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| Morningstar Return Rating: | Average | | Year to Date Return: | 42.90% | | 5-Year Average Return: | 8.80% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 11.52% | |
Worst 1-Yr Total Return (2008): | -18.37% | |
Best 3-Yr Total Return (2004-6): | 10.79% | |
Worst 3-Yr Total Return (2006-8): | -1.92% |
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| 1-Year: | 23.90% | | 3-Year: | 7.76% | | 5-Year: | 9.33% | | 10-Year: | 12.43% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FMKCX | Category | Diff | Index* | Diff | | Year To Date | 42.90 | 32.12 | 10.78 | 7.61 | 35.29 | | 1-Month | 0.42 | 1.44 | -1.02 | 1.29 | -0.87 | | 3-Month | 6.94 | 6.67 | 0.27 | 2.86 | 4.08 | | 1-Year | 53.71 | 41.79 | 11.92 | 11.63 | 42.08 | | 3-Year | 7.08 | 5.50 | 1.58 | 6.40 | 0.68 | | 5-Year | 8.80 | 7.74 | 1.06 | 5.49 | 3.31 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.90 | 33.40 | 8.5 | 7.06 | 34.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.76 | 2.19 | 6.57 | 7.94 | 0.82 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FMKCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -18.37 | -17.64 | -0.73 | | 2007 | | | 4.41 | 5.36 | -0.95 | | 2006 | | | 10.68 | 10.99 | -0.31 | | 2005 | | | 10.16 | 11.50 | -1.34 | | 2004 | | | 11.52 | 12.31 | -0.79 | | 2003 | | | 29.18 | 30.83 | -1.65 | | 2002 | | | 10.90 | 12.69 | -1.79 | | 2001 | | | 5.43 | 12.83 | -7.40 | | 2000 | | | 12.84 | 12.68 | 0.16 | | 1999 | | | 35.31 | 29.58 | 5.73 |
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| PAST QUARTERLY RETURNS (%) FOR
FMKCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.17 | 17.78 | 13.35 | N/A | | 2008 | -0.17 | -0.15 | -7.05 | -11.88 | | 2007 | 1.80 | -1.07 | 1.93 | 1.70 | | 2006 | 3.32 | -2.25 | 5.82 | 3.57 | | 2005 | -1.51 | 6.26 | 3.79 | 1.41 | | 2004 | 2.94 | -6.15 | 8.88 | 6.02 | | 2003 | 7.73 | 11.55 | 1.53 | 5.87 | | 2002 | 7.19 | -5.64 | -2.81 | 12.80 | | 2001 | 1.44 | 4.92 | -5.11 | 4.40 | | 2000 | 8.95 | -0.93 | 4.04 | 0.48 | | 1999 | N/A | N/A | N/A | 15.32 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 16 | 112 | 14.29 | | 1-Month | 66 | 113 | 58.41 | | 3-Month | 81 | 113 | 71.68 | | 6-Month | 19 | 112 | 16.96 | | 1-Year | 12 | 108 | 11.11 | | 3-Year | 13 | 73 | 17.81 | | 5-Year | 15 | 53 | 28.30 |
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