|
| Morningstar Return Rating: | Average | | Year to Date Return: | 5.63% | | 5-Year Average Return: | 4.98% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 6.64% | |
Worst 1-Yr Total Return (2005): | 1.78% | |
Best 3-Yr Total Return (2006-8): | 5.75% | |
Worst 3-Yr Total Return (2004-6): | 3.55% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FITSX | Category | Diff | Index* | Diff | | Year To Date | 5.63 | 5.18 | 0.45 | 6.24 | -0.61 | | 1-Month | 0.55 | 0.57 | -0.02 | 0.49 | 0.06 | | 3-Month | 2.04 | 2.42 | -0.38 | 2.60 | -0.56 | | 1-Year | 11.31 | 10.54 | 0.77 | 13.79 | -2.48 | | 3-Year | 6.31 | 5.52 | 0.79 | 6.35 | -0.04 | | 5-Year | 4.98 | 4.28 | 0.7 | 5.05 | -0.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.22 | 4.85 | -0.63 | 7.06 | -2.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.63 | 7.28 | 1.35 | 7.94 | 0.69 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FITSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 6.64 | 4.76 | 1.88 | | 2007 | | | 5.88 | 6.09 | -0.21 | | 2006 | | | 4.73 | 3.47 | 1.26 | | 2005 | | | 1.78 | 1.91 | -0.13 | | 2004 | | | 4.16 | 3.01 | 1.15 | | 2003 | | | 2.70 | 1.90 | 0.80 | | 2002 | | | 8.24 | 9.23 | -0.99 | | 2001 | | | 7.80 | 6.81 | 0.99 | | 2000 | | | 10.19 | 10.86 | -0.67 | | 1999 | | | 1.27 | -1.35 | 2.62 |
|
| PAST QUARTERLY RETURNS (%) FOR
FITSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.32 | 0.42 | 2.24 | N/A | | 2008 | 2.04 | -0.59 | 1.53 | 3.54 | | 2007 | 1.45 | -0.92 | 2.41 | 2.85 | | 2006 | -0.21 | -0.17 | 3.61 | 1.46 | | 2005 | -0.34 | 1.98 | -0.22 | 0.37 | | 2004 | 1.76 | -1.15 | 2.45 | 1.07 | | 2003 | 0.93 | 0.64 | 0.29 | 0.81 | | 2002 | 0.90 | 3.18 | 2.81 | 1.13 | | 2001 | 2.64 | 0.75 | 4.30 | -0.05 | | 2000 | 1.23 | 1.84 | 3.23 | 3.54 | | 1999 | N/A | N/A | N/A | 0.14 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 132 | 367 | 35.97 | | 1-Month | 93 | 374 | 24.87 | | 3-Month | 130 | 374 | 34.76 | | 6-Month | 182 | 373 | 48.79 | | 1-Year | 82 | 357 | 22.97 | | 3-Year | 90 | 345 | 26.09 | | 5-Year | 67 | 318 | 21.07 |
|
|
|
|
|
1.23% Nasdaq 0.00%
0.02 (0.19%) 
Performance
