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| Morningstar Return Rating: | Below average | | Year to Date Return: | 10.60% | | 5-Year Average Return: | 3.81% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.86% | |
Worst 1-Yr Total Return (2007): | -0.42% | |
Best 3-Yr Total Return (2004-6): | 3.93% | |
Worst 3-Yr Total Return (2006-8): | 1.89% |
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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 | FMSFX | Category | Diff | Index* | Diff | | Year To Date | 10.60 | 14.86 | -4.26 | 7.61 | 2.99 | | 1-Month | 1.35 | 1.13 | 0.22 | 1.29 | 0.06 | | 3-Month | 3.57 | 3.76 | -0.19 | 2.86 | 0.71 | | 1-Year | 12.15 | 18.84 | -6.69 | 11.63 | 0.52 | | 3-Year | 3.62 | 4.58 | -0.96 | 6.40 | -2.78 | | 5-Year | 3.81 | 4.20 | -0.39 | 5.49 | -1.68 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 7.28 | 13.91 | -6.63 | 7.06 | 0.22 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.11 | 6.57 | 1.54 | 7.94 | 0.17 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FMSFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 1.29 | -4.70 | 5.99 | | 2007 | | | -0.42 | 4.70 | -5.12 | | 2006 | | | 4.86 | 4.15 | 0.71 | | 2005 | | | 2.48 | 1.80 | 0.68 | | 2004 | | | 4.45 | 3.91 | 0.54 | | 2003 | | | 3.55 | 5.10 | -1.55 | | 2002 | | | 9.12 | 8.04 | 1.08 | | 2001 | | | 7.56 | 7.64 | -0.08 | | 2000 | | | 11.28 | 9.44 | 1.84 | | 1999 | | | 1.89 | -1.35 | 3.24 |
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| PAST QUARTERLY RETURNS (%) FOR
FMSFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.61 | 2.62 | 3.40 | N/A | | 2008 | -0.61 | -0.04 | 0.87 | 1.08 | | 2007 | 1.09 | -1.46 | 0.47 | -0.50 | | 2006 | -0.12 | 0.00 | 3.50 | 1.44 | | 2005 | -0.27 | 2.31 | -0.13 | 0.57 | | 2004 | 1.89 | -1.07 | 2.53 | 1.07 | | 2003 | 1.04 | 0.97 | 0.92 | 0.58 | | 2002 | 1.19 | 3.41 | 2.58 | 1.66 | | 2001 | 2.48 | 0.81 | 4.02 | 0.08 | | 2000 | 1.84 | 1.96 | 3.15 | 3.89 | | 1999 | N/A | N/A | N/A | 0.30 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 788 | 1126 | 69.98 | | 1-Month | 607 | 1168 | 51.97 | | 3-Month | 393 | 1158 | 33.94 | | 6-Month | 889 | 1140 | 77.98 | | 1-Year | 726 | 1120 | 64.82 | | 3-Year | 613 | 970 | 63.20 | | 5-Year | 488 | 854 | 57.14 |
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0.51% Nasdaq 
0.01 (0.10%) 
Performance
