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| Morningstar Return Rating: | Average | | Year to Date Return: | 28.47% | | 5-Year Average Return: | 1.91% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 17.58% | |
Worst 1-Yr Total Return (2008): | -37.27% | |
Best 3-Yr Total Return (2005-7): | 9.55% | |
Worst 3-Yr Total Return (2006-8): | -8.34% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FIGWX | Category | Diff | Index* | Diff | | Year To Date | 28.47 | 31.20 | -2.73 | 24.07 | 4.4 | | 1-Month | 5.74 | 5.67 | 0.07 | 6.00 | -0.26 | | 3-Month | 8.51 | 8.18 | 0.33 | 7.91 | 0.6 | | 1-Year | 28.61 | 34.04 | -5.43 | 25.39 | 3.22 | | 3-Year | -1.51 | -3.89 | 2.38 | -5.79 | 4.28 | | 5-Year | 1.91 | 1.25 | 0.66 | 0.71 | 1.2 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.42 | 43.84 | -5.42 | 45.76 | -7.34 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.90 | -18.03 | 1.13 | -18.25 | 1.35 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FIGWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.27 | -40.67 | 3.40 | | 2007 | | | 17.58 | 13.35 | 4.23 | | 2006 | | | 4.42 | 7.05 | -2.63 | | 2005 | | | 7.09 | 6.71 | 0.38 | | 2004 | | | 8.96 | 7.81 | 1.15 | | 2003 | | | 24.20 | 28.66 | -4.46 | | 2002 | | | -25.08 | -27.64 | 2.56 | | 2001 | | | -22.21 | -22.30 | 0.09 | | 2000 | | | -1.22 | -13.05 | 11.83 | | 1999 | | | 14.29 | 38.87 | -24.58 |
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| PAST QUARTERLY RETURNS (%) FOR
FIGWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.52 | 11.38 | 13.78 | N/A | | 2008 | -11.73 | 3.18 | -12.74 | -21.06 | | 2007 | 1.49 | 9.04 | 6.65 | -0.38 | | 2006 | 1.54 | -5.93 | 3.54 | 5.58 | | 2005 | -2.97 | 2.55 | 3.60 | 3.89 | | 2004 | 2.26 | 1.56 | -3.94 | 9.22 | | 2003 | -3.10 | 12.52 | 3.54 | 10.01 | | 2002 | -0.22 | -15.28 | -16.46 | 6.10 | | 2001 | -16.92 | 1.72 | -17.48 | 11.55 | | 2000 | 9.62 | -1.42 | 1.74 | -10.14 | | 1999 | N/A | N/A | N/A | 18.50 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 999 | 1818 | 54.95 | | 1-Month | 686 | 1906 | 35.99 | | 3-Month | 228 | 1904 | 11.97 | | 6-Month | 1007 | 1866 | 53.97 | | 1-Year | 818 | 1815 | 45.07 | | 3-Year | 238 | 1537 | 15.48 | | 5-Year | 338 | 1273 | 26.55 |
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