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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.37% | | 5-Year Average Return: | 3.20% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 6.35% | |
Worst 1-Yr Total Return (2008): | -9.14% | |
Best 3-Yr Total Return (2004-6): | 4.90% | |
Worst 3-Yr Total Return (2006-8): | -1.26% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FCORX | Category | Diff | Index* | Diff | | Year To Date | 16.37 | 17.75 | -1.38 | 11.61 | 4.76 | | 1-Month | -2.40 | -2.09 | -0.31 | -2.10 | -0.3 | | 3-Month | 4.77 | 4.75 | 0.02 | 3.15 | 1.62 | | 1-Year | 13.97 | 14.96 | -0.99 | 13.60 | 0.37 | | 3-Year | 2.43 | 2.12 | 0.31 | 4.17 | -1.74 | | 5-Year | 3.20 | 3.17 | 0.03 | 4.15 | -0.95 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 14.11 | 12.86 | 1.25 | 9.40 | 4.71 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.53 | 2.60 | -0.07 | 5.67 | -3.14 |
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| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FCORX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -9.14 | -10.07 | 0.93 | | 2007 | | | 1.22 | 1.65 | -0.43 | | 2006 | | | 4.67 | 4.41 | 0.26 | | 2005 | | | 3.69 | 2.96 | 0.73 | | 2004 | | | 6.35 | 3.84 | 2.51 | | 2003 | | | 4.42 | 4.79 | -0.37 | | 2002 | | | 7.68 | 8.53 | -0.85 | | 2001 | | | 6.27 | 4.32 | 1.95 | | 2000 | | | 9.43 | 11.02 | -1.59 | | 1999 | | | -6.60 | -4.34 | -2.26 |
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| PAST QUARTERLY RETURNS (%) FOR
FCORX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.35 | 4.56 | 9.27 | N/A | | 2008 | -1.27 | 1.42 | -4.97 | -4.51 | | 2007 | 0.68 | -0.77 | 1.19 | 0.11 | | 2006 | 0.20 | -0.09 | 3.55 | 0.97 | | 2005 | -0.32 | 3.59 | -0.27 | 0.69 | | 2004 | 2.32 | -2.00 | 4.36 | 1.63 | | 2003 | 0.85 | 2.17 | -0.25 | 1.59 | | 2002 | 0.42 | 3.43 | 3.66 | 0.02 | | 2001 | 1.83 | 1.14 | 3.94 | -0.72 | | 2000 | 1.89 | 1.05 | 2.59 | 3.60 | | 1999 | N/A | N/A | N/A | -2.62 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 135 | 338 | 39.94 | | 1-Month | 280 | 346 | 80.92 | | 3-Month | 48 | 346 | 13.87 | | 6-Month | 50 | 339 | 14.75 | | 1-Year | 139 | 338 | 41.12 | | 3-Year | 145 | 320 | 45.31 | | 5-Year | 81 | 285 | 28.42 |
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