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| Morningstar Return Rating: | Below average | | Year to Date Return: | 24.48% | | 5-Year Average Return: | -1.41% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 12.10% | |
Worst 1-Yr Total Return (2008): | -34.99% | |
Best 3-Yr Total Return (2004-6): | 7.97% | |
Worst 3-Yr Total Return (2006-8): | -12.69% |
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| 1-Year: | -5.72% | | 3-Year: | -8.77% | | 5-Year: | -1.09% | | 10-Year: | -0.39% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FCNAX | Category | Diff | Index* | Diff | | Year To Date | 24.48 | 25.56 | -1.08 | 17.05 | 7.43 | | 1-Month | -3.59 | -3.46 | -0.13 | -1.86 | -1.73 | | 3-Month | 4.58 | 5.70 | -1.12 | 5.48 | -0.9 | | 1-Year | 17.88 | 18.30 | -0.42 | 9.80 | 8.08 | | 3-Year | -9.82 | -10.40 | 0.58 | -7.02 | -2.8 | | 5-Year | -1.41 | -2.28 | 0.87 | 0.33 | -1.74 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.43 | 53.82 | -2.39 | 45.76 | 5.67 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.77 | -16.21 | 3.44 | -18.25 | 5.48 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FCNAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.99 | -39.80 | 4.81 | | 2007 | | | -8.65 | -6.83 | -1.82 | | 2006 | | | 12.10 | 16.06 | -3.96 | | 2005 | | | 2.83 | -0.22 | 3.05 | | 2004 | | | 9.19 | 12.53 | -3.34 | | 2003 | | | 24.65 | 30.18 | -5.53 | | 2002 | | | -15.63 | -17.74 | 2.11 | | 2001 | | | -3.05 | -1.13 | -1.92 | | 2000 | | | -9.06 | -14.28 | 5.22 | | 1999 | | | 10.17 | 14.76 | -4.59 |
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| PAST QUARTERLY RETURNS (%) FOR
FCNAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.83 | 13.87 | 17.90 | N/A | | 2008 | -8.12 | -7.86 | -0.89 | -22.53 | | 2007 | 3.57 | 1.81 | -4.50 | -9.29 | | 2006 | 4.33 | -2.51 | 4.91 | 5.06 | | 2005 | -2.18 | 1.72 | -1.31 | 4.72 | | 2004 | 2.75 | -2.87 | -3.73 | 13.65 | | 2003 | -2.86 | 13.61 | 2.59 | 10.09 | | 2002 | 4.13 | -6.61 | -14.87 | 1.91 | | 2001 | -6.06 | 6.52 | -11.92 | 10.00 | | 2000 | -7.11 | -2.17 | -3.65 | 3.86 | | 1999 | N/A | N/A | N/A | 14.05 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 12 | 30 | 40.00 | | 1-Month | 3 | 30 | 10.00 | | 3-Month | 15 | 30 | 50.00 | | 6-Month | 18 | 30 | 60.00 | | 1-Year | 13 | 30 | 43.33 | | 3-Year | 10 | 29 | 34.48 | | 5-Year | 5 | 27 | 18.52 |
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0.22% Nasdaq 0.00%
Performance
