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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.13% | | 5-Year Average Return: | 3.72% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.15% | |
Worst 1-Yr Total Return (2008): | -11.57% | |
Best 3-Yr Total Return (2005-7): | 3.20% | |
Worst 3-Yr Total Return (2006-8): | -1.22% |
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| 1-Year: | 10.33% | | 3-Year: | 1.75% | | 5-Year: | 1.93% | | 10-Year: | 4.40% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FIIGX | Category | Diff | Index* | Diff | | Year To Date | 22.13 | 14.86 | 7.27 | 7.61 | 14.52 | | 1-Month | 1.74 | 1.13 | 0.61 | 1.29 | 0.45 | | 3-Month | 4.44 | 3.76 | 0.68 | 2.86 | 1.58 | | 1-Year | 26.43 | 18.84 | 7.59 | 11.63 | 14.8 | | 3-Year | 4.03 | 4.58 | -0.55 | 6.40 | -2.37 | | 5-Year | 3.72 | 4.20 | -0.48 | 5.49 | -1.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 18.77 | 13.91 | 4.86 | 7.06 | 11.71 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.63 | 6.57 | 0.06 | 7.94 | -1.31 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FIIGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -11.57 | -4.70 | -6.87 | | 2007 | | | 5.15 | 4.70 | 0.45 | | 2006 | | | 3.65 | 4.15 | -0.50 | | 2005 | | | 0.85 | 1.80 | -0.95 | | 2004 | | | 4.01 | 3.91 | 0.10 | | 2003 | | | 8.02 | 5.10 | 2.92 | | 2002 | | | 8.04 | 8.04 | 0.00 | | 2001 | | | 7.53 | 7.64 | -0.11 | | 2000 | | | 8.11 | 9.44 | -1.33 | | 1999 | | | -2.89 | -1.35 | -1.54 |
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| PAST QUARTERLY RETURNS (%) FOR
FIIGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.46 | 10.37 | 7.21 | N/A | | 2008 | 0.69 | -1.42 | -9.53 | -1.53 | | 2007 | 1.32 | -0.67 | 2.12 | 2.31 | | 2006 | -0.91 | -0.32 | 3.78 | 1.11 | | 2005 | -1.08 | 2.86 | -1.05 | 0.17 | | 2004 | 2.97 | -3.35 | 3.47 | 1.02 | | 2003 | 2.03 | 5.44 | -0.17 | 0.58 | | 2002 | -0.47 | 2.94 | 3.95 | 1.45 | | 2001 | 4.32 | 0.36 | 2.72 | -0.01 | | 2000 | 0.60 | 1.44 | 2.77 | 3.09 | | 1999 | N/A | N/A | N/A | 0.12 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 135 | 1126 | 11.99 | | 1-Month | 233 | 1168 | 19.95 | | 3-Month | 301 | 1158 | 25.99 | | 6-Month | 148 | 1140 | 12.98 | | 1-Year | 124 | 1120 | 11.07 | | 3-Year | 580 | 970 | 59.79 | | 5-Year | 533 | 854 | 62.41 |
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