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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.64% | | 5-Year Average Return: | -0.26% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.38% | |
Worst 1-Yr Total Return (2008): | -36.24% | |
Best 3-Yr Total Return (2004-6): | 9.78% | |
Worst 3-Yr Total Return (2006-8): | -9.74% |
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| 1-Year: | -11.24% | | 3-Year: | -6.63% | | 5-Year: | -0.14% | | 10-Year: | -0.33% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FGIBX | Category | Diff | Index* | Diff | | Year To Date | 22.64 | 25.10 | -2.46 | 24.07 | -1.43 | | 1-Month | 4.53 | 5.28 | -0.75 | 6.00 | -1.47 | | 3-Month | 6.95 | 7.01 | -0.06 | 7.91 | -0.96 | | 1-Year | 26.65 | 28.01 | -1.36 | 25.39 | 1.26 | | 3-Year | -6.73 | -5.87 | -0.86 | -5.79 | -0.94 | | 5-Year | -0.26 | 0.64 | -0.9 | 0.71 | -0.97 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.75 | 46.08 | -3.33 | 45.76 | -3.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.98 | -17.41 | -2.57 | -18.25 | -1.73 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FGIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.24 | -37.79 | 1.55 | | 2007 | | | 1.70 | 6.16 | -4.46 | | 2006 | | | 13.38 | 14.17 | -0.79 | | 2005 | | | 5.93 | 5.88 | 0.05 | | 2004 | | | 10.17 | 10.02 | 0.15 | | 2003 | | | 28.78 | 27.05 | 1.73 | | 2002 | | | -23.28 | -22.25 | -1.03 | | 2001 | | | -16.14 | -13.50 | -2.64 | | 2000 | | | -3.93 | -6.31 | 2.38 | | 1999 | | | 22.39 | 20.16 | 2.23 |
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| PAST QUARTERLY RETURNS (%) FOR
FGIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.41 | 16.73 | 14.02 | N/A | | 2008 | -9.16 | -3.53 | -6.11 | -22.50 | | 2007 | 2.14 | 6.62 | -1.72 | -4.97 | | 2006 | 5.68 | -3.67 | 2.79 | 8.36 | | 2005 | -1.27 | 2.16 | 2.43 | 2.53 | | 2004 | 2.87 | -0.76 | -1.02 | 9.03 | | 2003 | -4.14 | 16.24 | 3.12 | 12.09 | | 2002 | -0.43 | -11.91 | -16.65 | 4.94 | | 2001 | -10.88 | 3.48 | -15.70 | 7.88 | | 2000 | 6.52 | -3.71 | -1.10 | -5.30 | | 1999 | N/A | N/A | N/A | 18.77 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1131 | 2021 | 55.96 | | 1-Month | 549 | 2113 | 25.98 | | 3-Month | 334 | 2091 | 15.97 | | 6-Month | 1548 | 2064 | 75.00 | | 1-Year | 781 | 2011 | 38.84 | | 3-Year | 956 | 1707 | 56.00 | | 5-Year | 823 | 1360 | 60.51 |
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0.26% Nasdaq 
Performance
