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| Morningstar Return Rating: | Above average | | Year to Date Return: | 3.16% | | 5-Year Average Return: | 4.71% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 7.94% | |
Worst 1-Yr Total Return (2004): | 1.31% | |
Best 3-Yr Total Return (2006-8): | 6.23% | |
Worst 3-Yr Total Return (2004-6): | 2.14% |
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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 | FFXSX | Category | Diff | Index* | Diff | | Year To Date | 3.16 | 4.17 | -1.01 | 7.61 | -4.45 | | 1-Month | 0.92 | 0.70 | 0.22 | 1.29 | -0.37 | | 3-Month | 1.72 | 1.51 | 0.21 | 2.86 | -1.14 | | 1-Year | 4.74 | 5.67 | -0.93 | 11.63 | -6.89 | | 3-Year | 6.00 | 5.00 | 1 | 6.40 | -0.4 | | 5-Year | 4.71 | 4.03 | 0.68 | 5.49 | -0.78 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 2.09 | 3.01 | -0.92 | 7.06 | -4.97 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.11 | 5.22 | 0.89 | 7.94 | -1.83 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FFXSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 7.94 | 4.80 | 3.14 | | 2007 | | | 7.14 | 5.87 | 1.27 | | 2006 | | | 3.67 | 3.67 | 0.00 | | 2005 | | | 1.45 | 1.26 | 0.19 | | 2004 | | | 1.31 | 1.46 | -0.15 | | 2003 | | | 1.75 | 1.45 | 0.30 | | 2002 | | | 8.04 | 6.85 | 1.19 | | 2001 | | | 8.25 | 7.26 | 0.99 | | 2000 | | | 9.03 | 8.30 | 0.73 | | 1999 | | | 2.06 | 1.49 | 0.57 |
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| PAST QUARTERLY RETURNS (%) FOR
FFXSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.62 | -0.11 | 1.34 | N/A | | 2008 | 3.11 | -0.86 | 1.36 | 4.18 | | 2007 | 1.41 | 0.42 | 2.63 | 2.50 | | 2006 | 0.13 | 0.49 | 2.23 | 0.79 | | 2005 | -0.49 | 1.61 | -0.23 | 0.57 | | 2004 | 1.48 | -1.69 | 1.55 | 0.02 | | 2003 | 0.78 | 1.12 | -0.18 | 0.02 | | 2002 | 0.20 | 3.10 | 3.69 | 0.86 | | 2001 | 2.78 | 0.98 | 4.05 | 0.24 | | 2000 | 1.29 | 1.88 | 2.34 | 3.24 | | 1999 | N/A | N/A | N/A | 0.37 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 101 | 158 | 63.92 | | 1-Month | 74 | 162 | 45.68 | | 3-Month | 58 | 162 | 35.80 | | 6-Month | 74 | 161 | 45.96 | | 1-Year | 80 | 156 | 51.28 | | 3-Year | 32 | 149 | 21.48 | | 5-Year | 26 | 144 | 18.06 |
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