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| Morningstar Return Rating: | High | | Year to Date Return: | 20.92% | | 5-Year Average Return: | 4.90% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 17.52% | |
Worst 1-Yr Total Return (2008): | -26.91% | |
Best 3-Yr Total Return (2004-6): | 14.38% | |
Worst 3-Yr Total Return (2006-8): | -3.89% |
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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 | FMIHX | Category | Diff | Index* | Diff | | Year To Date | 20.92 | 18.65 | 2.27 | 17.05 | 3.87 | | 1-Month | 0.60 | -2.18 | 2.78 | -1.86 | 2.46 | | 3-Month | 6.21 | 5.08 | 1.13 | 5.48 | 0.73 | | 1-Year | 14.42 | 11.86 | 2.56 | 9.80 | 4.62 | | 3-Year | -1.95 | -6.78 | 4.83 | -7.02 | 5.07 | | 5-Year | 4.90 | 0.49 | 4.41 | 0.33 | 4.57 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.87 | 45.26 | -0.39 | 45.76 | -0.89 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.34 | -15.99 | 5.65 | -18.25 | 7.91 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FMIHX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.91 | -37.79 | 10.88 | | 2007 | | | 4.11 | 6.16 | -2.05 | | 2006 | | | 16.68 | 14.17 | 2.51 | | 2005 | | | 9.12 | 5.88 | 3.24 | | 2004 | | | 17.52 | 10.02 | 7.50 | | 2003 | | | 31.55 | 27.05 | 4.50 | | 2002 | | | -15.00 | -22.25 | 7.25 | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FMIHX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.51 | 14.85 | 14.40 | N/A | | 2008 | -5.50 | -0.76 | -4.61 | -18.29 | | 2007 | 1.84 | 6.01 | -1.34 | -2.26 | | 2006 | 4.11 | 0.36 | 5.72 | 5.63 | | 2005 | 2.37 | -1.00 | 3.59 | 3.95 | | 2004 | 4.36 | 2.09 | -0.68 | 11.07 | | 2003 | -2.35 | 15.06 | 5.03 | 11.48 | | 2002 | 2.60 | -10.23 | -13.79 | 7.05 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 644 | 2013 | 31.99 | | 1-Month | 21 | 2110 | 1.00 | | 3-Month | 459 | 2090 | 21.96 | | 6-Month | 1598 | 2049 | 77.99 | | 1-Year | 530 | 1999 | 26.51 | | 3-Year | 43 | 1694 | 2.54 | | 5-Year | 15 | 1352 | 1.11 |
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