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| Morningstar Return Rating: | Above average | | Year to Date Return: | 33.23% | | 5-Year Average Return: | 3.57% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 22.47% | |
Worst 1-Yr Total Return (2008): | -40.68% | |
Best 3-Yr Total Return (2004-6): | 15.74% | |
Worst 3-Yr Total Return (2006-8): | -7.61% |
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| 1-Year: | -8.56% | | 3-Year: | -2.71% | | 5-Year: | 4.20% | | 10-Year: | 5.95% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FCLBX | Category | Diff | Index* | Diff | | Year To Date | 33.23 | 20.92 | 12.31 | 24.07 | 9.16 | | 1-Month | 8.69 | 8.42 | 0.27 | 6.00 | 2.69 | | 3-Month | 7.65 | 7.31 | 0.34 | 7.91 | -0.26 | | 1-Year | 39.67 | 26.26 | 13.41 | 25.39 | 14.28 | | 3-Year | -2.36 | -7.04 | 4.68 | -5.79 | 3.43 | | 5-Year | 3.57 | 0.46 | 3.11 | 0.71 | 2.86 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 68.06 | 61.08 | 6.98 | 45.76 | 22.3 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.74 | -16.11 | -4.63 | -18.25 | -2.49 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FCLBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.68 | -37.69 | -2.99 | | 2007 | | | 16.64 | 8.77 | 7.87 | | 2006 | | | 13.96 | 12.89 | 1.07 | | 2005 | | | 11.10 | 9.97 | 1.13 | | 2004 | | | 22.47 | 21.30 | 1.17 | | 2003 | | | 37.56 | 33.45 | 4.11 | | 2002 | | | -19.54 | -17.88 | -1.66 | | 2001 | | | 2.57 | 0.46 | 2.11 | | 2000 | | | 6.26 | 8.96 | -2.70 | | 1999 | | | 11.99 | 9.69 | 2.30 |
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| PAST QUARTERLY RETURNS (%) FOR
FCLBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.57 | 24.36 | 22.50 | N/A | | 2008 | -7.32 | -3.14 | -11.68 | -25.18 | | 2007 | 1.07 | 11.76 | 4.94 | -1.61 | | 2006 | 11.77 | -2.56 | -1.57 | 6.30 | | 2005 | 0.26 | -0.57 | 6.47 | 4.67 | | 2004 | 0.12 | 8.05 | 2.19 | 10.77 | | 2003 | -7.06 | 16.82 | 5.19 | 20.46 | | 2002 | 2.16 | -9.33 | -18.32 | 6.34 | | 2001 | -6.52 | 8.23 | -15.90 | 20.54 | | 2000 | -3.44 | -5.35 | 5.48 | 10.23 | | 1999 | N/A | N/A | N/A | 7.11 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 7 | 27 | 25.93 | | 1-Month | 17 | 27 | 62.96 | | 3-Month | 12 | 27 | 44.44 | | 6-Month | 8 | 27 | 29.63 | | 1-Year | 6 | 20 | 30.00 | | 3-Year | 6 | 20 | 30.00 | | 5-Year | 7 | 19 | 36.84 |
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0.02% Nasdaq 0.00%
Performance
