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| Morningstar Return Rating: | Average | | Year to Date Return: | 28.50% | | 5-Year Average Return: | 0.36% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 11.32% | |
Worst 1-Yr Total Return (2008): | -45.60% | |
Best 3-Yr Total Return (2005-7): | 9.92% | |
Worst 3-Yr Total Return (2006-8): | -13.42% |
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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 | FMCIX | Category | Diff | Index* | Diff | | Year To Date | 28.50 | 25.80 | 2.7 | 17.05 | 11.45 | | 1-Month | -4.63 | -4.37 | -0.26 | -1.86 | -2.77 | | 3-Month | 3.81 | 4.09 | -0.28 | 5.48 | -1.67 | | 1-Year | 17.86 | 16.23 | 1.63 | 9.80 | 8.06 | | 3-Year | -7.99 | -5.36 | -2.63 | -7.02 | -0.97 | | 5-Year | 0.36 | 1.68 | -1.32 | 0.33 | 0.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.19 | 47.87 | 2.32 | 45.76 | 4.43 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.10 | -19.87 | -2.23 | -18.25 | -3.85 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FMCIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.60 | -43.77 | -1.83 | | 2007 | | | 8.42 | 15.09 | -6.67 | | 2006 | | | 10.03 | 9.00 | 1.03 | | 2005 | | | 11.32 | 9.84 | 1.48 | | 2004 | | | 8.32 | 13.23 | -4.91 | | 2003 | | | 37.51 | 35.96 | 1.55 | | 2002 | | | -30.43 | -27.24 | -3.19 | | 2001 | | | -6.28 | -19.98 | 13.70 | | 2000 | | | 6.93 | -4.78 | 11.71 | | 1999 | | | 17.06 | 60.49 | -43.43 |
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| PAST QUARTERLY RETURNS (%) FOR
FMCIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.70 | 18.89 | 16.47 | N/A | | 2008 | -10.15 | 2.29 | -18.01 | -27.81 | | 2007 | 5.92 | 6.89 | 0.06 | -4.30 | | 2006 | 12.13 | -5.63 | -0.81 | 4.83 | | 2005 | -3.43 | 6.62 | 5.49 | 2.49 | | 2004 | 2.77 | -0.57 | -5.85 | 12.59 | | 2003 | -2.61 | 19.05 | 5.28 | 12.65 | | 2002 | -2.30 | -18.43 | -18.04 | 6.52 | | 2001 | -16.92 | 18.69 | -22.69 | 22.93 | | 2000 | 13.20 | -3.59 | 8.26 | -9.50 | | 1999 | N/A | N/A | N/A | 23.15 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 373 | 848 | 43.99 | | 1-Month | 513 | 901 | 56.94 | | 3-Month | 404 | 898 | 44.99 | | 6-Month | 329 | 868 | 37.90 | | 1-Year | 289 | 847 | 34.12 | | 3-Year | 479 | 749 | 63.95 | | 5-Year | 376 | 636 | 59.12 |
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