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| Morningstar Return Rating: | Average | | Year to Date Return: | 24.44% | | 5-Year Average Return: | 3.38% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 17.77% | |
Worst 1-Yr Total Return (2008): | -41.20% | |
Best 3-Yr Total Return (2005-7): | 14.08% | |
Worst 3-Yr Total Return (2006-8): | -6.87% |
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| 1-Year: | -5.25% | | 3-Year: | -3.70% | | 5-Year: | 3.21% | | 10-Year: | 0.58% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FIISX | Category | Diff | Index* | Diff | | Year To Date | 24.44 | 25.91 | -1.47 | 27.36 | -2.92 | | 1-Month | -2.27 | -2.31 | 0.04 | -1.25 | -1.02 | | 3-Month | 5.26 | 5.52 | -0.26 | 8.10 | -2.84 | | 1-Year | 19.94 | 22.45 | -2.51 | 27.71 | -7.77 | | 3-Year | -3.49 | -5.03 | 1.54 | -5.22 | 1.73 | | 5-Year | 3.38 | 3.41 | -0.03 | 5.10 | -1.72 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.59 | 50.04 | 1.55 | 59.35 | -7.76 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.67 | -12.42 | -2.25 | -14.95 | 0.28 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FIISX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.20 | -41.91 | 0.71 | | 2007 | | | 16.64 | 11.28 | 5.36 | | 2006 | | | 17.77 | 19.72 | -1.95 | | 2005 | | | 8.07 | 11.61 | -3.54 | | 2004 | | | 12.37 | 15.27 | -2.90 | | 2003 | | | 28.82 | 34.49 | -5.67 | | 2002 | | | -21.31 | -19.36 | -1.95 | | 2001 | | | -15.09 | -17.51 | 2.42 | | 2000 | | | -12.97 | -9.14 | -3.83 | | 1999 | | | 31.66 | 41.13 | -9.47 |
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| PAST QUARTERLY RETURNS (%) FOR
FIISX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.78 | 19.46 | 18.14 | N/A | | 2008 | -9.72 | -1.43 | -16.30 | -21.05 | | 2007 | 1.72 | 7.66 | 6.39 | 0.11 | | 2006 | 6.15 | 0.00 | 2.24 | 8.51 | | 2005 | -2.26 | 1.23 | 7.62 | 1.49 | | 2004 | 2.20 | 1.33 | -2.95 | 11.80 | | 2003 | -6.99 | 16.20 | 4.24 | 14.34 | | 2002 | -0.69 | -9.34 | -19.27 | 8.27 | | 2001 | -13.27 | 2.52 | -14.52 | 11.71 | | 2000 | 3.10 | -4.67 | -5.37 | -6.42 | | 1999 | N/A | N/A | N/A | 20.13 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 375 | 767 | 48.89 | | 1-Month | 540 | 844 | 63.98 | | 3-Month | 581 | 830 | 70.00 | | 6-Month | 519 | 787 | 65.95 | | 1-Year | 325 | 741 | 43.86 | | 3-Year | 149 | 530 | 28.11 | | 5-Year | 179 | 434 | 41.24 |
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