -7.04 | 5.43 | -5.79 | 4.18 | | 5-Year | 4.36 | 0.46 | 3.9 | 0.71 | 3.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 68.69 | 61.08 | 7.61 | 45.76 | 22.93 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.13 | -16.11 | -4.02 | -18.25 | -1.88 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FCLAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.21 | -37.69 | -2.52 | | 2007 | | | 17.53 | 8.77 | 8.76 | | 2006 | | | 14.86 | 12.89 | 1.97 | | 2005 | | | 11.94 | 9.97 | 1.97 | | 2004 | | | 23.40 | 21.30 | 2.10 | | 2003 | | | 38.64 | 33.45 | 5.19 | | 2002 | | | -18.92 | -17.88 | -1.04 | | 2001 | | | 3.40 | 0.46 | 2.94 | | 2000 | | | 7.03 | 8.96 | -1.93 | | 1999 | | | 12.79 | 9.69 | 3.10 |
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| PAST QUARTERLY RETURNS (%) FOR
FCLAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.38 | 24.60 | 22.62 | N/A | | 2008 | -7.11 | -2.93 | -11.53 | -25.04 | | 2007 | 1.29 | 11.98 | 5.11 | -1.42 | | 2006 | 12.01 | -2.39 | -1.38 | 6.52 | | 2005 | 0.45 | -0.40 | 6.65 | 4.90 | | 2004 | 0.29 | 8.23 | 2.38 | 11.04 | | 2003 | -6.90 | 17.00 | 5.37 | 20.79 | | 2002 | 2.37 | -9.11 | -18.22 | 6.57 | | 2001 | -6.32 | 8.48 | -15.78 | 20.79 | | 2000 | -3.31 | -5.17 | 5.74 | 10.40 | | 1999 | N/A | N/A | N/A | 7.29 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1 | 27 | 3.70 | | 1-Month | 11 | 27 | 40.74 | | 3-Month | 8 | 27 | 29.63 | | 6-Month | 3 | 27 | 11.11 | | 1-Year | 2 | 20 | 10.00 | | 3-Year | 2 | 20 | 10.00 | | 5-Year | 3 | 19 | 15.79 |
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0.51% Nasdaq 
Performance
