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| Morningstar Return Rating: | Above average | | Year to Date Return: | 39.91% | | 5-Year Average Return: | 2.38% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 22.10% | |
Worst 1-Yr Total Return (2008): | -41.43% | |
Best 3-Yr Total Return (2005-7): | 9.81% | |
Worst 3-Yr Total Return (2006-8): | -10.02% |
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| 1-Year: | 0.97% | | 3-Year: | -0.37% | | 5-Year: | 2.70% | | 10-Year: | 1.00% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FDYNX | Category | Diff | Index* | Diff | | Year To Date | 39.91 | 31.20 | 8.71 | 24.07 | 15.84 | | 1-Month | 6.06 | 5.67 | 0.39 | 6.00 | 0.06 | | 3-Month | 10.45 | 8.18 | 2.27 | 7.91 | 2.54 | | 1-Year | 43.11 | 34.04 | 9.07 | 25.39 | 17.72 | | 3-Year | -0.24 | -3.89 | 3.65 | -5.79 | 5.55 | | 5-Year | 2.38 | 1.25 | 1.13 | 0.71 | 1.67 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.19 | 43.84 | 0.35 | 45.76 | -1.57 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.63 | -18.03 | 1.4 | -18.25 | 1.62 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FDYNX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.43 | -40.67 | -0.76 | | 2007 | | | 22.10 | 13.35 | 8.75 | | 2006 | | | 1.88 | 7.05 | -5.17 | | 2005 | | | 6.44 | 6.71 | -0.27 | | 2004 | | | 6.79 | 7.81 | -1.02 | | 2003 | | | 37.62 | 28.66 | 8.96 | | 2002 | | | -20.41 | -27.64 | 7.23 | | 2001 | | | -13.76 | -22.30 | 8.54 | | 2000 | | | -12.91 | -13.05 | 0.14 | | 1999 | | | 36.20 | 38.87 | -2.67 |
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| PAST QUARTERLY RETURNS (%) FOR
FDYNX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.37 | 15.99 | 15.35 | N/A | | 2008 | -14.12 | 5.68 | -15.59 | -23.56 | | 2007 | 1.18 | 6.92 | 10.76 | 1.90 | | 2006 | 2.44 | -6.57 | 2.60 | 3.76 | | 2005 | -6.95 | 3.81 | 5.57 | 4.39 | | 2004 | 0.27 | 3.27 | -6.69 | 10.51 | | 2003 | 0.50 | 16.28 | 5.10 | 12.05 | | 2002 | -2.69 | -12.56 | -11.85 | 6.12 | | 2001 | -13.16 | 3.89 | -13.12 | 10.03 | | 2000 | 10.81 | -4.56 | -3.15 | -14.97 | | 1999 | N/A | N/A | N/A | 21.70 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 236 | 1818 | 12.98 | | 1-Month | 800 | 1906 | 41.97 | | 3-Month | 209 | 1904 | 10.98 | | 6-Month | 149 | 1866 | 7.98 | | 1-Year | 231 | 1815 | 12.73 | | 3-Year | 109 | 1537 | 7.09 | | 5-Year | 268 | 1273 | 21.05 |
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