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| Morningstar Return Rating: | Above average | | Year to Date Return: | 27.07% | | 5-Year Average Return: | 1.32% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.84% | |
Worst 1-Yr Total Return (2008): | -39.41% | |
Best 3-Yr Total Return (2005-7): | 10.44% | |
Worst 3-Yr Total Return (2006-8): | -8.77% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FGRTX | Category | Diff | Index* | Diff | | Year To Date | 27.07 | 25.10 | 1.97 | 24.07 | 3 | | 1-Month | 6.33 | 5.28 | 1.05 | 6.00 | 0.33 | | 3-Month | 7.78 | 7.01 | 0.77 | 7.91 | -0.13 | | 1-Year | 28.68 | 28.01 | 0.67 | 25.39 | 3.29 | | 3-Year | -4.89 | -5.87 | 0.98 | -5.79 | 0.9 | | 5-Year | 1.32 | 0.64 | 0.68 | 0.71 | 0.61 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.39 | 46.08 | 4.31 | 45.76 | 4.63 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.08 | -17.41 | 1.33 | -18.25 | 2.17 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FGRTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.41 | -37.79 | -1.62 | | 2007 | | | 11.05 | 6.16 | 4.89 | | 2006 | | | 12.84 | 14.17 | -1.33 | | 2005 | | | 7.48 | 5.88 | 1.60 | | 2004 | | | 5.75 | 10.02 | -4.27 | | 2003 | | | 23.16 | 27.05 | -3.89 | | 2002 | | | -17.06 | -22.25 | 5.19 | | 2001 | | | -9.14 | -13.50 | 4.36 | | 2000 | | | -3.89 | -6.31 | 2.42 | | 1999 | | | 8.09 | 20.16 | -12.07 |
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| PAST QUARTERLY RETURNS (%) FOR
FGRTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.23 | 18.52 | 16.70 | N/A | | 2008 | -11.31 | -4.25 | -9.31 | -21.33 | | 2007 | 1.34 | 6.63 | 4.70 | -1.84 | | 2006 | 4.72 | -3.01 | 5.05 | 5.75 | | 2005 | -1.96 | -2.00 | 8.54 | 3.07 | | 2004 | 0.43 | -0.54 | -1.19 | 7.14 | | 2003 | -1.18 | 13.50 | 1.88 | 7.77 | | 2002 | -0.11 | -14.24 | -10.17 | 7.79 | | 2001 | -10.24 | 5.00 | -12.24 | 9.85 | | 2000 | -0.45 | -1.96 | 3.43 | -4.79 | | 1999 | N/A | N/A | N/A | 8.21 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 808 | 2021 | 39.98 | | 1-Month | 1690 | 2113 | 79.98 | | 3-Month | 878 | 2091 | 41.99 | | 6-Month | 144 | 2064 | 6.98 | | 1-Year | 778 | 2011 | 38.69 | | 3-Year | 516 | 1707 | 30.23 | | 5-Year | 445 | 1360 | 32.72 |
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0.02% Nasdaq 
0.01 (0.11%) 
Performance
