|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 27.00% | | 5-Year Average Return: | 5.40% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 24.22% | |
Worst 1-Yr Total Return (2008): | -44.28% | |
Best 3-Yr Total Return (2004-6): | 20.58% | |
Worst 3-Yr Total Return (2006-8): | -6.27% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FIGRX | Category | Diff | Index* | Diff | | Year To Date | 27.00 | 29.35 | -2.35 | 29.91 | -2.91 | | 1-Month | 4.24 | 3.83 | 0.41 | 2.00 | 2.24 | | 3-Month | 5.63 | 6.09 | -0.46 | 4.58 | 1.05 | | 1-Year | 36.10 | 38.30 | -2.2 | 37.72 | -1.62 | | 3-Year | -4.44 | -5.68 | 1.24 | -5.52 | 1.08 | | 5-Year | 5.40 | 4.12 | 1.28 | 4.13 | 1.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.84 | 57.56 | -3.72 | 59.35 | -5.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.18 | -15.07 | -1.11 | -14.95 | -1.23 |
|
| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FIGRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.28 | -43.99 | -0.29 | | 2007 | | | 18.98 | 12.71 | 6.27 | | 2006 | | | 24.22 | 24.77 | -0.55 | | 2005 | | | 18.55 | 14.72 | 3.83 | | 2004 | | | 19.05 | 17.39 | 1.66 | | 2003 | | | 43.34 | 33.58 | 9.76 | | 2002 | | | -9.87 | -16.69 | 6.82 | | 2001 | | | -17.43 | -21.67 | 4.24 | | 2000 | | | -14.06 | -16.34 | 2.28 | | 1999 | | | 53.71 | 40.28 | 13.43 |
|
| PAST QUARTERLY RETURNS (%) FOR
FIGRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.54 | 22.27 | 18.61 | N/A | | 2008 | -11.47 | -0.29 | -21.17 | -19.93 | | 2007 | 3.16 | 8.46 | 5.68 | 0.62 | | 2006 | 9.76 | -1.61 | 3.42 | 11.22 | | 2005 | -0.32 | 1.14 | 11.43 | 5.53 | | 2004 | 5.10 | -0.36 | -2.71 | 16.85 | | 2003 | -7.85 | 20.06 | 10.80 | 16.92 | | 2002 | 4.74 | -0.20 | -18.00 | 5.16 | | 2001 | -13.03 | 1.01 | -15.58 | 11.34 | | 2000 | 1.30 | -5.81 | -3.55 | -6.61 | | 1999 | N/A | N/A | N/A | 29.39 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 453 | 824 | 54.98 | | 1-Month | 279 | 847 | 32.94 | | 3-Month | 244 | 844 | 28.91 | | 6-Month | 436 | 839 | 51.97 | | 1-Year | 296 | 817 | 36.23 | | 3-Year | 161 | 612 | 26.31 | | 5-Year | 106 | 462 | 22.94 |
|
|
|
|
|
0.49% Nasdaq 
Performance
