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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.80% | | 5-Year Average Return: | 2.80% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.77% | |
Worst 1-Yr Total Return (2008): | -33.63% | |
Best 3-Yr Total Return (2004-6): | 11.51% | |
Worst 3-Yr Total Return (2006-8): | -5.54% |
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| 1-Year: | -9.60% | | 3-Year: | -2.80% | | 5-Year: | 4.17% | | 10-Year: | 0.89% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FISBX | Category | Diff | Index* | Diff | | Year To Date | 18.80 | 19.19 | -0.39 | 17.05 | 1.75 | | 1-Month | -3.79 | -5.16 | 1.37 | -1.86 | -1.93 | | 3-Month | 3.06 | 4.11 | -1.05 | 5.48 | -2.42 | | 1-Year | 9.43 | 11.22 | -1.79 | 9.80 | -0.37 | | 3-Year | -4.65 | -7.72 | 3.07 | -7.02 | 2.37 | | 5-Year | 2.80 | 1.02 | 1.78 | 0.33 | 2.47 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.14 | 60.83 | -18.69 | 45.76 | -3.62 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.76 | -15.36 | -1.4 | -18.25 | 1.49 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FISBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.63 | -32.24 | -1.39 | | 2007 | | | 5.16 | -6.08 | 11.24 | | 2006 | | | 20.77 | 16.27 | 4.50 | | 2005 | | | 3.33 | 6.40 | -3.07 | | 2004 | | | 11.10 | 21.14 | -10.04 | | 2003 | | | 37.02 | 42.38 | -5.36 | | 2002 | | | -28.22 | -10.12 | -18.10 | | 2001 | | | -22.92 | 15.92 | -38.84 | | 2000 | | | -1.43 | 18.64 | -20.07 | | 1999 | | | 26.52 | 6.78 | 19.74 |
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| PAST QUARTERLY RETURNS (%) FOR
FISBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.44 | 16.50 | 14.52 | N/A | | 2008 | -10.13 | 0.49 | -3.47 | -23.87 | | 2007 | 2.92 | 6.38 | -3.47 | -0.50 | | 2006 | 11.61 | -3.80 | 2.95 | 9.27 | | 2005 | -4.05 | 3.24 | 4.93 | -0.59 | | 2004 | 4.01 | -1.84 | -6.10 | 15.89 | | 2003 | -6.00 | 19.33 | 9.42 | 11.64 | | 2002 | -3.28 | -9.54 | -17.89 | -0.08 | | 2001 | -27.64 | 22.56 | -24.68 | 15.41 | | 2000 | 13.98 | -6.35 | 8.71 | -15.05 | | 1999 | N/A | N/A | N/A | 22.32 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 179 | 390 | 45.90 | | 1-Month | 93 | 406 | 22.91 | | 3-Month | 129 | 405 | 31.85 | | 6-Month | 328 | 396 | 82.83 | | 1-Year | 198 | 381 | 51.97 | | 3-Year | 70 | 317 | 22.08 | | 5-Year | 53 | 242 | 21.90 |
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0.18% Nasdaq 
0.42%
Performance
