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| Morningstar Return Rating: | Below average | | Year to Date Return: | 26.27% | | 5-Year Average Return: | 0.86% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 16.63% | |
Worst 1-Yr Total Return (2008): | -38.30% | |
Best 3-Yr Total Return (2004-6): | 12.94% | |
Worst 3-Yr Total Return (2006-8): | -10.87% |
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| 1-Year: | -11.63% | | 3-Year: | -6.01% | | 5-Year: | 1.15% | | 10-Year: | 2.99% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FIUSX | Category | Diff | Index* | Diff | | Year To Date | 26.27 | 30.74 | -4.47 | 24.07 | 2.2 | | 1-Month | 3.52 | 4.28 | -0.76 | 6.00 | -2.48 | | 3-Month | 5.94 | 5.45 | 0.49 | 7.91 | -1.97 | | 1-Year | 32.23 | 36.41 | -4.18 | 25.39 | 6.84 | | 3-Year | -6.15 | -6.04 | -0.11 | -5.79 | -0.36 | | 5-Year | 0.86 | 0.99 | -0.13 | 0.71 | 0.15 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.07 | 54.55 | -6.48 | 45.76 | 2.31 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.91 | -16.09 | -5.82 | -18.25 | -3.66 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FIUSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.30 | -39.18 | 0.88 | | 2007 | | | 4.94 | 4.85 | 0.09 | | 2006 | | | 9.36 | 14.03 | -4.67 | | 2005 | | | 12.94 | 9.25 | 3.69 | | 2004 | | | 16.63 | 16.30 | 0.33 | | 2003 | | | 33.39 | 36.28 | -2.89 | | 2002 | | | -19.92 | -16.55 | -3.37 | | 2001 | | | -12.94 | -3.12 | -9.82 | | 2000 | | | 3.16 | 6.36 | -3.20 | | 1999 | | | 40.26 | 20.92 | 19.34 |
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| PAST QUARTERLY RETURNS (%) FOR
FIUSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.93 | 20.16 | 16.11 | N/A | | 2008 | -8.45 | 1.85 | -11.30 | -25.39 | | 2007 | 4.26 | 5.80 | -2.40 | -2.53 | | 2006 | 6.39 | -5.77 | 0.75 | 8.27 | | 2005 | 1.10 | 3.62 | 6.17 | 1.55 | | 2004 | 4.87 | 0.00 | -0.53 | 11.80 | | 2003 | -4.60 | 17.15 | 5.15 | 13.50 | | 2002 | 2.94 | -8.91 | -17.43 | 3.42 | | 2001 | -12.99 | 11.54 | -22.36 | 15.53 | | 2000 | 11.34 | -5.34 | 5.88 | -7.56 | | 1999 | N/A | N/A | N/A | 26.72 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 288 | 450 | 64.00 | | 1-Month | 138 | 479 | 28.81 | | 3-Month | 71 | 476 | 14.92 | | 6-Month | 306 | 472 | 64.83 | | 1-Year | 202 | 450 | 44.89 | | 3-Year | 167 | 367 | 45.50 | | 5-Year | 151 | 293 | 51.54 |
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0.51% Nasdaq 
Performance
