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| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.23% | | 5-Year Average Return: | -2.56% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 11.02% | |
Worst 1-Yr Total Return (2008): | -38.32% | |
Best 3-Yr Total Return (2004-6): | 5.23% | |
Worst 3-Yr Total Return (2006-8): | -10.67% |
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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 | FDIRX | Category | Diff | Index* | Diff | | Year To Date | 11.23 | 21.65 | -10.42 | 17.05 | -5.82 | | 1-Month | -5.45 | -5.90 | 0.45 | -1.86 | -3.59 | | 3-Month | 1.36 | 2.07 | -0.71 | 5.48 | -4.12 | | 1-Year | 1.99 | 13.17 | -11.18 | 9.80 | -7.81 | | 3-Year | -8.19 | -7.45 | -0.74 | -7.02 | -1.17 | | 5-Year | -2.56 | 0.22 | -2.78 | 0.33 | -2.89 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.84 | 52.20 | -10.36 | 45.76 | -3.92 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.75 | -18.89 | -7.86 | -18.25 | -8.5 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FDIRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.32 | -41.55 | 3.23 | | 2007 | | | 9.68 | 7.59 | 2.09 | | 2006 | | | 5.36 | 10.81 | -5.45 | | 2005 | | | -0.38 | 6.02 | -6.40 | | 2004 | | | 11.02 | 12.41 | -1.39 | | 2003 | | | 36.87 | 45.54 | -8.67 | | 2002 | | | -32.86 | -27.88 | -4.98 | | 2001 | | | -17.59 | -8.91 | -8.68 | | 2000 | | | -7.96 | -3.85 | -4.11 | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FDIRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.13 | 13.99 | 16.13 | N/A | | 2008 | -12.01 | 3.31 | -7.55 | -26.60 | | 2007 | 1.63 | 7.73 | 1.70 | -1.49 | | 2006 | 12.50 | -9.68 | -4.53 | 8.60 | | 2005 | -6.88 | 4.48 | 2.32 | 0.07 | | 2004 | 3.88 | 0.69 | -6.76 | 13.83 | | 2003 | -4.63 | 17.39 | 8.22 | 12.96 | | 2002 | -2.79 | -14.87 | -20.08 | 1.53 | | 2001 | -20.18 | 15.30 | -27.79 | 24.00 | | 2000 | 23.26 | -2.06 | -6.83 | -18.17 | | 1999 | 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 | 718 | 790 | 90.89 | | 1-Month | 549 | 820 | 66.95 | | 3-Month | 524 | 819 | 63.98 | | 6-Month | 560 | 800 | 70.00 | | 1-Year | 580 | 783 | 74.07 | | 3-Year | 338 | 669 | 50.52 | | 5-Year | 409 | 554 | 73.83 |
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0.25% Nasdaq 
Performance
