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| Morningstar Return Rating: | Below average | | Year to Date Return: | 45.67% | | 5-Year Average Return: | -0.17% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.99% | |
Worst 1-Yr Total Return (2008): | -44.13% | |
Best 3-Yr Total Return (2004-6): | 7.31% | |
Worst 3-Yr Total Return (2006-8): | -13.89% |
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| 1-Year: | 2.32% | | 3-Year: | -6.01% | | 5-Year: | -0.01% | | 10-Year: | 0.72% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FDGTX | Category | Diff | Index* | Diff | | Year To Date | 45.67 | 25.10 | 20.57 | 24.07 | 21.6 | | 1-Month | 5.42 | 5.28 | 0.14 | 6.00 | -0.58 | | 3-Month | 7.24 | 7.01 | 0.23 | 7.91 | -0.67 | | 1-Year | 52.60 | 28.01 | 24.59 | 25.39 | 27.21 | | 3-Year | -6.01 | -5.87 | -0.14 | -5.79 | -0.22 | | 5-Year | -0.17 | 0.64 | -0.81 | 0.71 | -0.88 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 75.98 | 46.08 | 29.9 | 45.76 | 30.22 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.52 | -17.41 | 3.89 | -18.25 | 4.73 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FDGTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | 7.11 | 20.16 | -13.05 |
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| PAST QUARTERLY RETURNS (%) FOR
FDGTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.37 | 28.85 | 23.01 | N/A | | 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 | 1.48 | 6.09 | 3.00 | 0.50 | | 1999 | N/A | N/A | N/A | 5.96 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 40 | 2021 | 1.98 | | 1-Month | 147 | 2113 | 6.96 | | 3-Month | 1881 | 2091 | 89.96 | | 6-Month | 123 | 2064 | 5.96 | | 1-Year | 25 | 2011 | 1.24 | | 3-Year | 617 | 1707 | 36.15 | | 5-Year | 748 | 1360 | 55.00 |
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