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| Morningstar Return Rating: | Average | | Year to Date Return: | 0.46% | | 5-Year Average Return: | -6.69% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 13.85% | |
Worst 1-Yr Total Return (2008): | -26.01% | |
Best 3-Yr Total Return (2004-6): | 9.08% | |
Worst 3-Yr Total Return (2006-8): | -12.27% |
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| 1-Year: | -15.57% | | 3-Year: | -13.00% | | 5-Year: | -5.10% | | 10-Year: | 1.64% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FRBCX | Category | Diff | Index* | Diff | | Year To Date | 0.46 | 20.35 | -19.89 | 17.05 | -16.59 | | 1-Month | -5.47 | -4.96 | -0.51 | -1.86 | -3.61 | | 3-Month | 2.07 | 5.78 | -3.71 | 5.48 | -3.41 | | 1-Year | -13.59 | 6.97 | -20.56 | 9.80 | -23.39 | | 3-Year | -14.78 | -15.39 | 0.61 | -7.02 | -7.76 | | 5-Year | -6.69 | -5.49 | -1.2 | 0.33 | -7.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.76 | 76.37 | -21.61 | 45.76 | 9 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.71 | -13.57 | 4.86 | -18.25 | 9.54 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FRBCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.01 | -43.91 | 17.90 | | 2007 | | | -19.84 | -11.64 | -8.20 | | 2006 | | | 13.85 | 16.90 | -3.05 | | 2005 | | | 0.38 | 6.74 | -6.36 | | 2004 | | | 13.58 | 14.02 | -0.44 | | 2003 | | | 27.53 | 33.56 | -6.03 | | 2002 | | | -3.59 | -10.28 | 6.69 | | 2001 | | | 1.57 | -2.05 | 3.62 | | 2000 | | | 20.99 | 27.74 | -6.75 | | 1999 | | | N/A | -1.79 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FRBCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -22.88 | 16.63 | 18.15 | N/A | | 2008 | -6.86 | -20.23 | 24.31 | -19.89 | | 2007 | -1.89 | -0.92 | -4.06 | -14.04 | | 2006 | 4.42 | 0.97 | 3.34 | 4.48 | | 2005 | -6.14 | 2.89 | -1.43 | 5.45 | | 2004 | 2.26 | 0.74 | 3.21 | 6.84 | | 2003 | -4.38 | 13.65 | 4.05 | 12.79 | | 2002 | 7.50 | -0.25 | -11.18 | 1.23 | | 2001 | -3.15 | 8.03 | -5.26 | 2.45 | | 2000 | -6.20 | -5.90 | 20.39 | 13.86 | | 1999 | N/A | N/A | N/A | -4.80 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 114 | 129 | 88.37 | | 1-Month | 91 | 129 | 70.54 | | 3-Month | 118 | 129 | 91.47 | | 6-Month | 101 | 129 | 78.29 | | 1-Year | 86 | 122 | 70.49 | | 3-Year | 43 | 107 | 40.19 | | 5-Year | 48 | 101 | 47.52 |
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0.22% Nasdaq 
Performance
