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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.19% | | 5-Year Average Return: | 1.08% | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.24% | |
Worst 1-Yr Total Return (2008): | -36.87% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | -14.45% | | 3-Year: | -7.84% | | 5-Year: | 0.88% | | 10-Year: | -0.73% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FQUAX | Category | Diff | Index* | Diff | | Year To Date | 12.19 | 15.79 | -3.6 | 17.05 | -4.86 | | 1-Month | -3.35 | -2.21 | -1.14 | -1.86 | -1.49 | | 3-Month | 3.48 | 5.62 | -2.14 | 5.48 | -2 | | 1-Year | 5.21 | 9.52 | -4.31 | 9.80 | -4.59 | | 3-Year | -8.14 | -8.36 | 0.22 | -7.02 | -1.12 | | 5-Year | 1.08 | 0.18 | 0.9 | 0.33 | 0.75 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.72 | 46.84 | -5.12 | 45.76 | -4.04 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.07 | -16.40 | -4.67 | -18.25 | -2.82 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FQUAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.87 | -37.09 | 0.22 | | 2007 | | | 5.24 | 1.42 | 3.82 | | 2006 | | | N/A | 18.15 | N/A | | 2005 | | | N/A | 5.95 | N/A | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FQUAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.19 | 14.59 | 15.36 | N/A | | 2008 | -10.61 | -0.09 | -9.61 | -21.80 | | 2007 | 3.84 | 4.33 | 1.20 | -4.01 | | 2006 | N/A | 0.44 | 5.04 | 7.68 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 894 | 1335 | 66.97 | | 1-Month | 1310 | 1379 | 95.00 | | 3-Month | 1272 | 1368 | 92.98 | | 6-Month | 1090 | 1346 | 80.98 | | 1-Year | 790 | 1318 | 59.94 | | 3-Year | 420 | 1124 | 37.37 | | 5-Year | | 934 | N/A |
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