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| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.49% | | 5-Year Average Return: | 0.56% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.03% | |
Worst 1-Yr Total Return (2008): | -34.63% | |
Best 3-Yr Total Return (2005-7): | 9.72% | |
Worst 3-Yr Total Return (2006-8): | -6.16% |
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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 | FPFIX | Category | Diff | Index* | Diff | | Year To Date | 11.49 | 24.15 | -12.66 | 17.05 | -5.56 | | 1-Month | -1.10 | -2.25 | 1.15 | -1.86 | 0.76 | | 3-Month | 3.60 | 4.52 | -0.92 | 5.48 | -1.88 | | 1-Year | 3.65 | 15.35 | -11.7 | 9.80 | -6.15 | | 3-Year | -5.76 | -4.95 | -0.81 | -7.02 | 1.26 | | 5-Year | 0.56 | 0.99 | -0.43 | 0.33 | 0.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.51 | 42.81 | -9.3 | 45.76 | -12.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.97 | -17.14 | -3.83 | -18.25 | -2.72 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FPFIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.63 | -40.67 | 6.04 | | 2007 | | | 11.86 | 13.35 | -1.49 | | 2006 | | | 13.03 | 7.05 | 5.98 | | 2005 | | | 4.46 | 6.71 | -2.25 | | 2004 | | | 4.52 | 7.81 | -3.29 | | 2003 | | | 20.37 | 28.66 | -8.29 | | 2002 | | | -29.69 | -27.64 | -2.05 | | 2001 | | | -21.81 | -22.30 | 0.49 | | 2000 | | | -19.76 | -13.05 | -6.71 | | 1999 | | | 11.64 | 38.87 | -27.23 |
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| PAST QUARTERLY RETURNS (%) FOR
FPFIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.40 | 11.40 | 11.69 | N/A | | 2008 | -7.09 | -6.00 | -2.81 | -22.99 | | 2007 | 0.96 | 6.70 | 5.26 | -1.34 | | 2006 | 3.40 | -1.43 | 5.38 | 5.24 | | 2005 | -5.65 | 2.37 | 4.97 | 3.04 | | 2004 | 2.88 | 0.14 | -8.09 | 10.38 | | 2003 | -3.82 | 10.68 | 0.28 | 12.76 | | 2002 | -2.73 | -14.94 | -16.40 | 1.64 | | 2001 | -18.65 | 4.44 | -15.31 | 8.67 | | 2000 | 3.58 | -3.55 | -4.53 | -15.87 | | 1999 | N/A | N/A | N/A | 10.46 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1711 | 1802 | 94.95 | | 1-Month | 623 | 1890 | 32.96 | | 3-Month | 1318 | 1884 | 69.96 | | 6-Month | 1278 | 1827 | 69.95 | | 1-Year | 1436 | 1797 | 79.91 | | 3-Year | 825 | 1518 | 54.35 | | 5-Year | 562 | 1251 | 44.92 |
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0.22% Nasdaq 
Performance
