|
| Morningstar Return Rating: | Average | | Year to Date Return: | 6.60% | | 5-Year Average Return: | 5.21% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 6.79% | |
Worst 1-Yr Total Return (2005): | 2.46% | |
Best 3-Yr Total Return (2006-8): | 5.49% | |
Worst 3-Yr Total Return (2004-6): | 3.23% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FGSSX | Category | Diff | Index* | Diff | | Year To Date | 6.60 | 6.47 | 0.13 | 7.61 | -1.01 | | 1-Month | 1.15 | 1.23 | -0.08 | 1.29 | -0.14 | | 3-Month | 2.42 | 2.69 | -0.27 | 2.86 | -0.44 | | 1-Year | 8.27 | 9.04 | -0.77 | 11.63 | -3.36 | | 3-Year | 6.38 | 5.62 | 0.76 | 6.40 | -0.02 | | 5-Year | 5.21 | 4.68 | 0.53 | 5.49 | -0.28 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.20 | 4.86 | -0.66 | 7.06 | -2.86 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.36 | 7.38 | 0.98 | 7.94 | 0.42 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FGSSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 6.79 | 4.76 | 2.03 | | 2007 | | | 5.99 | 6.09 | -0.10 | | 2006 | | | 3.72 | 3.47 | 0.25 | | 2005 | | | 2.46 | 1.91 | 0.55 | | 2004 | | | 3.53 | 3.01 | 0.52 | | 2003 | | | 1.92 | 1.90 | 0.02 | | 2002 | | | 8.24 | 9.23 | -0.99 | | 2001 | | | 7.12 | 6.81 | 0.31 | | 2000 | | | 10.61 | 10.86 | -0.25 | | 1999 | | | 0.63 | -1.35 | 1.98 |
|
| PAST QUARTERLY RETURNS (%) FOR
FGSSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.17 | 0.20 | 2.30 | N/A | | 2008 | 2.36 | -0.61 | 1.43 | 3.50 | | 2007 | 1.25 | -0.81 | 2.47 | 2.99 | | 2006 | -0.26 | -0.79 | 3.32 | 1.45 | | 2005 | -0.07 | 1.79 | -0.12 | 0.85 | | 2004 | 1.23 | -0.99 | 2.24 | 1.03 | | 2003 | 0.65 | 0.39 | 0.14 | 0.72 | | 2002 | 0.93 | 3.11 | 2.75 | 1.22 | | 2001 | 2.44 | 0.88 | 3.74 | -0.09 | | 2000 | 2.02 | 1.92 | 2.94 | 3.34 | | 1999 | N/A | N/A | N/A | 0.13 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 150 | 367 | 40.87 | | 1-Month | 273 | 374 | 72.99 | | 3-Month | 153 | 374 | 40.91 | | 6-Month | 265 | 374 | 70.86 | | 1-Year | 128 | 358 | 35.75 | | 3-Year | 98 | 345 | 28.41 | | 5-Year | 76 | 318 | 23.90 |
|
|
|
|
|