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| Morningstar Return Rating: | Average | | Year to Date Return: | 9.03% | | 5-Year Average Return: | 4.27% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.14% | |
Worst 1-Yr Total Return (2008): | 0.73% | |
Best 3-Yr Total Return (2005-7): | 3.66% | |
Worst 3-Yr Total Return (2004-6): | 2.70% |
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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 | FOINX | Category | Diff | Index* | Diff | | Year To Date | 9.03 | 14.86 | -5.83 | 7.61 | 1.42 | | 1-Month | 1.08 | 1.13 | -0.05 | 1.29 | -0.21 | | 3-Month | 3.84 | 3.76 | 0.08 | 2.86 | 0.98 | | 1-Year | 12.70 | 18.84 | -6.14 | 11.63 | 1.07 | | 3-Year | 4.97 | 4.58 | 0.39 | 6.40 | -1.43 | | 5-Year | 4.27 | 4.20 | 0.07 | 5.49 | -1.22 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.35 | 13.91 | -5.56 | 7.06 | 1.29 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.68 | 6.57 | 0.11 | 7.94 | -1.26 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FOINX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 0.73 | -4.70 | 5.43 | | 2007 | | | 6.14 | 4.70 | 1.44 | | 2006 | | | 3.45 | 4.15 | -0.70 | | 2005 | | | 1.45 | 1.80 | -0.35 | | 2004 | | | 3.21 | 3.91 | -0.70 | | 2003 | | | 2.97 | 5.10 | -2.13 | | 2002 | | | 9.36 | 8.04 | 1.32 | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FOINX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.27 | 1.75 | 4.69 | N/A | | 2008 | 0.60 | -1.38 | -1.18 | 2.74 | | 2007 | 1.43 | -0.72 | 2.67 | 2.66 | | 2006 | -0.69 | -0.20 | 3.51 | 0.83 | | 2005 | -0.62 | 2.37 | -0.81 | 0.54 | | 2004 | 2.44 | -2.79 | 2.91 | 0.71 | | 2003 | 1.18 | 1.92 | -0.10 | -0.04 | | 2002 | -0.12 | 4.17 | 4.24 | 0.83 | | 2001 | N/A | 0.12 | 4.87 | -0.21 | | 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 | 900 | 1126 | 79.93 | | 1-Month | 572 | 1168 | 48.97 | | 3-Month | 509 | 1158 | 43.96 | | 6-Month | 775 | 1140 | 67.98 | | 1-Year | 757 | 1120 | 67.59 | | 3-Year | 460 | 970 | 47.42 | | 5-Year | 423 | 854 | 49.53 |
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0.63% Nasdaq 
0.03%
Performance
