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| Morningstar Return Rating: | Below average | | Year to Date Return: | 68.22% | | 5-Year Average Return: | -0.44% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 14.22% | |
Worst 1-Yr Total Return (2008): | -50.35% | |
Best 3-Yr Total Return (2004-6): | 6.53% | |
Worst 3-Yr Total Return (2006-8): | -17.97% |
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| 1-Year: | 15.91% | | 3-Year: | -1.85% | | 5-Year: | 3.00% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FDMBX | Category | Diff | Index* | Diff | | Year To Date | 68.22 | 34.90 | 33.32 | 24.07 | 44.15 | | 1-Month | 2.86 | 6.11 | -3.25 | 6.00 | -3.14 | | 3-Month | 6.04 | 6.76 | -0.72 | 7.91 | -1.87 | | 1-Year | 74.76 | 42.88 | 31.88 | 25.39 | 49.37 | | 3-Year | -3.34 | -9.76 | 6.42 | -5.79 | 2.45 | | 5-Year | -0.44 | -1.80 | 1.36 | 0.71 | -1.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 88.38 | 48.27 | 40.11 | 45.76 | 42.62 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.27 | -16.43 | 4.16 | -18.25 | 5.98 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FDMBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -50.35 | -49.47 | -0.88 | | 2007 | | | 7.21 | 11.05 | -3.84 | | 2006 | | | 3.68 | 19.96 | -16.28 | | 2005 | | | 2.08 | 7.66 | -5.58 | | 2004 | | | 14.22 | 21.32 | -7.10 | | 2003 | | | 67.49 | 44.35 | 23.14 | | 2002 | | | -46.48 | -39.50 | -6.98 | | 2001 | | | -22.13 | -32.88 | 10.75 | | 2000 | | | N/A | -33.17 | N/A | | 1999 | | | N/A | 62.70 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FDMBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.31 | 38.24 | 18.60 | N/A | | 2008 | -15.89 | 4.00 | -18.17 | -30.63 | | 2007 | 1.35 | 10.16 | 5.83 | -9.26 | | 2006 | 14.87 | -14.71 | 0.78 | 5.02 | | 2005 | -11.67 | 3.52 | 9.36 | 2.08 | | 2004 | 12.15 | -2.91 | -12.65 | 20.09 | | 2003 | 3.47 | 23.50 | 14.56 | 14.41 | | 2002 | -16.60 | -30.57 | -19.27 | 14.49 | | 2001 | -27.82 | 25.93 | -34.81 | 31.41 | | 2000 | N/A | N/A | N/A | N/A | | 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 | 6 | 47 | 12.77 | | 1-Month | 45 | 47 | 95.74 | | 3-Month | 31 | 47 | 65.96 | | 6-Month | 15 | 47 | 31.91 | | 1-Year | 5 | 40 | 12.50 | | 3-Year | 9 | 33 | 27.27 | | 5-Year | 16 | 32 | 50.00 |
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