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| Morningstar Return Rating: | Average | | Year to Date Return: | 34.27% | | 5-Year Average Return: | -0.37% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 12.63% | |
Worst 1-Yr Total Return (2008): | -49.11% | |
Best 3-Yr Total Return (2005-7): | 11.58% | |
Worst 3-Yr Total Return (2006-8): | -13.96% |
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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 | FFTYX | Category | Diff | Index* | Diff | | Year To Date | 34.27 | 31.20 | 3.07 | 24.07 | 10.2 | | 1-Month | 7.81 | 5.67 | 2.14 | 6.00 | 1.81 | | 3-Month | 7.50 | 8.18 | -0.68 | 7.91 | -0.41 | | 1-Year | 38.56 | 34.04 | 4.52 | 25.39 | 13.17 | | 3-Year | -7.96 | -3.89 | -4.07 | -5.79 | -2.17 | | 5-Year | -0.37 | 1.25 | -1.62 | 0.71 | -1.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.41 | 43.84 | 4.57 | 45.76 | 2.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.34 | -18.03 | -6.31 | -18.25 | -6.09 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FFTYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.11 | -40.67 | -8.44 | | 2007 | | | 12.63 | 13.35 | -0.72 | | 2006 | | | 11.13 | 7.05 | 4.08 | | 2005 | | | 11.00 | 6.71 | 4.29 | | 2004 | | | 7.42 | 7.81 | -0.39 | | 2003 | | | 20.41 | 28.66 | -8.25 | | 2002 | | | 0.32 | -27.64 | 27.96 | | 2001 | | | -12.43 | -22.30 | 9.87 | | 2000 | | | -4.50 | -13.05 | 8.55 | | 1999 | | | 45.79 | 38.87 | 6.92 |
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| PAST QUARTERLY RETURNS (%) FOR
FFTYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.81 | 21.29 | 14.11 | N/A | | 2008 | -14.17 | 6.63 | -23.21 | -27.58 | | 2007 | 4.71 | 7.59 | 4.85 | -4.64 | | 2006 | 6.91 | -2.80 | -1.00 | 8.02 | | 2005 | -4.12 | 1.47 | 8.92 | 4.75 | | 2004 | 1.45 | 0.15 | -4.85 | 11.11 | | 2003 | -5.24 | 17.76 | -0.22 | 8.13 | | 2002 | 11.41 | -4.29 | -15.95 | 11.93 | | 2001 | -8.38 | -0.88 | -6.02 | 2.61 | | 2000 | 2.98 | -7.71 | -5.16 | 5.94 | | 1999 | N/A | N/A | N/A | 19.86 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 599 | 1818 | 32.95 | | 1-Month | 800 | 1906 | 41.97 | | 3-Month | 1408 | 1904 | 73.95 | | 6-Month | 1474 | 1866 | 78.99 | | 1-Year | 451 | 1815 | 24.85 | | 3-Year | 1220 | 1537 | 79.38 | | 5-Year | 856 | 1273 | 67.24 |
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