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| Morningstar Return Rating: | Average | | Year to Date Return: | 4.09% | | 5-Year Average Return: | 3.83% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.03% | |
Worst 1-Yr Total Return (2004): | 1.79% | |
Best 3-Yr Total Return (2006-8): | 4.25% | |
Worst 3-Yr Total Return (2004-6): | 2.67% |
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| 1-Year: | 1.88% | | 3-Year: | 3.69% | | 5-Year: | 3.29% | | 10-Year: | 3.65% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FISAX | Category | Diff | Index* | Diff | | Year To Date | 4.09 | 5.78 | -1.69 | 7.61 | -3.52 | | 1-Month | 0.47 | 0.16 | 0.31 | 1.29 | -0.82 | | 3-Month | 0.81 | 1.13 | -0.32 | 2.86 | -2.05 | | 1-Year | 4.49 | 5.67 | -1.18 | 11.63 | -7.14 | | 3-Year | 4.32 | 0.80 | 3.52 | 6.40 | -2.08 | | 5-Year | 3.83 | 1.83 | 2 | 5.49 | -1.66 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 2.36 | 4.17 | -1.81 | 7.06 | -4.7 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.18 | -0.10 | 4.28 | 7.94 | -3.76 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FISAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 3.58 | -7.89 | 11.47 | | 2007 | | | 5.03 | 2.42 | 2.61 | | 2006 | | | 4.16 | 4.70 | -0.54 | | 2005 | | | 2.06 | 2.53 | -0.47 | | 2004 | | | 1.79 | 1.27 | 0.52 | | 2003 | | | 1.22 | 1.75 | -0.53 | | 2002 | | | 3.42 | 2.90 | 0.52 | | 2001 | | | 6.45 | 5.53 | 0.92 | | 2000 | | | 6.70 | 6.82 | -0.12 | | 1999 | | | 4.39 | 4.39 | 0.00 |
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| PAST QUARTERLY RETURNS (%) FOR
FISAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.72 | 1.17 | 0.67 | N/A | | 2008 | 1.48 | 0.56 | 0.90 | 0.60 | | 2007 | 1.15 | 1.04 | 1.47 | 1.28 | | 2006 | 0.81 | 0.62 | 1.47 | 1.20 | | 2005 | 0.54 | 0.70 | 0.31 | 0.49 | | 2004 | 0.92 | -0.37 | 0.84 | 0.40 | | 2003 | 0.67 | 0.39 | -0.06 | 0.22 | | 2002 | 0.75 | 1.12 | 0.91 | 0.60 | | 2001 | 2.07 | 1.63 | 1.38 | 1.21 | | 2000 | 1.35 | 1.37 | 1.71 | 2.11 | | 1999 | N/A | N/A | N/A | 1.01 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 61 | 105 | 58.10 | | 1-Month | 37 | 107 | 34.58 | | 3-Month | 50 | 107 | 46.73 | | 6-Month | 60 | 105 | 57.14 | | 1-Year | 56 | 105 | 53.33 | | 3-Year | 6 | 97 | 6.19 | | 5-Year | 7 | 87 | 8.05 |
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0.11% Nasdaq 
0.01%
Performance
