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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.00% | | 5-Year Average Return: | 1.16% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 19.78% | |
Worst 1-Yr Total Return (2008): | -29.09% | |
Best 3-Yr Total Return (2004-6): | 13.33% | |
Worst 3-Yr Total Return (2006-8): | -5.67% |
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| 1-Year: | -13.11% | | 3-Year: | -7.07% | | 5-Year: | 0.41% | | 10-Year: | -0.49% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FIUTX | Category | Diff | Index* | Diff | | Year To Date | 12.00 | 15.79 | -3.79 | 17.05 | -5.05 | | 1-Month | -1.16 | -2.21 | 1.05 | -1.86 | 0.7 | | 3-Month | 5.17 | 5.62 | -0.45 | 5.48 | -0.31 | | 1-Year | 6.68 | 9.52 | -2.84 | 9.80 | -3.12 | | 3-Year | -6.63 | -8.36 | 1.73 | -7.02 | 0.39 | | 5-Year | 1.16 | 0.18 | 0.98 | 0.33 | 0.83 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.88 | 46.84 | -7.96 | 45.76 | -6.88 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.33 | -16.40 | 0.07 | -18.25 | 1.92 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FIUTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.09 | -37.09 | 8.00 | | 2007 | | | -1.17 | 1.42 | -2.59 | | 2006 | | | 19.78 | 18.15 | 1.63 | | 2005 | | | 5.56 | 5.95 | -0.39 | | 2004 | | | 15.13 | 12.97 | 2.16 | | 2003 | | | 25.25 | 28.44 | -3.19 | | 2002 | | | -21.39 | -18.69 | -2.70 | | 2001 | | | -19.88 | -4.99 | -14.89 | | 2000 | | | -1.22 | 7.87 | -9.09 | | 1999 | | | 15.70 | 6.72 | 8.98 |
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| PAST QUARTERLY RETURNS (%) FOR
FIUTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.92 | 13.24 | 13.63 | N/A | | 2008 | -7.69 | -2.85 | -2.80 | -18.65 | | 2007 | 1.33 | 5.07 | -2.45 | -4.84 | | 2006 | 7.04 | -0.14 | 4.51 | 7.23 | | 2005 | 1.20 | 0.73 | 2.16 | 1.36 | | 2004 | 3.67 | 2.51 | 0.45 | 7.85 | | 2003 | -5.05 | 14.33 | 2.16 | 12.95 | | 2002 | -0.64 | -11.83 | -16.41 | 7.35 | | 2001 | -6.80 | -2.37 | -12.47 | 0.59 | | 2000 | 14.77 | -9.71 | 1.20 | -5.81 | | 1999 | N/A | N/A | N/A | 12.12 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 947 | 1335 | 70.94 | | 1-Month | 441 | 1379 | 31.98 | | 3-Month | 642 | 1368 | 46.93 | | 6-Month | 1117 | 1346 | 82.99 | | 1-Year | 812 | 1318 | 61.61 | | 3-Year | 262 | 1124 | 23.31 | | 5-Year | 238 | 934 | 25.48 |
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0.83% Nasdaq 0.00%
Performance
