|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 27.05% | | 5-Year Average Return: | -0.88% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.30% | |
Worst 1-Yr Total Return (2008): | -41.64% | |
Best 3-Yr Total Return (2004-6): | 8.99% | |
Worst 3-Yr Total Return (2006-8): | -12.43% |
|
| 1-Year: | -6.35% | | 3-Year: | -7.40% | | 5-Year: | -0.31% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FLYCX | Category | Diff | Index* | Diff | | Year To Date | 27.05 | 25.10 | 1.95 | 24.07 | 2.98 | | 1-Month | 6.24 | 5.28 | 0.96 | 6.00 | 0.24 | | 3-Month | 7.37 | 7.01 | 0.36 | 7.91 | -0.54 | | 1-Year | 27.20 | 28.01 | -0.81 | 25.39 | 1.81 | | 3-Year | -7.99 | -5.87 | -2.12 | -5.79 | -2.2 | | 5-Year | -0.88 | 0.64 | -1.52 | 0.71 | -1.59 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.74 | 46.08 | -1.34 | 45.76 | -1.02 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.99 | -17.41 | -3.58 | -18.25 | -2.74 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FLYCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.64 | -37.79 | -3.85 | | 2007 | | | 4.33 | 6.16 | -1.83 | | 2006 | | | 10.30 | 14.17 | -3.87 | | 2005 | | | 8.18 | 5.88 | 2.30 | | 2004 | | | 8.50 | 10.02 | -1.52 | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
FLYCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.71 | 14.11 | 17.29 | N/A | | 2008 | -10.69 | -0.08 | -14.62 | -23.41 | | 2007 | -0.60 | 7.65 | 1.55 | -3.99 | | 2006 | 2.73 | -3.63 | 5.51 | 5.60 | | 2005 | 0.15 | 1.86 | 4.45 | 1.53 | | 2004 | 0.50 | 1.46 | -3.02 | 9.72 | | 2003 | N/A | 13.01 | 2.70 | 11.22 | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 586 | 2021 | 29.00 | | 1-Month | 1056 | 2113 | 49.98 | | 3-Month | 961 | 2091 | 45.96 | | 6-Month | 288 | 2064 | 13.95 | | 1-Year | 637 | 2011 | 31.68 | | 3-Year | 1240 | 1707 | 72.64 | | 5-Year | 978 | 1360 | 71.91 |
|
|
|
|
|
0.63% Nasdaq 
0.03%
Performance
