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| Morningstar Return Rating: | Average | | Year to Date Return: | 44.45% | | 5-Year Average Return: | 6.25% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 29.47% | |
Worst 1-Yr Total Return (2008): | -46.54% | |
Best 3-Yr Total Return (2004-6): | 24.16% | |
Worst 3-Yr Total Return (2006-8): | -11.58% |
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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 | FISMX | Category | Diff | Index* | Diff | | Year To Date | 44.45 | 45.86 | -1.41 | 29.91 | 14.54 | | 1-Month | 2.06 | 3.32 | -1.26 | 2.00 | 0.06 | | 3-Month | 6.13 | 8.08 | -1.95 | 4.58 | 1.55 | | 1-Year | 55.40 | 56.85 | -1.45 | 37.72 | 17.68 | | 3-Year | -3.36 | -5.58 | 2.22 | -5.52 | 2.16 | | 5-Year | 6.25 | 6.68 | -0.43 | 4.13 | 2.12 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 65.86 | 65.72 | 0.14 | 59.35 | 6.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.90 | -12.65 | 0.75 | -14.95 | 3.05 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FISMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.54 | -49.02 | 2.48 | | 2007 | | | 13.21 | 12.03 | 1.18 | | 2006 | | | 14.22 | 26.79 | -12.57 | | 2005 | | | 29.47 | 24.86 | 4.61 | | 2004 | | | 29.43 | 24.38 | 5.05 | | 2003 | | | 80.25 | 54.17 | 26.08 | | 2002 | | | N/A | -15.43 | N/A | | 2001 | | | N/A | -24.44 | N/A | | 2000 | | | N/A | -15.12 | N/A | | 1999 | | | N/A | 83.28 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FISMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.20 | 35.17 | 18.28 | N/A | | 2008 | -7.88 | 1.55 | -25.82 | -22.96 | | 2007 | 5.98 | 11.81 | -0.64 | -3.84 | | 2006 | 13.31 | -5.27 | -2.56 | 9.20 | | 2005 | 5.67 | 0.89 | 14.02 | 6.50 | | 2004 | 11.62 | 0.10 | -1.34 | 17.42 | | 2003 | -0.19 | 26.02 | 23.06 | 16.45 | | 2002 | N/A | N/A | N/A | 10.45 | | 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 | 65 | 130 | 50.00 | | 1-Month | 113 | 133 | 84.96 | | 3-Month | 103 | 133 | 77.44 | | 6-Month | 89 | 133 | 66.92 | | 1-Year | 55 | 129 | 42.64 | | 3-Year | 31 | 103 | 30.10 | | 5-Year | 36 | 78 | 46.15 |
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0.49% Nasdaq 0.00%
Performance
