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| Morningstar Return Rating: | Above average | | Year to Date Return: | 33.23% | | 5-Year Average Return: | 3.61% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 22.40% | |
Worst 1-Yr Total Return (2008): | -40.67% | |
Best 3-Yr Total Return (2004-6): | 15.78% | |
Worst 3-Yr Total Return (2006-8): | -7.58% |
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| 1-Year: | -4.76% | | 3-Year: | -1.82% | | 5-Year: | 4.57% | | 10-Year: | 5.98% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FCLCX | Category | Diff | Index* | Diff | | Year To Date | 33.23 | 20.92 | 12.31 | 24.07 | 9.16 | | 1-Month | 8.61 | 8.42 | 0.19 | 6.00 | 2.61 | | 3-Month | 7.63 | 7.31 | 0.32 | 7.91 | -0.28 | | 1-Year | 39.56 | 26.26 | 13.3 | 25.39 | 14.17 | | 3-Year | -2.34 | -7.04 | 4.7 | -5.79 | 3.45 | | 5-Year | 3.61 | 0.46 | 3.15 | 0.71 | 2.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 67.96 | 61.08 | 6.88 | 45.76 | 22.2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.77 | -16.11 | -4.66 | -18.25 | -2.52 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FCLCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.67 | -37.69 | -2.98 | | 2007 | | | 16.65 | 8.77 | 7.88 | | 2006 | | | 14.04 | 12.89 | 1.15 | | 2005 | | | 11.19 | 9.97 | 1.22 | | 2004 | | | 22.40 | 21.30 | 1.10 | | 2003 | | | 37.63 | 33.45 | 4.18 | | 2002 | | | -19.52 | -17.88 | -1.64 | | 2001 | | | 2.62 | 0.46 | 2.16 | | 2000 | | | 6.23 | 8.96 | -2.73 | | 1999 | | | 11.97 | 9.69 | 2.28 |
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| PAST QUARTERLY RETURNS (%) FOR
FCLCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.54 | 24.38 | 22.43 | N/A | | 2008 | -7.30 | -3.13 | -11.66 | -25.21 | | 2007 | 1.07 | 11.78 | 4.91 | -1.58 | | 2006 | 11.79 | -2.54 | -1.55 | 6.32 | | 2005 | 0.31 | -0.62 | 6.53 | 4.69 | | 2004 | 0.06 | 8.01 | 2.24 | 10.76 | | 2003 | -7.02 | 16.73 | 5.16 | 20.59 | | 2002 | 2.15 | -9.29 | -18.37 | 6.41 | | 2001 | -6.49 | 8.27 | -15.96 | 20.62 | | 2000 | -3.43 | -5.41 | 5.55 | 10.18 | | 1999 | N/A | N/A | N/A | 7.09 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 6 | 27 | 22.22 | | 1-Month | 18 | 27 | 66.67 | | 3-Month | 11 | 27 | 40.74 | | 6-Month | 10 | 27 | 37.04 | | 1-Year | 5 | 20 | 25.00 | | 3-Year | 5 | 20 | 25.00 | | 5-Year | 6 | 19 | 31.58 |
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0.51% Nasdaq 
Performance
