|
| Morningstar Return Rating: | Average | | Year to Date Return: | 36.96% | | 5-Year Average Return: | 0.17% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 9.23% | |
Worst 1-Yr Total Return (2008): | -40.53% | |
Best 3-Yr Total Return (2005-7): | 5.54% | |
Worst 3-Yr Total Return (2006-8): | -13.82% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FMPYX | Category | Diff | Index* | Diff | | Year To Date | 36.96 | 25.65 | 11.31 | 24.07 | 12.89 | | 1-Month | 4.25 | 3.38 | 0.87 | 6.00 | -1.75 | | 3-Month | 4.10 | 3.71 | 0.39 | 7.91 | -3.81 | | 1-Year | 45.06 | 31.83 | 13.23 | 25.39 | 19.67 | | 3-Year | -5.86 | -7.28 | 1.42 | -5.79 | -0.07 | | 5-Year | 0.17 | -0.38 | 0.55 | 0.71 | -0.54 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 65.72 | 53.06 | 12.66 | 45.76 | 19.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.25 | -19.68 | 3.43 | -18.25 | 2 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FMPYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.53 | -41.55 | 1.02 | | 2007 | | | 2.90 | 7.59 | -4.69 | | 2006 | | | 4.59 | 10.81 | -6.22 | | 2005 | | | 9.23 | 6.02 | 3.21 | | 2004 | | | 0.51 | 12.41 | -11.90 | | 2003 | | | 59.03 | 45.54 | 13.49 | | 2002 | | | -25.78 | -27.88 | 2.10 | | 2001 | | | 5.15 | -8.91 | 14.06 | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
FMPYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.23 | 27.71 | 17.61 | N/A | | 2008 | -14.36 | 4.57 | -7.35 | -28.33 | | 2007 | 3.76 | 5.62 | -2.54 | -3.66 | | 2006 | 11.87 | -10.97 | -3.14 | 8.42 | | 2005 | -1.76 | 2.34 | 6.42 | 2.09 | | 2004 | 4.07 | -4.10 | -13.14 | 15.96 | | 2003 | -7.69 | 34.02 | 11.88 | 14.91 | | 2002 | 1.31 | -16.77 | -23.09 | 14.43 | | 2001 | -7.67 | 20.49 | -25.40 | 26.69 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 86 | 786 | 10.94 | | 1-Month | 310 | 816 | 37.99 | | 3-Month | 154 | 815 | 18.90 | | 6-Month | 176 | 802 | 21.95 | | 1-Year | 63 | 781 | 8.07 | | 3-Year | 179 | 667 | 26.84 | | 5-Year | 210 | 563 | 37.30 |
|
|
|
|
|