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| Morningstar Return Rating: | Above average | | Year to Date Return: | 42.02% | | 5-Year Average Return: | 2.87% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 16.07% | |
Worst 1-Yr Total Return (2008): | -45.96% | |
Best 3-Yr Total Return (2004-6): | 13.26% | |
Worst 3-Yr Total Return (2006-8): | -12.45% |
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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 | FMCSX | Category | Diff | Index* | Diff | | Year To Date | 42.02 | 31.59 | 10.43 | 24.07 | 17.95 | | 1-Month | 6.13 | 4.49 | 1.64 | 6.00 | 0.13 | | 3-Month | 4.67 | 6.16 | -1.49 | 7.91 | -3.24 | | 1-Year | 52.47 | 35.24 | 17.23 | 25.39 | 27.08 | | 3-Year | -6.08 | -5.04 | -1.04 | -5.79 | -0.29 | | 5-Year | 2.87 | 1.47 | 1.4 | 0.71 | 2.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 65.61 | 48.99 | 16.62 | 45.76 | 19.85 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.66 | -20.53 | 2.87 | -18.25 | 0.59 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FMCSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.96 | -43.77 | -2.19 | | 2007 | | | 8.20 | 15.09 | -6.89 | | 2006 | | | 14.78 | 9.00 | 5.78 | | 2005 | | | 16.07 | 9.84 | 6.23 | | 2004 | | | 9.05 | 13.23 | -4.18 | | 2003 | | | 33.26 | 35.96 | -2.70 | | 2002 | | | -27.59 | -27.24 | -0.35 | | 2001 | | | -12.80 | -19.98 | 7.18 | | 2000 | | | 32.07 | -4.78 | 36.85 | | 1999 | | | 39.83 | 60.49 | -20.66 |
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| PAST QUARTERLY RETURNS (%) FOR
FMCSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.38 | 20.85 | 25.99 | N/A | | 2008 | -13.17 | 11.57 | -24.04 | -26.57 | | 2007 | 6.59 | 7.67 | -0.19 | -5.54 | | 2006 | 13.40 | -3.70 | 0.14 | 4.96 | | 2005 | -3.58 | 5.00 | 9.32 | 4.87 | | 2004 | 3.15 | -1.03 | -3.95 | 11.22 | | 2003 | -2.71 | 15.74 | 5.42 | 12.26 | | 2002 | -0.89 | -17.27 | -18.40 | 8.21 | | 2001 | -10.05 | 5.54 | -24.66 | 21.91 | | 2000 | 23.27 | -0.37 | 7.71 | -0.16 | | 1999 | N/A | N/A | N/A | 28.47 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 99 | 827 | 11.97 | | 1-Month | 176 | 881 | 19.98 | | 3-Month | 791 | 879 | 89.99 | | 6-Month | 43 | 862 | 4.99 | | 1-Year | 65 | 825 | 7.88 | | 3-Year | 399 | 734 | 54.36 | | 5-Year | 162 | 632 | 25.63 |
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0.49% Nasdaq 0.00%
Performance
