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| Morningstar Return Rating: | Average | | Year to Date Return: | 37.37% | | 5-Year Average Return: | 1.88% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 15.89% | |
Worst 1-Yr Total Return (2008): | -38.07% | |
Best 3-Yr Total Return (2004-6): | 10.85% | |
Worst 3-Yr Total Return (2006-8): | -11.50% |
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| 1-Year: | -7.55% | | 3-Year: | -3.53% | | 5-Year: | 1.67% | | 10-Year: | 4.40% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FPRAX | Category | Diff | Index* | Diff | | Year To Date | 37.37 | 31.59 | 5.78 | 24.07 | 13.3 | | 1-Month | 2.25 | 4.49 | -2.24 | 6.00 | -3.75 | | 3-Month | 4.91 | 6.16 | -1.25 | 7.91 | -3 | | 1-Year | 43.29 | 35.24 | 8.05 | 25.39 | 17.9 | | 3-Year | -3.09 | -5.04 | 1.95 | -5.79 | 2.7 | | 5-Year | 1.88 | 1.47 | 0.41 | 0.71 | 1.17 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.79 | 48.99 | 7.8 | 45.76 | 11.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.90 | -20.53 | 6.63 | -18.25 | 4.35 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FPRAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.07 | -43.77 | 5.70 | | 2007 | | | 6.83 | 15.09 | -8.26 | | 2006 | | | 4.76 | 9.00 | -4.24 | | 2005 | | | 12.20 | 9.84 | 2.36 | | 2004 | | | 15.89 | 13.23 | 2.66 | | 2003 | | | 41.41 | 35.96 | 5.45 | | 2002 | | | -12.37 | -27.24 | 14.87 | | 2001 | | | 21.67 | -19.98 | 41.65 | | 2000 | | | -10.96 | -4.78 | -6.18 | | 1999 | | | 1.65 | 60.49 | -58.84 |
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| PAST QUARTERLY RETURNS (%) FOR
FPRAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.37 | 22.19 | 15.38 | N/A | | 2008 | -8.85 | 0.00 | -4.15 | -29.12 | | 2007 | 0.74 | 9.94 | -4.27 | 0.76 | | 2006 | 6.35 | -5.01 | -0.32 | 4.03 | | 2005 | 1.08 | 0.99 | 5.63 | 4.06 | | 2004 | 4.58 | 3.90 | -0.38 | 7.07 | | 2003 | -8.47 | 26.48 | 9.65 | 11.40 | | 2002 | 6.91 | -9.35 | -13.62 | 4.68 | | 2001 | -2.63 | 18.10 | -12.85 | 21.40 | | 2000 | -13.28 | -9.66 | 2.51 | 10.87 | | 1999 | N/A | N/A | N/A | -2.54 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 206 | 827 | 24.91 | | 1-Month | 660 | 881 | 74.91 | | 3-Month | 632 | 879 | 71.90 | | 6-Month | 336 | 862 | 38.98 | | 1-Year | 163 | 825 | 19.76 | | 3-Year | 177 | 734 | 24.11 | | 5-Year | 213 | 632 | 33.70 |
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