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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.98% | | 5-Year Average Return: | 2.83% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.18% | |
Worst 1-Yr Total Return (2008): | -21.06% | |
Best 3-Yr Total Return (2004-6): | 7.62% | |
Worst 3-Yr Total Return (2006-8): | -3.45% |
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| 1-Year: | -3.14% | | 3-Year: | -1.93% | | 5-Year: | 1.87% | | 10-Year: | 1.89% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FITRX | Category | Diff | Index* | Diff | | Year To Date | 18.98 | 22.21 | -3.23 | N/A | N/A | | 1-Month | 3.35 | 3.58 | -0.23 | N/A | N/A | | 3-Month | 5.58 | 5.74 | -0.16 | N/A | N/A | | 1-Year | 22.32 | 26.14 | -3.82 | N/A | N/A | | 3-Year | -0.59 | -2.18 | 1.59 | N/A | N/A | | 5-Year | 2.83 | 2.20 | 0.63 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 27.59 | 33.99 | -6.4 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.68 | -9.13 | 2.45 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FITRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.06 | -28.00 | 6.94 | | 2007 | | | 3.48 | 5.99 | -2.51 | | 2006 | | | 10.18 | 11.29 | -1.11 | | 2005 | | | 4.79 | 5.13 | -0.34 | | 2004 | | | 7.97 | 8.86 | -0.89 | | 2003 | | | 20.53 | 20.35 | 0.18 | | 2002 | | | -12.34 | -12.02 | -0.32 | | 2001 | | | -10.70 | -5.05 | -5.65 | | 2000 | | | 1.59 | 1.82 | -0.23 | | 1999 | | | 13.59 | 10.71 | 2.88 |
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| PAST QUARTERLY RETURNS (%) FOR
FITRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.21 | 11.16 | 10.09 | N/A | | 2008 | -4.56 | -2.37 | -4.38 | -11.40 | | 2007 | 1.91 | 3.92 | -0.14 | -2.15 | | 2006 | 3.72 | -2.36 | 3.03 | 5.61 | | 2005 | -0.91 | 2.18 | 1.64 | 1.83 | | 2004 | 2.79 | -1.44 | 0.15 | 6.41 | | 2003 | -2.02 | 11.86 | 1.99 | 7.82 | | 2002 | 0.12 | -6.73 | -9.21 | 3.40 | | 2001 | -7.43 | 3.26 | -10.56 | 4.46 | | 2000 | 5.76 | -0.94 | 0.24 | -3.27 | | 1999 | N/A | N/A | N/A | 12.99 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 876 | 1184 | 73.99 | | 1-Month | 246 | 1233 | 19.95 | | 3-Month | 270 | 1229 | 21.97 | | 6-Month | 906 | 1208 | 75.00 | | 1-Year | 701 | 1183 | 59.26 | | 3-Year | 184 | 932 | 19.74 | | 5-Year | 233 | 784 | 29.72 |
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Performance
