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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.20% | | 5-Year Average Return: | 4.49% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 9.05% | |
Worst 1-Yr Total Return (2008): | -2.32% | |
Best 3-Yr Total Return (2005-7): | 3.75% | |
Worst 3-Yr Total Return (2006-8): | 2.21% |
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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 | FINPX | Category | Diff | Index* | Diff | | Year To Date | 12.20 | 13.16 | -0.96 | 7.61 | 4.59 | | 1-Month | 2.72 | 2.46 | 0.26 | 1.29 | 1.43 | | 3-Month | 6.28 | 5.93 | 0.35 | 2.86 | 3.42 | | 1-Year | 18.95 | 19.71 | -0.76 | 11.63 | 7.32 | | 3-Year | 5.30 | 5.21 | 0.09 | 6.40 | -1.1 | | 5-Year | 4.49 | 4.84 | -0.35 | 5.49 | -1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.42 | 10.77 | -1.35 | 7.06 | 2.36 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.18 | -1.77 | 0.59 | 7.94 | -9.12 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FINPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.32 | -4.08 | 1.76 | | 2007 | | | 9.05 | 9.86 | -0.81 | | 2006 | | | 0.24 | 0.09 | 0.15 | | 2005 | | | 2.16 | 2.09 | 0.07 | | 2004 | | | 8.24 | 7.48 | 0.76 | | 2003 | | | 7.75 | 7.15 | 0.60 | | 2002 | | | N/A | 14.81 | N/A | | 2001 | | | N/A | 7.27 | N/A | | 2000 | | | N/A | 12.36 | N/A | | 1999 | | | N/A | 1.80 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FINPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.19 | 0.47 | 3.13 | N/A | | 2008 | 4.76 | -0.45 | -3.73 | -2.71 | | 2007 | 2.23 | -0.94 | 3.63 | 3.91 | | 2006 | -2.18 | 0.39 | 3.42 | -1.30 | | 2005 | -0.49 | 2.78 | -0.12 | 0.01 | | 2004 | 4.90 | -3.26 | 4.09 | 2.47 | | 2003 | 2.51 | 3.45 | 0.31 | 1.29 | | 2002 | N/A | N/A | 7.68 | 0.52 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 94 | 158 | 59.49 | | 1-Month | 89 | 163 | 54.60 | | 3-Month | 60 | 160 | 37.50 | | 6-Month | 81 | 159 | 50.94 | | 1-Year | 68 | 157 | 43.31 | | 3-Year | 84 | 138 | 60.87 | | 5-Year | 55 | 86 | 63.95 |
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