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| Morningstar Return Rating: | Average | | Year to Date Return: | 23.57% | | 5-Year Average Return: | 0.45% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.18% | |
Worst 1-Yr Total Return (2008): | -35.86% | |
Best 3-Yr Total Return (2004-6): | 10.53% | |
Worst 3-Yr Total Return (2006-8): | -9.14% |
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| 1-Year: | -12.28% | | 3-Year: | -6.90% | | 5-Year: | -0.22% | | 10-Year: | -0.22% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FGINX | Category | Diff | Index* | Diff | | Year To Date | 23.57 | 25.10 | -1.53 | 24.07 | -0.5 | | 1-Month | 4.61 | 5.28 | -0.67 | 6.00 | -1.39 | | 3-Month | 7.18 | 7.01 | 0.17 | 7.91 | -0.73 | | 1-Year | 27.61 | 28.01 | -0.4 | 25.39 | 2.22 | | 3-Year | -6.07 | -5.87 | -0.2 | -5.79 | -0.28 | | 5-Year | 0.45 | 0.64 | -0.19 | 0.71 | -0.26 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.42 | 46.08 | -2.66 | 45.76 | -2.34 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.40 | -17.41 | -1.99 | -18.25 | -1.15 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FGINX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.86 | -37.79 | 1.93 | | 2007 | | | 2.43 | 6.16 | -3.73 | | 2006 | | | 14.18 | 14.17 | 0.01 | | 2005 | | | 6.68 | 5.88 | 0.80 | | 2004 | | | 10.87 | 10.02 | 0.85 | | 2003 | | | 29.99 | 27.05 | 2.94 | | 2002 | | | -22.66 | -22.25 | -0.41 | | 2001 | | | -15.51 | -13.50 | -2.01 | | 2000 | | | -3.23 | -6.31 | 3.08 | | 1999 | | | 23.21 | 20.16 | 3.05 |
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| PAST QUARTERLY RETURNS (%) FOR
FGINX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.16 | 16.90 | 14.30 | N/A | | 2008 | -9.01 | -3.42 | -5.86 | -22.47 | | 2007 | 2.31 | 6.81 | -1.55 | -4.79 | | 2006 | 5.86 | -3.55 | 3.02 | 8.55 | | 2005 | -1.08 | 2.36 | 2.57 | 2.72 | | 2004 | 3.05 | -0.69 | -0.82 | 9.23 | | 2003 | -3.89 | 16.54 | 3.37 | 12.27 | | 2002 | -0.35 | -11.76 | -16.45 | 5.26 | | 2001 | -10.68 | 3.60 | -15.58 | 8.16 | | 2000 | 6.76 | -3.57 | -0.89 | -5.15 | | 1999 | N/A | N/A | N/A | 18.51 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 949 | 2021 | 46.96 | | 1-Month | 422 | 2113 | 19.97 | | 3-Month | 250 | 2091 | 11.96 | | 6-Month | 1382 | 2064 | 66.96 | | 1-Year | 700 | 2011 | 34.81 | | 3-Year | 694 | 1707 | 40.66 | | 5-Year | 580 | 1360 | 42.65 |
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