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| Morningstar Return Rating: | Average | | Year to Date Return: | 22.91% | | 5-Year Average Return: | 2.01% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 14.78% | |
Worst 1-Yr Total Return (2008): | -36.74% | |
Best 3-Yr Total Return (2004-6): | 11.58% | |
Worst 3-Yr Total Return (2006-8): | -9.79% |
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| 1-Year: | -5.05% | | 3-Year: | -2.50% | | 5-Year: | 3.27% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FDXCX | Category | Diff | Index* | Diff | | Year To Date | 22.91 | 25.56 | -2.65 | 17.05 | 5.86 | | 1-Month | -4.62 | -4.12 | -0.5 | -1.86 | -2.76 | | 3-Month | 4.98 | 5.04 | -0.06 | 5.48 | -0.5 | | 1-Year | 16.68 | 18.21 | -1.53 | 9.80 | 6.88 | | 3-Year | -5.30 | -6.38 | 1.08 | -7.02 | 1.72 | | 5-Year | 2.01 | 1.42 | 0.59 | 0.33 | 1.68 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.96 | 53.89 | 0.07 | 45.76 | 8.2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.92 | -16.12 | -2.8 | -18.25 | -0.67 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FDXCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.74 | -39.18 | 2.44 | | 2007 | | | 6.58 | 4.85 | 1.73 | | 2006 | | | 8.89 | 14.03 | -5.14 | | 2005 | | | 11.15 | 9.25 | 1.90 | | 2004 | | | 14.78 | 16.30 | -1.52 | | 2003 | | | 33.21 | 36.28 | -3.07 | | 2002 | | | -15.63 | -16.55 | 0.92 | | 2001 | | | N/A | -3.12 | N/A | | 2000 | | | N/A | 6.36 | N/A | | 1999 | | | N/A | 20.92 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FDXCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.01 | 18.49 | 19.53 | N/A | | 2008 | -9.17 | 5.12 | -10.90 | -25.64 | | 2007 | 5.37 | 5.48 | -1.18 | -2.96 | | 2006 | 7.34 | -3.50 | -1.43 | 6.66 | | 2005 | -0.71 | 4.02 | 4.52 | 2.96 | | 2004 | 4.65 | 0.62 | -2.42 | 11.71 | | 2003 | -4.82 | 17.03 | 6.09 | 12.73 | | 2002 | 6.43 | -9.59 | -16.80 | 5.39 | | 2001 | N/A | N/A | N/A | 17.14 | | 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 | 212 | 461 | 45.99 | | 1-Month | 266 | 484 | 54.96 | | 3-Month | 265 | 482 | 54.98 | | 6-Month | 298 | 466 | 63.95 | | 1-Year | 154 | 459 | 33.55 | | 3-Year | 118 | 378 | 31.22 | | 5-Year | 118 | 298 | 39.60 |
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0.50% Nasdaq 
Performance
