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| Morningstar Return Rating: | Above average | | Year to Date Return: | 33.79% | | 5-Year Average Return: | 4.12% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 23.14% | |
Worst 1-Yr Total Return (2008): | -40.34% | |
Best 3-Yr Total Return (2004-6): | 16.37% | |
Worst 3-Yr Total Return (2006-8): | -7.11% |
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| 1-Year: | -6.70% | | 3-Year: | -2.49% | | 5-Year: | 4.34% | | 10-Year: | 6.13% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FCLTX | Category | Diff | Index* | Diff | | Year To Date | 33.79 | 20.92 | 12.87 | 24.07 | 9.72 | | 1-Month | 8.65 | 8.42 | 0.23 | 6.00 | 2.65 | | 3-Month | 7.77 | 7.31 | 0.46 | 7.91 | -0.14 | | 1-Year | 40.33 | 26.26 | 14.07 | 25.39 | 14.94 | | 3-Year | -1.86 | -7.04 | 5.18 | -5.79 | 3.93 | | 5-Year | 4.12 | 0.46 | 3.66 | 0.71 | 3.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 68.41 | 61.08 | 7.33 | 45.76 | 22.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.38 | -16.11 | -4.27 | -18.25 | -2.13 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FCLTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.34 | -37.69 | -2.65 | | 2007 | | | 17.24 | 8.77 | 8.47 | | 2006 | | | 14.59 | 12.89 | 1.70 | | 2005 | | | 11.69 | 9.97 | 1.72 | | 2004 | | | 23.14 | 21.30 | 1.84 | | 2003 | | | 38.27 | 33.45 | 4.82 | | 2002 | | | -19.15 | -17.88 | -1.27 | | 2001 | | | 3.20 | 0.46 | 2.74 | | 2000 | | | 6.75 | 8.96 | -2.21 | | 1999 | | | 12.50 | 9.69 | 2.81 |
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| PAST QUARTERLY RETURNS (%) FOR
FCLTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.50 | 24.60 | 22.59 | N/A | | 2008 | -7.15 | -3.01 | -11.57 | -25.09 | | 2007 | 1.21 | 11.90 | 5.05 | -1.46 | | 2006 | 11.92 | -2.42 | -1.43 | 6.44 | | 2005 | 0.40 | -0.50 | 6.67 | 4.81 | | 2004 | 0.24 | 8.14 | 2.40 | 10.94 | | 2003 | -6.95 | 16.96 | 5.26 | 20.70 | | 2002 | 2.25 | -9.17 | -18.28 | 6.53 | | 2001 | -6.34 | 8.37 | -15.78 | 20.73 | | 2000 | -3.32 | -5.27 | 5.62 | 10.36 | | 1999 | N/A | N/A | N/A | 7.24 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 3 | 27 | 11.11 | | 1-Month | 16 | 27 | 59.26 | | 3-Month | 10 | 27 | 37.04 | | 6-Month | 5 | 27 | 18.52 | | 1-Year | 3 | 20 | 15.00 | | 3-Year | 4 | 20 | 20.00 | | 5-Year | 5 | 19 | 26.32 |
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0.03% Nasdaq 
0.07 (0.35%) 
Performance
