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| Morningstar Return Rating: | Low | | Year to Date Return: | 2.54% | | 5-Year Average Return: | -4.14% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 11.86% | |
Worst 1-Yr Total Return (2008): | -42.16% | |
Best 3-Yr Total Return (2004-6): | 8.00% | |
Worst 3-Yr Total Return (2006-8): | -12.17% |
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| 1-Year: | -24.12% | | 3-Year: | -11.46% | | 5-Year: | -3.90% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FIGBX | Category | Diff | Index* | Diff | | Year To Date | 2.54 | 24.15 | -21.61 | 17.05 | -14.51 | | 1-Month | -2.02 | -2.25 | 0.23 | -1.86 | -0.16 | | 3-Month | 2.76 | 4.52 | -1.76 | 5.48 | -2.72 | | 1-Year | -5.47 | 15.35 | -20.82 | 9.80 | -15.27 | | 3-Year | -12.00 | -4.95 | -7.05 | -7.02 | -4.98 | | 5-Year | -4.14 | 0.99 | -5.13 | 0.33 | -4.47 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 19.61 | 42.81 | -23.2 | 45.76 | -26.15 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -32.91 | -17.14 | -15.77 | -18.25 | -14.66 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FIGBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.16 | -40.67 | -1.49 | | 2007 | | | 11.67 | 13.35 | -1.68 | | 2006 | | | 4.90 | 7.05 | -2.15 | | 2005 | | | 7.35 | 6.71 | 0.64 | | 2004 | | | 11.86 | 7.81 | 4.05 | | 2003 | | | 31.10 | 28.66 | 2.44 | | 2002 | | | -24.33 | -27.64 | 3.31 | | 2001 | | | -15.67 | -22.30 | 6.63 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FIGBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.75 | 4.93 | 10.51 | N/A | | 2008 | -13.85 | -0.14 | -10.97 | -24.48 | | 2007 | 0.47 | 7.78 | 4.53 | -1.34 | | 2006 | 3.93 | -5.08 | 1.14 | 5.13 | | 2005 | -6.14 | 5.01 | 4.16 | 4.58 | | 2004 | 4.04 | 4.27 | -5.71 | 9.35 | | 2003 | -3.36 | 17.92 | 2.48 | 12.25 | | 2002 | -1.87 | -16.35 | -14.33 | 7.60 | | 2001 | -18.60 | 10.66 | -18.77 | 15.25 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1783 | 1802 | 98.95 | | 1-Month | 1701 | 1890 | 90.00 | | 3-Month | 1394 | 1884 | 73.99 | | 6-Month | 1808 | 1827 | 98.96 | | 1-Year | 1491 | 1797 | 82.97 | | 3-Year | 1260 | 1518 | 83.00 | | 5-Year | 1050 | 1251 | 83.93 |
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