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| Morningstar Return Rating: | Above average | | Year to Date Return: | 76.85% | | 5-Year Average Return: | 21.79% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2005): | 40.59% | |
Worst 1-Yr Total Return (2008): | -30.89% | |
Best 3-Yr Total Return (2005-7): | 32.48% | |
Worst 3-Yr Total Return (2006-8): | 4.56% |
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| 1-Year: | 32.91% | | 3-Year: | 13.04% | | 5-Year: | 18.28% | | 10-Year: | 15.97% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FKRCX | Category | Diff | Index* | Diff | | Year To Date | 76.85 | 62.24 | 14.61 | 0.97 | 75.88 | | 1-Month | 19.06 | 18.76 | 0.3 | 0.03 | 19.03 | | 3-Month | 31.39 | 28.53 | 2.86 | 0.09 | 31.3 | | 1-Year | 125.60 | 102.96 | 22.64 | 1.34 | 124.26 | | 3-Year | 14.68 | 10.41 | 4.27 | 3.61 | 11.07 | | 5-Year | 21.79 | 17.29 | 4.5 | 3.76 | 18.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.91 | 43.48 | 10.43 | 0.68 | 53.23 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.06 | 5.17 | 4.89 | 2.21 | 7.85 |
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| | * Index means [
ML USD LIBOR 3 Mon CM
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FKRCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.89 | -29.85 | -1.04 | | 2007 | | | 25.59 | 23.19 | 2.40 | | 2006 | | | 31.70 | 31.64 | 0.06 | | 2005 | | | 40.59 | 30.81 | 9.78 | | 2004 | | | -5.47 | -8.21 | 2.74 | | 2003 | | | 52.32 | 57.15 | -4.83 | | 2002 | | | 37.38 | 63.93 | -26.55 | | 2001 | | | 10.00 | 19.57 | -9.57 | | 2000 | | | -7.38 | -16.92 | 9.54 | | 1999 | | | 25.39 | 6.16 | 19.23 |
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| PAST QUARTERLY RETURNS (%) FOR
FKRCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 14.14 | 10.28 | 20.71 | N/A | | 2008 | 7.09 | 2.87 | -32.41 | -7.19 | | 2007 | 2.90 | 0.76 | 17.80 | 2.82 | | 2006 | 18.33 | 1.78 | -5.89 | 16.20 | | 2005 | -2.94 | 1.29 | 23.27 | 16.01 | | 2004 | -2.06 | -15.29 | 13.28 | 0.59 | | 2003 | -11.70 | 16.52 | 22.14 | 21.21 | | 2002 | 27.15 | 3.00 | -5.91 | 11.49 | | 2001 | -6.47 | 17.11 | -3.94 | 4.54 | | 2000 | -13.49 | 0.72 | -3.93 | 10.64 | | 1999 | N/A | N/A | N/A | -5.10 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 10 | 74 | 13.51 | | 1-Month | 14 | 75 | 18.67 | | 3-Month | 14 | 75 | 18.67 | | 6-Month | 13 | 75 | 17.33 | | 1-Year | 9 | 74 | 12.16 | | 3-Year | 8 | 61 | 13.11 | | 5-Year | 5 | 60 | 8.33 |
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0.49% Nasdaq 
Performance
