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| Morningstar Return Rating: | Average | | Year to Date Return: | 22.21% | | 5-Year Average Return: | 2.58% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 21.60% | |
Worst 1-Yr Total Return (2008): | -33.20% | |
Best 3-Yr Total Return (2004-6): | 12.28% | |
Worst 3-Yr Total Return (2006-8): | -4.89% |
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| 1-Year: | -10.72% | | 3-Year: | -3.21% | | 5-Year: | 4.02% | | 10-Year: | 1.01% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FISSX | Category | Diff | Index* | Diff | | Year To Date | 22.21 | 22.72 | -0.51 | 24.07 | -1.86 | | 1-Month | 2.20 | 3.14 | -0.94 | 6.00 | -3.8 | | 3-Month | 2.72 | 3.09 | -0.37 | 7.91 | -5.19 | | 1-Year | 25.01 | 29.36 | -4.35 | 25.39 | -0.38 | | 3-Year | -4.42 | -8.14 | 3.72 | -5.79 | 1.37 | | 5-Year | 2.58 | -0.30 | 2.88 | 0.71 | 1.87 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.75 | 57.49 | -14.74 | 45.76 | -3.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.19 | -19.40 | 3.21 | -18.25 | 2.06 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FISSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.20 | -36.56 | 3.36 | | 2007 | | | 5.92 | -1.10 | 7.02 | | 2006 | | | 21.60 | 15.03 | 6.57 | | 2005 | | | 4.09 | 6.75 | -2.66 | | 2004 | | | 11.84 | 18.94 | -7.10 | | 2003 | | | 38.04 | 43.41 | -5.37 | | 2002 | | | -27.72 | -16.22 | -11.50 | | 2001 | | | -22.36 | 8.92 | -31.28 | | 2000 | | | -0.74 | 11.89 | -12.63 | | 1999 | | | 27.45 | 19.95 | 7.50 |
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| PAST QUARTERLY RETURNS (%) FOR
FISSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.29 | 16.75 | 14.78 | N/A | | 2008 | -10.00 | 0.68 | -3.31 | -23.76 | | 2007 | 3.06 | 6.58 | -3.27 | -0.32 | | 2006 | 11.79 | -3.65 | 3.15 | 9.45 | | 2005 | -3.89 | 3.40 | 5.14 | -0.39 | | 2004 | 4.17 | -1.70 | -5.97 | 16.15 | | 2003 | -5.84 | 19.53 | 9.61 | 11.90 | | 2002 | -3.14 | -9.36 | -17.74 | 0.08 | | 2001 | -27.55 | 22.80 | -24.54 | 15.63 | | 2000 | 14.19 | -6.16 | 8.86 | -14.90 | | 1999 | N/A | N/A | N/A | 22.65 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 282 | 657 | 42.92 | | 1-Month | 475 | 679 | 69.96 | | 3-Month | 174 | 671 | 25.93 | | 6-Month | 537 | 663 | 81.00 | | 1-Year | 333 | 646 | 51.55 | | 3-Year | 96 | 573 | 16.75 | | 5-Year | 87 | 475 | 18.32 |
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0.03% Nasdaq 
Performance
