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| Morningstar Return Rating: | Above average | | Year to Date Return: | 42.22% | | 5-Year Average Return: | 3.78% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2005): | 16.53% | |
Worst 1-Yr Total Return (2008): | -34.79% | |
Best 3-Yr Total Return (2004-6): | 11.43% | |
Worst 3-Yr Total Return (2006-8): | -11.86% |
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| 1-Year: | -2.62% | | 3-Year: | -2.11% | | 5-Year: | 3.11% | | 10-Year: | 8.96% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FPPTX | Category | Diff | Index* | Diff | | Year To Date | 42.22 | 23.00 | 19.22 | 17.05 | 25.17 | | 1-Month | -2.20 | -3.83 | 1.63 | -1.86 | -0.34 | | 3-Month | 9.26 | 6.04 | 3.22 | 5.48 | 3.78 | | 1-Year | 28.19 | 17.86 | 10.33 | 9.80 | 18.39 | | 3-Year | -2.33 | -6.76 | 4.43 | -7.02 | 4.69 | | 5-Year | 3.78 | 1.68 | 2.1 | 0.33 | 3.45 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 67.09 | 55.15 | 11.94 | 45.76 | 21.33 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.81 | -15.15 | 1.34 | -18.25 | 4.44 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FPPTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.79 | -36.77 | 1.98 | | 2007 | | | -0.39 | 0.83 | -1.22 | | 2006 | | | 5.42 | 15.87 | -10.45 | | 2005 | | | 16.53 | 8.82 | 7.71 | | 2004 | | | 12.62 | 17.85 | -5.23 | | 2003 | | | 38.54 | 33.85 | 4.69 | | 2002 | | | -3.86 | -13.25 | 9.39 | | 2001 | | | 38.13 | 6.67 | 31.46 | | 2000 | | | -3.08 | 18.45 | -21.53 | | 1999 | | | 14.24 | 8.50 | 5.74 |
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| PAST QUARTERLY RETURNS (%) FOR
FPPTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.21 | 27.56 | 21.55 | N/A | | 2008 | 0.35 | 4.89 | -12.34 | -29.33 | | 2007 | 6.85 | 5.22 | -5.68 | -6.07 | | 2006 | 4.92 | -3.60 | -0.55 | 4.81 | | 2005 | 3.33 | 3.90 | 7.36 | 1.11 | | 2004 | 5.75 | 2.39 | -1.85 | 5.97 | | 2003 | -7.45 | 23.37 | 7.83 | 12.52 | | 2002 | 6.72 | -2.39 | -15.86 | 9.68 | | 2001 | 3.23 | 21.77 | -15.96 | 30.75 | | 2000 | 7.29 | -7.87 | 6.97 | -8.34 | | 1999 | N/A | N/A | N/A | 6.82 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 21 | 424 | 4.95 | | 1-Month | 218 | 445 | 48.99 | | 3-Month | 13 | 440 | 2.95 | | 6-Month | 43 | 433 | 9.93 | | 1-Year | 48 | 419 | 11.46 | | 3-Year | 25 | 339 | 7.37 | | 5-Year | 28 | 249 | 11.24 |
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0.09% Nasdaq 
Performance
