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| Morningstar Return Rating: | High | | Year to Date Return: | 22.79% | | 5-Year Average Return: | 5.83% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 15.47% | |
Worst 1-Yr Total Return (2008): | -21.00% | |
Best 3-Yr Total Return (2004-6): | 12.55% | |
Worst 3-Yr Total Return (2006-8): | -3.25% |
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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 | FMIRX | Category | Diff | Index* | Diff | | Year To Date | 22.79 | 31.20 | -8.41 | 24.07 | -1.28 | | 1-Month | 3.45 | 5.67 | -2.22 | 6.00 | -2.55 | | 3-Month | 8.08 | 8.18 | -0.1 | 7.91 | 0.17 | | 1-Year | 21.78 | 34.04 | -12.26 | 25.39 | -3.61 | | 3-Year | 0.78 | -3.89 | 4.67 | -5.79 | 6.57 | | 5-Year | 5.83 | 1.25 | 4.58 | 0.71 | 5.12 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 26.68 | 43.84 | -17.16 | 45.76 | -19.08 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.20 | -18.03 | 8.83 | -18.25 | 9.05 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FMIRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.00 | -40.67 | 19.67 | | 2007 | | | 4.77 | 13.35 | -8.58 | | 2006 | | | 9.43 | 7.05 | 2.38 | | 2005 | | | 15.47 | 6.71 | 8.76 | | 2004 | | | 12.85 | 7.81 | 5.04 | | 2003 | | | 32.29 | 28.66 | 3.63 | | 2002 | | | -18.13 | -27.64 | 9.51 | | 2001 | | | -18.16 | -22.30 | 4.14 | | 2000 | | | -16.28 | -13.05 | -3.23 | | 1999 | | | 25.12 | 38.87 | -13.75 |
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| PAST QUARTERLY RETURNS (%) FOR
FMIRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.46 | 9.08 | 13.41 | N/A | | 2008 | -5.41 | 3.54 | -5.39 | -14.74 | | 2007 | 3.21 | 7.38 | -1.93 | -3.60 | | 2006 | 6.82 | -3.78 | 1.08 | 5.32 | | 2005 | 0.61 | 6.93 | 3.49 | 3.72 | | 2004 | 2.69 | 1.08 | 0.84 | 7.81 | | 2003 | 0.63 | 8.52 | 7.28 | 12.92 | | 2002 | -2.58 | -5.92 | -8.99 | -1.85 | | 2001 | -11.10 | 0.07 | -5.45 | -2.70 | | 2000 | 7.01 | -4.65 | -7.10 | -11.67 | | 1999 | N/A | N/A | N/A | 22.93 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1581 | 1818 | 86.96 | | 1-Month | 1734 | 1906 | 90.98 | | 3-Month | 1218 | 1904 | 63.97 | | 6-Month | 1063 | 1866 | 56.97 | | 1-Year | 1436 | 1815 | 79.12 | | 3-Year | 93 | 1537 | 6.05 | | 5-Year | 41 | 1273 | 3.22 |
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0.51% Nasdaq 
Performance
