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| Morningstar Return Rating: | Average | | Year to Date Return: | -3.69% | | 5-Year Average Return: | -0.09% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 52.90% | |
Worst 1-Yr Total Return (2008): | -44.13% | |
Best 3-Yr Total Return (2005-7): | 5.61% | |
Worst 3-Yr Total Return (2006-8): | -13.89% |
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| 1-Year: | 47.55% | | 3-Year: | -6.15% | | 5-Year: | -0.58% | | 10-Year: | 0.66% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FDGTX | Category | Diff | Index* | Diff | | Year To Date | -3.69 | -3.57 | -0.12 | -3.60 | -0.09 | | 1-Month | -3.69 | -3.57 | -0.12 | -3.60 | -0.09 | | 3-Month | 6.57 | 3.99 | 2.58 | 4.16 | 2.41 | | 1-Year | 59.94 | 34.15 | 25.79 | 33.14 | 26.8 | | 3-Year | -6.58 | -7.17 | 0.59 | -7.24 | 0.66 | | 5-Year | -0.09 | 0.19 | -0.28 | 0.18 | -0.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 75.98 | 46.19 | 29.79 | 45.76 | 30.22 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.52 | -17.46 | 3.94 | -18.25 | 4.73 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FDGTX | Category | Diff | | 2009 | | | 52.90 | 28.17 | 24.73 | | 2008 | | | -44.13 | -37.79 | -6.34 | | 2007 | | | 0.27 | 6.16 | -5.89 | | 2006 | | | 13.99 | 14.17 | -0.18 | | 2005 | | | 3.07 | 5.88 | -2.81 | | 2004 | | | 5.18 | 10.02 | -4.84 | | 2003 | | | 22.38 | 27.05 | -4.67 | | 2002 | | | -20.88 | -22.25 | 1.37 | | 2001 | | | -3.15 | -13.50 | 10.35 | | 2000 | | | 11.44 | -6.31 | 17.75 |
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| PAST QUARTERLY RETURNS (%) FOR
FDGTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.37 | 28.85 | 23.01 | 5.28 | | 2008 | -10.47 | -3.79 | -11.16 | -26.99 | | 2007 | 0.00 | 6.88 | -0.14 | -6.05 | | 2006 | 4.56 | -3.57 | 6.90 | 5.75 | | 2005 | -4.27 | 2.14 | 2.10 | 3.25 | | 2004 | 1.25 | 0.62 | -4.72 | 8.36 | | 2003 | -4.89 | 17.12 | 0.00 | 9.85 | | 2002 | 0.51 | -15.49 | -15.31 | 9.98 | | 2001 | -7.53 | 7.61 | -12.56 | 11.32 | | 2000 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1278 | 2131 | 59.97 | | 1-Month | 1875 | 2131 | 87.99 | | 3-Month | 168 | 2102 | 7.99 | | 6-Month | 82 | 2071 | 3.96 | | 1-Year | 23 | 2011 | 1.14 | | 3-Year | 558 | 1772 | 31.49 | | 5-Year | 674 | 1376 | 48.98 |
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1.52% Nasdaq 0.00%
Performance
