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| Morningstar Return Rating: | Above average | | Year to Date Return: | 33.42% | | 5-Year Average Return: | 3.17% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 22.24% | |
Worst 1-Yr Total Return (2008): | -36.17% | |
Best 3-Yr Total Return (2004-6): | 16.08% | |
Worst 3-Yr Total Return (2006-8): | -8.13% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FLPSX | Category | Diff | Index* | Diff | | Year To Date | 33.42 | 30.74 | 2.68 | 24.07 | 9.35 | | 1-Month | 3.86 | 4.28 | -0.42 | 6.00 | -2.14 | | 3-Month | 4.81 | 5.45 | -0.64 | 7.91 | -3.1 | | 1-Year | 44.91 | 36.41 | 8.5 | 25.39 | 19.52 | | 3-Year | -3.65 | -6.04 | 2.39 | -5.79 | 2.14 | | 5-Year | 3.17 | 0.99 | 2.18 | 0.71 | 2.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.54 | 54.55 | 0.99 | 45.76 | 9.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.05 | -16.09 | 5.04 | -18.25 | 7.2 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FLPSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.17 | -39.18 | 3.01 | | 2007 | | | 3.16 | 4.85 | -1.69 | | 2006 | | | 17.76 | 14.03 | 3.73 | | 2005 | | | 8.65 | 9.25 | -0.60 | | 2004 | | | 22.24 | 16.30 | 5.94 | | 2003 | | | 40.85 | 36.28 | 4.57 | | 2002 | | | -6.18 | -16.55 | 10.37 | | 2001 | | | 26.71 | -3.12 | 29.83 | | 2000 | | | 18.83 | 6.36 | 12.47 | | 1999 | | | 5.08 | 20.92 | -15.84 |
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| PAST QUARTERLY RETURNS (%) FOR
FLPSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.87 | 21.60 | 18.01 | N/A | | 2008 | -7.63 | -0.74 | -12.17 | -20.73 | | 2007 | 2.60 | 6.34 | -2.57 | -2.94 | | 2006 | 8.62 | -3.27 | 2.09 | 9.78 | | 2005 | -0.97 | 3.11 | 4.49 | 1.83 | | 2004 | 5.86 | 1.24 | 0.20 | 13.83 | | 2003 | -6.04 | 21.31 | 8.50 | 13.88 | | 2002 | 6.97 | -0.27 | -16.98 | 5.93 | | 2001 | 3.94 | 12.90 | -7.30 | 16.48 | | 2000 | 4.46 | 0.89 | 6.64 | 5.73 | | 1999 | N/A | N/A | N/A | 5.78 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 130 | 450 | 28.89 | | 1-Month | 416 | 479 | 86.85 | | 3-Month | 238 | 476 | 50.00 | | 6-Month | 207 | 472 | 43.86 | | 1-Year | 128 | 450 | 28.44 | | 3-Year | 92 | 367 | 25.07 | | 5-Year | 44 | 293 | 15.02 |
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0.49% Nasdaq 
Performance
