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Monday, December 28, 2009, 5:26PM ET - U.S. Markets Closed. Dow Up 0.26% Nasdaq Up 0.24%
Wasatch-1st Source Income (FMEQX)On Dec 24: 10.02  Down 0.01 (0.10%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Above average
Year to Date Return:7.20%
5-Year Average Return:4.30%
Number of Years Up:5
Number of Years Down:0
Best 1-Yr Total Return (2007):5.61%
Worst 1-Yr Total Return (2005):1.01%
Best 3-Yr Total Return (2006-8):4.29%
Worst 3-Yr Total Return (2004-6):2.17%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnFMEQXCategoryDiffIndex*Diff
Year To Date7.209.71-2.517.61-0.41
1-Month1.150.670.481.29-0.14
3-Month2.472.200.272.86-0.39
1-Year9.7411.11-1.3711.63-1.89
3-Year5.333.581.756.40-1.07
5-Year4.303.390.915.49-1.19
Last Bull Market ( 28-Feb-09 to 30-Sep-09)5.887.66-1.787.06-1.18
Last Bear Market ( 31-Aug-08 to 31-Aug-09)6.354.292.067.94-1.59
* Index means [ BarCap US Agg Bond TR USD ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearFMEQXCategoryDiff
2009N/AN/AN/A
2008
 
3.54-4.237.77
2007
 
5.614.291.32
2006
 
3.724.05-0.33
2005
 
1.011.45-0.44
2004
 
1.811.630.18
2003
 
2.432.54-0.11
2002
 
8.665.473.19
2001
 
7.997.270.72
2000
 
9.217.591.62
1999
 
-1.212.21-3.42
PAST QUARTERLY RETURNS (%) FOR FMEQX 
Q1Q2Q3Q4
20090.782.042.58N/A
20082.48-1.05-0.642.77
20071.30-0.262.372.11
2006-0.250.092.851.00
2005-0.742.00-0.340.11
20041.83-2.202.040.19
20031.001.71-0.06-0.24
2002-0.693.804.241.13
20012.830.604.49-0.10
20001.261.472.693.50
1999N/AN/AN/A-0.23
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date28841868.90
1-Month35543481.80
3-Month24643356.81
6-Month23342454.95
1-Year23641856.46
3-Year7037718.57
5-Year8231326.20

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