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| Morningstar Return Rating: | Average | | Year to Date Return: | 28.57% | | 5-Year Average Return: | 4.26% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 20.93% | |
Worst 1-Yr Total Return (2008): | -40.08% | |
Best 3-Yr Total Return (2005-7): | 12.77% | |
Worst 3-Yr Total Return (2006-8): | -8.20% |
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| 1-Year: | -1.28% | | 3-Year: | -1.63% | | 5-Year: | 4.35% | | 10-Year: | 1.60% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FGRAX | Category | Diff | Index* | Diff | | Year To Date | 28.57 | 25.80 | 2.77 | 17.05 | 11.52 | | 1-Month | -3.12 | -4.37 | 1.25 | -1.86 | -1.26 | | 3-Month | 5.31 | 4.09 | 1.22 | 5.48 | -0.17 | | 1-Year | 19.96 | 16.23 | 3.73 | 9.80 | 10.16 | | 3-Year | -1.47 | -5.36 | 3.89 | -7.02 | 5.55 | | 5-Year | 4.26 | 1.68 | 2.58 | 0.33 | 3.93 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.19 | 47.87 | -0.68 | 45.76 | 1.43 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.81 | -19.87 | 3.06 | -18.25 | 1.44 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FGRAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.08 | -43.77 | 3.69 | | 2007 | | | 20.93 | 15.09 | 5.84 | | 2006 | | | 6.76 | 9.00 | -2.24 | | 2005 | | | 11.07 | 9.84 | 1.23 | | 2004 | | | 17.31 | 13.23 | 4.08 | | 2003 | | | 43.94 | 35.96 | 7.98 | | 2002 | | | -35.74 | -27.24 | -8.50 | | 2001 | | | -22.59 | -19.98 | -2.61 | | 2000 | | | -25.83 | -4.78 | -21.05 | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FGRAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.64 | 16.27 | 16.04 | N/A | | 2008 | -15.06 | 8.98 | -17.99 | -21.07 | | 2007 | 2.49 | 6.68 | 13.35 | -2.42 | | 2006 | 10.99 | -7.13 | -1.41 | 5.05 | | 2005 | -6.37 | 3.22 | 7.01 | 7.39 | | 2004 | 2.83 | 2.37 | -3.21 | 15.14 | | 2003 | -0.11 | 18.03 | 6.63 | 14.50 | | 2002 | -4.59 | -18.84 | -24.06 | 9.28 | | 2001 | -24.85 | 13.49 | -31.24 | 31.99 | | 2000 | 23.56 | -7.34 | 2.66 | -36.90 | | 1999 | N/A | N/A | N/A | 75.03 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 330 | 848 | 38.92 | | 1-Month | 135 | 901 | 14.98 | | 3-Month | 71 | 898 | 7.91 | | 6-Month | 329 | 868 | 37.90 | | 1-Year | 259 | 847 | 30.58 | | 3-Year | 85 | 749 | 11.35 | | 5-Year | 94 | 636 | 14.78 |
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1.00% Nasdaq 
Performance
