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| Morningstar Return Rating: | Below average | | Year to Date Return: | 5.25% | | 5-Year Average Return: | 4.43% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.09% | |
Worst 1-Yr Total Return (2005): | 1.94% | |
Best 3-Yr Total Return (2006-8): | 4.78% | |
Worst 3-Yr Total Return (2004-6): | 3.14% |
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| 1-Year: | 1.95% | | 3-Year: | 3.56% | | 5-Year: | 3.23% | | 10-Year: | 4.92% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FGOAX | Category | Diff | Index* | Diff | | Year To Date | 5.25 | 6.47 | -1.22 | 7.61 | -2.36 | | 1-Month | 0.98 | 1.23 | -0.25 | 1.29 | -0.31 | | 3-Month | 2.16 | 2.69 | -0.53 | 2.86 | -0.7 | | 1-Year | 7.92 | 9.04 | -1.12 | 11.63 | -3.71 | | 3-Year | 5.02 | 5.62 | -0.6 | 6.40 | -1.38 | | 5-Year | 4.43 | 4.68 | -0.25 | 5.49 | -1.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.32 | 4.86 | -0.54 | 7.06 | -2.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.24 | 7.38 | -1.14 | 7.94 | -1.7 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FGOAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 4.36 | 4.76 | -0.40 | | 2007 | | | 6.09 | 6.09 | 0.00 | | 2006 | | | 3.89 | 3.47 | 0.42 | | 2005 | | | 1.94 | 1.91 | 0.03 | | 2004 | | | 3.59 | 3.01 | 0.58 | | 2003 | | | 2.85 | 1.90 | 0.95 | | 2002 | | | 10.51 | 9.23 | 1.28 | | 2001 | | | 6.27 | 6.81 | -0.54 | | 2000 | | | 11.69 | 10.86 | 0.83 | | 1999 | | | -1.87 | -1.35 | -0.52 |
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| PAST QUARTERLY RETURNS (%) FOR
FGOAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.55 | 0.04 | 2.29 | N/A | | 2008 | 2.21 | -1.16 | 0.55 | 2.73 | | 2007 | 1.42 | -0.85 | 2.52 | 2.90 | | 2006 | -0.57 | -0.21 | 3.59 | 1.08 | | 2005 | -0.29 | 2.41 | -0.58 | 0.41 | | 2004 | 2.18 | -1.75 | 2.46 | 0.71 | | 2003 | 1.15 | 1.26 | -0.09 | 0.51 | | 2002 | 0.03 | 4.24 | 4.77 | 1.16 | | 2001 | 2.18 | 0.11 | 4.86 | -0.92 | | 2000 | 2.53 | 1.56 | 2.63 | 4.51 | | 1999 | N/A | N/A | N/A | -0.61 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 198 | 367 | 53.95 | | 1-Month | 254 | 374 | 67.91 | | 3-Month | 261 | 374 | 69.79 | | 6-Month | 321 | 374 | 85.83 | | 1-Year | 155 | 358 | 43.30 | | 3-Year | 204 | 345 | 59.13 | | 5-Year | 166 | 318 | 52.20 |
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