|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 13.02% | | 5-Year Average Return: | 0.03% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.79% | |
Worst 1-Yr Total Return (2008): | -32.53% | |
Best 3-Yr Total Return (2004-6): | 7.90% | |
Worst 3-Yr Total Return (2006-8): | -7.30% |
|
| 1-Year: | -13.63% | | 3-Year: | -7.21% | | 5-Year: | -0.66% | | 10-Year: | -2.29% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FIBCX | Category | Diff | Index* | Diff | | Year To Date | 13.02 | 18.65 | -5.63 | 17.05 | -4.03 | | 1-Month | -0.92 | -2.18 | 1.26 | -1.86 | 0.94 | | 3-Month | 5.34 | 5.08 | 0.26 | 5.48 | -0.14 | | 1-Year | 6.94 | 11.86 | -4.92 | 9.80 | -2.86 | | 3-Year | -6.49 | -6.78 | 0.29 | -7.02 | 0.53 | | 5-Year | 0.03 | 0.49 | -0.46 | 0.33 | -0.3 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.49 | 45.26 | -6.77 | 45.76 | -7.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.18 | -15.99 | -1.19 | -18.25 | 1.07 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FIBCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.53 | -37.79 | 5.26 | | 2007 | | | 3.78 | 6.16 | -2.38 | | 2006 | | | 13.79 | 14.17 | -0.38 | | 2005 | | | 3.67 | 5.88 | -2.21 | | 2004 | | | 6.49 | 10.02 | -3.53 | | 2003 | | | 25.13 | 27.05 | -1.92 | | 2002 | | | -26.18 | -22.25 | -3.93 | | 2001 | | | -19.32 | -13.50 | -5.82 | | 2000 | | | -6.04 | -6.31 | 0.27 | | 1999 | | | 24.73 | 20.16 | 4.57 |
|
| PAST QUARTERLY RETURNS (%) FOR
FIBCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.04 | 13.10 | 13.38 | N/A | | 2008 | -8.81 | -3.75 | -4.33 | -19.66 | | 2007 | -0.59 | 6.62 | 2.05 | -4.06 | | 2006 | 3.84 | -2.00 | 5.34 | 6.15 | | 2005 | -1.72 | 0.60 | 2.84 | 1.97 | | 2004 | 0.99 | -0.36 | -2.86 | 8.94 | | 2003 | -4.19 | 14.34 | 2.39 | 11.55 | | 2002 | -2.75 | -13.16 | -16.70 | 4.95 | | 2001 | -13.25 | 5.03 | -18.14 | 8.15 | | 2000 | 7.83 | -4.93 | -1.08 | -7.34 | | 1999 | N/A | N/A | N/A | 19.81 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1711 | 2013 | 85.00 | | 1-Month | 232 | 2110 | 11.00 | | 3-Month | 836 | 2090 | 40.00 | | 6-Month | 1475 | 2049 | 71.99 | | 1-Year | 1384 | 1999 | 69.23 | | 3-Year | 573 | 1694 | 33.83 | | 5-Year | 656 | 1352 | 48.52 |
|
|
|
|
|
0.22% Nasdaq 
Performance
