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| Morningstar Return Rating: | Below average | | Year to Date Return: | 19.27% | | 5-Year Average Return: | 2.44% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.41% | |
Worst 1-Yr Total Return (2008): | -12.08% | |
Best 3-Yr Total Return (2005-7): | 2.41% | |
Worst 3-Yr Total Return (2006-8): | -1.93% |
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| 1-Year: | 12.35% | | 3-Year: | 2.16% | | 5-Year: | 2.09% | | 10-Year: | 4.30% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FIIHX | Category | Diff | Index* | Diff | | Year To Date | 19.27 | 13.54 | 5.73 | 6.24 | 13.03 | | 1-Month | 0.81 | 0.89 | -0.08 | 0.49 | 0.32 | | 3-Month | 3.85 | 4.14 | -0.29 | 2.60 | 1.25 | | 1-Year | 25.64 | 17.86 | 7.78 | 13.79 | 11.85 | | 3-Year | 3.16 | 4.54 | -1.38 | 6.35 | -3.19 | | 5-Year | 2.44 | 3.85 | -1.41 | 5.05 | -2.61 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 18.37 | 13.81 | 4.56 | 7.06 | 11.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.85 | 6.49 | -0.64 | 7.94 | -2.09 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FIIHX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -12.08 | -4.70 | -7.38 | | 2007 | | | 4.41 | 4.70 | -0.29 | | 2006 | | | 2.76 | 4.15 | -1.39 | | 2005 | | | 0.12 | 1.80 | -1.68 | | 2004 | | | 3.18 | 3.91 | -0.73 | | 2003 | | | 7.26 | 5.10 | 2.16 | | 2002 | | | 7.15 | 8.04 | -0.89 | | 2001 | | | 6.84 | 7.64 | -0.80 | | 2000 | | | 7.74 | 9.44 | -1.70 | | 1999 | | | -3.49 | -1.35 | -2.14 |
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| PAST QUARTERLY RETURNS (%) FOR
FIIHX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.25 | 10.16 | 7.13 | N/A | | 2008 | 0.63 | -1.59 | -9.71 | -1.66 | | 2007 | 1.25 | -0.85 | 1.94 | 2.03 | | 2006 | -1.10 | -0.51 | 3.59 | 0.81 | | 2005 | -1.26 | 2.67 | -1.23 | -0.01 | | 2004 | 2.79 | -3.53 | 3.18 | 0.84 | | 2003 | 1.84 | 5.25 | -0.35 | 0.41 | | 2002 | -0.75 | 2.75 | 3.76 | 1.26 | | 2001 | 3.64 | 0.18 | 2.64 | 0.26 | | 2000 | 0.28 | 1.29 | 2.60 | 3.38 | | 1999 | N/A | N/A | N/A | -0.13 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 157 | 1122 | 13.99 | | 1-Month | 139 | 1164 | 11.94 | | 3-Month | 519 | 1154 | 44.97 | | 6-Month | 181 | 1133 | 15.98 | | 1-Year | 102 | 1113 | 9.16 | | 3-Year | 621 | 957 | 64.89 | | 5-Year | 583 | 845 | 68.99 |
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Performance
