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| Morningstar Return Rating: | Average | | Year to Date Return: | 24.00% | | 5-Year Average Return: | -4.07% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 16.63% | |
Worst 1-Yr Total Return (2008): | -48.03% | |
Best 3-Yr Total Return (2004-6): | 11.54% | |
Worst 3-Yr Total Return (2006-8): | -16.81% |
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| 1-Year: | -17.42% | | 3-Year: | -13.00% | | 5-Year: | -3.27% | | 10-Year: | 0.46% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FIDBX | Category | Diff | Index* | Diff | | Year To Date | 24.00 | 24.03 | -0.03 | 24.07 | -0.07 | | 1-Month | 4.05 | 3.09 | 0.96 | 6.00 | -1.95 | | 3-Month | 1.12 | 0.88 | 0.24 | 7.91 | -6.79 | | 1-Year | 24.20 | 25.06 | -0.86 | 25.39 | -1.19 | | 3-Year | -14.27 | -14.98 | 0.71 | -5.79 | -8.48 | | 5-Year | -4.07 | -5.72 | 1.65 | 0.71 | -4.78 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 73.95 | 76.37 | -2.42 | 45.76 | 28.19 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.60 | -13.82 | -5.78 | -18.25 | -1.35 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FIDBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.03 | -43.91 | -4.12 | | 2007 | | | -5.03 | -11.64 | 6.61 | | 2006 | | | 16.63 | 16.90 | -0.27 | | 2005 | | | 9.21 | 6.74 | 2.47 | | 2004 | | | 8.95 | 14.02 | -5.07 | | 2003 | | | 25.56 | 33.56 | -8.00 | | 2002 | | | -16.96 | -10.28 | -6.68 | | 2001 | | | -18.46 | -2.05 | -16.41 | | 2000 | | | 29.54 | 27.74 | 1.80 | | 1999 | | | -1.64 | -1.79 | 0.15 |
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| PAST QUARTERLY RETURNS (%) FOR
FIDBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.59 | 23.37 | 21.19 | N/A | | 2008 | -15.89 | -10.00 | -0.28 | -31.15 | | 2007 | -0.91 | 4.47 | -4.13 | -4.32 | | 2006 | 4.54 | -2.25 | 5.72 | 7.96 | | 2005 | -4.83 | 4.38 | 1.90 | 7.90 | | 2004 | 3.26 | -1.32 | -1.11 | 8.11 | | 2003 | -6.11 | 17.06 | 3.59 | 10.27 | | 2002 | 1.36 | -7.81 | -14.24 | 3.63 | | 2001 | -14.12 | 5.57 | -15.79 | 6.79 | | 2000 | 3.84 | 0.62 | 22.71 | 1.05 | | 1999 | N/A | N/A | N/A | 9.99 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 67 | 129 | 51.94 | | 1-Month | 61 | 129 | 47.29 | | 3-Month | 43 | 129 | 33.33 | | 6-Month | 67 | 129 | 51.94 | | 1-Year | 55 | 122 | 45.08 | | 3-Year | 42 | 107 | 39.25 | | 5-Year | 41 | 101 | 40.59 |
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0.02% Nasdaq 0.00%
0.01 (0.11%) 
Performance
