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| Morningstar Return Rating: | Above average | | Year to Date Return: | 37.52% | | 5-Year Average Return: | 0.64% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 9.59% | |
Worst 1-Yr Total Return (2008): | -40.19% | |
Best 3-Yr Total Return (2005-7): | 6.00% | |
Worst 3-Yr Total Return (2006-8): | -13.38% |
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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 | FIMPX | Category | Diff | Index* | Diff | | Year To Date | 37.52 | 25.65 | 11.87 | 24.07 | 13.45 | | 1-Month | 4.35 | 3.38 | 0.97 | 6.00 | -1.65 | | 3-Month | 4.22 | 3.71 | 0.51 | 7.91 | -3.69 | | 1-Year | 45.89 | 31.83 | 14.06 | 25.39 | 20.5 | | 3-Year | -5.37 | -7.28 | 1.91 | -5.79 | 0.42 | | 5-Year | 0.64 | -0.38 | 1.02 | 0.71 | -0.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 66.30 | 53.06 | 13.24 | 45.76 | 20.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.81 | -19.68 | 3.87 | -18.25 | 2.44 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FIMPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.19 | -41.55 | 1.36 | | 2007 | | | 3.44 | 7.59 | -4.15 | | 2006 | | | 5.05 | 10.81 | -5.76 | | 2005 | | | 9.59 | 6.02 | 3.57 | | 2004 | | | 0.88 | 12.41 | -11.53 | | 2003 | | | 59.45 | 45.54 | 13.91 | | 2002 | | | -25.59 | -27.88 | 2.29 | | 2001 | | | 5.39 | -8.91 | 14.30 | | 2000 | | | 11.60 | -3.85 | 15.45 | | 1999 | | | 136.91 | 64.77 | 72.14 |
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| PAST QUARTERLY RETURNS (%) FOR
FIMPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.25 | 28.00 | 17.76 | N/A | | 2008 | -14.22 | 4.64 | -7.25 | -28.16 | | 2007 | 3.91 | 5.72 | -2.38 | -3.55 | | 2006 | 11.93 | -10.83 | -3.01 | 8.53 | | 2005 | -1.86 | 2.46 | 6.57 | 2.26 | | 2004 | 4.08 | -4.03 | -13.04 | 16.14 | | 2003 | -7.64 | 34.13 | 11.93 | 14.99 | | 2002 | 1.36 | -16.68 | -23.04 | 14.48 | | 2001 | -7.61 | 20.61 | -25.38 | 26.74 | | 2000 | 34.21 | -7.82 | 5.75 | -14.70 | | 1999 | N/A | N/A | N/A | 70.80 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 78 | 786 | 9.92 | | 1-Month | 277 | 816 | 33.95 | | 3-Month | 146 | 815 | 17.91 | | 6-Month | 144 | 802 | 17.96 | | 1-Year | 61 | 781 | 7.81 | | 3-Year | 144 | 667 | 21.59 | | 5-Year | 179 | 563 | 31.79 |
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0.51% Nasdaq 
Performance
