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| Morningstar Return Rating: | Average | | Year to Date Return: | 24.00% | | 5-Year Average Return: | 3.47% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 21.82% | |
Worst 1-Yr Total Return (2008): | -47.32% | |
Best 3-Yr Total Return (2005-7): | 20.53% | |
Worst 3-Yr Total Return (2006-8): | -8.21% |
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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 | FOSFX | Category | Diff | Index* | Diff | | Year To Date | 24.00 | 29.35 | -5.35 | 29.91 | -5.91 | | 1-Month | 3.22 | 3.83 | -0.61 | 2.00 | 1.22 | | 3-Month | 2.20 | 6.09 | -3.89 | 4.58 | -2.38 | | 1-Year | 32.66 | 38.30 | -5.64 | 37.72 | -5.06 | | 3-Year | -6.48 | -5.68 | -0.8 | -5.52 | -0.96 | | 5-Year | 3.47 | 4.12 | -0.65 | 4.13 | -0.66 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.67 | 57.56 | -2.89 | 59.35 | -4.68 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.84 | -15.07 | -2.77 | -14.95 | -2.89 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FOSFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -47.32 | -43.99 | -3.33 | | 2007 | | | 21.82 | 12.71 | 9.11 | | 2006 | | | 20.49 | 24.77 | -4.28 | | 2005 | | | 19.29 | 14.72 | 4.57 | | 2004 | | | 13.54 | 17.39 | -3.85 | | 2003 | | | 44.30 | 33.58 | 10.72 | | 2002 | | | -19.45 | -16.69 | -2.76 | | 2001 | | | -20.22 | -21.67 | 1.45 | | 2000 | | | -18.33 | -16.34 | -1.99 | | 1999 | | | 42.89 | 40.28 | 2.61 |
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| PAST QUARTERLY RETURNS (%) FOR
FOSFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.75 | 24.04 | 18.10 | N/A | | 2008 | -11.57 | -3.11 | -21.30 | -21.87 | | 2007 | 3.55 | 9.33 | 7.22 | 0.36 | | 2006 | 7.50 | -1.01 | 2.33 | 10.65 | | 2005 | -1.53 | -0.17 | 11.33 | 9.00 | | 2004 | 5.82 | -4.57 | -1.58 | 14.23 | | 2003 | -10.00 | 23.13 | 11.90 | 16.37 | | 2002 | 2.19 | -4.14 | -20.74 | 3.74 | | 2001 | -11.26 | 0.00 | -18.39 | 10.16 | | 2000 | 0.54 | -5.26 | -7.24 | -7.57 | | 1999 | N/A | N/A | N/A | 25.06 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 659 | 824 | 79.98 | | 1-Month | 770 | 847 | 90.91 | | 3-Month | 835 | 844 | 98.93 | | 6-Month | 771 | 839 | 91.90 | | 1-Year | 501 | 817 | 61.32 | | 3-Year | 322 | 612 | 52.61 | | 5-Year | 223 | 462 | 48.27 |
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