|
| Morningstar Return Rating: | Average | | Year to Date Return: | 21.25% | | 5-Year Average Return: | 2.48% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.68% | |
Worst 1-Yr Total Return (2008): | -24.86% | |
Best 3-Yr Total Return (2004-6): | 10.40% | |
Worst 3-Yr Total Return (2006-8): | -4.10% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FOSCX | Category | Diff | Index* | Diff | | Year To Date | 21.25 | 22.72 | -1.47 | 24.07 | -2.82 | | 1-Month | 3.27 | 3.14 | 0.13 | 6.00 | -2.73 | | 3-Month | 3.86 | 3.09 | 0.77 | 7.91 | -4.05 | | 1-Year | 22.90 | 29.36 | -6.46 | 25.39 | -2.49 | | 3-Year | -3.11 | -8.14 | 5.03 | -5.79 | 2.68 | | 5-Year | 2.48 | -0.30 | 2.78 | 0.71 | 1.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.60 | 57.49 | -1.89 | 45.76 | 9.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.84 | -19.40 | 4.56 | -18.25 | 3.41 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FOSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -24.86 | -36.56 | 11.70 | | 2007 | | | 0.61 | -1.10 | 1.71 | | 2006 | | | 16.68 | 15.03 | 1.65 | | 2005 | | | 4.62 | 6.75 | -2.13 | | 2004 | | | 10.23 | 18.94 | -8.71 | | 2003 | | | 30.11 | 43.41 | -13.30 | | 2002 | | | -6.99 | -16.22 | 9.23 | | 2001 | | | 11.41 | 8.92 | 2.49 | | 2000 | | | 23.22 | 11.89 | 11.33 | | 1999 | | | -4.94 | 19.95 | -24.89 |
|
| PAST QUARTERLY RETURNS (%) FOR
FOSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.82 | 20.80 | 21.03 | N/A | | 2008 | -3.46 | 1.97 | 0.14 | -23.77 | | 2007 | 3.18 | 3.18 | -0.12 | -5.38 | | 2006 | 9.88 | -1.37 | 0.77 | 6.83 | | 2005 | -3.63 | 1.06 | 6.13 | 1.21 | | 2004 | 3.14 | 2.80 | -4.11 | 8.42 | | 2003 | -3.79 | 13.70 | 4.60 | 13.70 | | 2002 | 6.29 | -4.34 | -14.09 | 6.48 | | 2001 | -3.69 | 11.65 | -9.78 | 14.83 | | 2000 | -1.20 | 3.86 | 11.76 | 7.44 | | 1999 | N/A | N/A | N/A | 0.43 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 302 | 657 | 45.97 | | 1-Month | 319 | 679 | 46.98 | | 3-Month | 127 | 671 | 18.93 | | 6-Month | 125 | 663 | 18.85 | | 1-Year | 373 | 646 | 57.74 | | 3-Year | 65 | 573 | 11.34 | | 5-Year | 77 | 475 | 16.21 |
|
|
|
|
|
0.51% Nasdaq 
Performance
