|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 34.70% | | 5-Year Average Return: | 2.46% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 16.25% | |
Worst 1-Yr Total Return (2008): | -37.84% | |
Best 3-Yr Total Return (2004-6): | 10.92% | |
Worst 3-Yr Total Return (2006-8): | -11.52% |
|
| 1-Year: | -7.14% | | 3-Year: | -3.26% | | 5-Year: | 1.93% | | 10-Year: | 8.36% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FPPFX | Category | Diff | Index* | Diff | | Year To Date | 34.70 | 25.80 | 8.9 | 17.05 | 17.65 | | 1-Month | -2.36 | -4.37 | 2.01 | -1.86 | -0.5 | | 3-Month | 3.68 | 4.09 | -0.41 | 5.48 | -1.8 | | 1-Year | 22.15 | 16.23 | 5.92 | 9.80 | 12.35 | | 3-Year | -2.87 | -5.36 | 2.49 | -7.02 | 4.15 | | 5-Year | 2.46 | 1.68 | 0.78 | 0.33 | 2.13 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.66 | 47.87 | 8.79 | 45.76 | 10.9 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.53 | -19.87 | 6.34 | -18.25 | 4.72 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FPPFX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.84 | -43.77 | 5.93 | | 2007 | | | 7.10 | 15.09 | -7.99 | | 2006 | | | 4.06 | 9.00 | -4.94 | | 2005 | | | 12.81 | 9.84 | 2.97 | | 2004 | | | 16.25 | 13.23 | 3.02 | | 2003 | | | 37.89 | 35.96 | 1.93 | | 2002 | | | -10.59 | -27.24 | 16.65 | | 2001 | | | 22.73 | -19.98 | 42.71 | | 2000 | | | 10.16 | -4.78 | 14.94 | | 1999 | | | 25.31 | 60.49 | -35.18 |
|
| PAST QUARTERLY RETURNS (%) FOR
FPPFX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.10 | 22.16 | 15.35 | N/A | | 2008 | -8.79 | 0.10 | -4.18 | -28.95 | | 2007 | 0.69 | 10.26 | -4.29 | 0.78 | | 2006 | 6.51 | -5.38 | -0.79 | 4.07 | | 2005 | 1.77 | 0.92 | 5.70 | 3.92 | | 2004 | 3.81 | 3.38 | 0.55 | 7.73 | | 2003 | -7.25 | 23.24 | 9.69 | 9.98 | | 2002 | 5.92 | -8.28 | -12.11 | 4.72 | | 2001 | -4.76 | 21.52 | -13.40 | 22.45 | | 2000 | 7.04 | -7.90 | 2.97 | 8.52 | | 1999 | N/A | N/A | N/A | 12.80 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 178 | 848 | 20.99 | | 1-Month | 297 | 901 | 32.96 | | 3-Month | 538 | 898 | 59.91 | | 6-Month | 225 | 868 | 25.92 | | 1-Year | 162 | 847 | 19.13 | | 3-Year | 169 | 749 | 22.56 | | 5-Year | 234 | 636 | 36.79 |
|
|
|
|
|
1.22% Nasdaq 
0.06 (0.21%) 
Performance
