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| Morningstar Return Rating: | Below average | | Year to Date Return: | 25.46% | | 5-Year Average Return: | 0.16% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 15.78% | |
Worst 1-Yr Total Return (2008): | -38.72% | |
Best 3-Yr Total Return (2004-6): | 12.15% | |
Worst 3-Yr Total Return (2006-8): | -11.49% |
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| 1-Year: | -10.47% | | 3-Year: | -5.59% | | 5-Year: | 1.32% | | 10-Year: | 2.88% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FIMBX | Category | Diff | Index* | Diff | | Year To Date | 25.46 | 30.74 | -5.28 | 24.07 | 1.39 | | 1-Month | 3.51 | 4.28 | -0.77 | 6.00 | -2.49 | | 3-Month | 5.79 | 5.45 | 0.34 | 7.91 | -2.12 | | 1-Year | 31.36 | 36.41 | -5.05 | 25.39 | 5.97 | | 3-Year | -6.80 | -6.04 | -0.76 | -5.79 | -1.01 | | 5-Year | 0.16 | 0.99 | -0.83 | 0.71 | -0.55 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.45 | 54.55 | -7.1 | 45.76 | 1.69 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.48 | -16.09 | -6.39 | -18.25 | -4.23 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FIMBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.72 | -39.18 | 0.46 | | 2007 | | | 4.18 | 4.85 | -0.67 | | 2006 | | | 8.62 | 14.03 | -5.41 | | 2005 | | | 12.17 | 9.25 | 2.92 | | 2004 | | | 15.78 | 16.30 | -0.52 | | 2003 | | | 32.51 | 36.28 | -3.77 | | 2002 | | | -20.51 | -16.55 | -3.96 | | 2001 | | | -13.52 | -3.12 | -10.40 | | 2000 | | | 2.41 | 6.36 | -3.95 | | 1999 | | | 39.35 | 20.92 | 18.43 |
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| PAST QUARTERLY RETURNS (%) FOR
FIMBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.09 | 19.92 | 15.91 | N/A | | 2008 | -8.59 | 1.63 | -11.45 | -25.51 | | 2007 | 4.09 | 5.60 | -2.55 | -2.74 | | 2006 | 6.21 | -5.92 | 0.55 | 8.11 | | 2005 | 0.93 | 3.45 | 5.98 | 1.36 | | 2004 | 4.67 | -0.19 | -0.71 | 11.61 | | 2003 | -4.76 | 16.96 | 4.97 | 13.31 | | 2002 | 2.74 | -9.07 | -17.57 | 3.23 | | 2001 | -13.12 | 11.34 | -22.50 | 15.35 | | 2000 | 11.13 | -5.48 | 5.67 | -7.74 | | 1999 | N/A | N/A | N/A | 26.55 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 319 | 450 | 70.89 | | 1-Month | 162 | 479 | 33.82 | | 3-Month | 99 | 476 | 20.80 | | 6-Month | 335 | 472 | 70.97 | | 1-Year | 219 | 450 | 48.67 | | 3-Year | 185 | 367 | 50.41 | | 5-Year | 174 | 293 | 59.39 |
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0.10% Nasdaq 0.00%
0.11 (0.58%) 
Performance
