|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 38.50% | | 5-Year Average Return: | 6.43% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 26.73% | |
Worst 1-Yr Total Return (2008): | -42.10% | |
Best 3-Yr Total Return (2004-6): | 17.87% | |
Worst 3-Yr Total Return (2006-8): | -7.52% |
|
| 1-Year: | 2.62% | | 3-Year: | -2.30% | | 5-Year: | 7.25% | | 10-Year: | 7.34% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FGFBX | Category | Diff | Index* | Diff | | Year To Date | 38.50 | 24.47 | 14.03 | 27.36 | 11.14 | | 1-Month | -2.64 | -2.54 | -0.1 | -1.25 | -1.39 | | 3-Month | 6.78 | 5.67 | 1.11 | 8.10 | -1.32 | | 1-Year | 33.39 | 25.04 | 8.35 | 27.71 | 5.68 | | 3-Year | -2.80 | -5.94 | 3.14 | -5.22 | 2.42 | | 5-Year | 6.43 | 4.57 | 1.86 | 5.10 | 1.33 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 78.55 | 57.09 | 21.46 | 59.35 | 19.2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.62 | -14.01 | 5.39 | -14.95 | 6.33 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FGFBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.10 | -43.99 | 1.89 | | 2007 | | | 7.81 | 12.71 | -4.90 | | 2006 | | | 26.73 | 24.77 | 1.96 | | 2005 | | | 13.54 | 14.72 | -1.18 | | 2004 | | | 13.82 | 17.39 | -3.57 | | 2003 | | | 33.62 | 33.58 | 0.04 | | 2002 | | | -20.25 | -16.69 | -3.56 | | 2001 | | | -3.72 | -21.67 | 17.95 | | 2000 | | | 21.50 | -16.34 | 37.84 | | 1999 | | | 10.15 | 40.28 | -30.13 |
|
| PAST QUARTERLY RETURNS (%) FOR
FGFBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.36 | 32.88 | 26.47 | N/A | | 2008 | -9.47 | -5.48 | -10.98 | -23.99 | | 2007 | 4.86 | 5.70 | -0.89 | -1.87 | | 2006 | 11.14 | -0.25 | 4.57 | 9.31 | | 2005 | 0.70 | -1.32 | 10.76 | 3.16 | | 2004 | 3.46 | -1.02 | -1.31 | 12.62 | | 2003 | -7.32 | 23.51 | 4.31 | 11.90 | | 2002 | 1.48 | -9.35 | -20.85 | 9.53 | | 2001 | -8.83 | 7.35 | -13.95 | 14.32 | | 2000 | -3.86 | -0.63 | 19.27 | 6.64 | | 1999 | N/A | N/A | N/A | 12.07 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 24 | 827 | 2.90 | | 1-Month | 306 | 850 | 36.00 | | 3-Month | 33 | 847 | 3.90 | | 6-Month | 16 | 838 | 1.91 | | 1-Year | 26 | 803 | 3.24 | | 3-Year | 67 | 600 | 11.17 | | 5-Year | 65 | 466 | 13.95 |
|
|
|
|
|