|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 15.84% | | 5-Year Average Return: | 3.35% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 4.91% | |
Worst 1-Yr Total Return (2008): | -9.39% | |
Best 3-Yr Total Return (2004-6): | 4.71% | |
Worst 3-Yr Total Return (2006-8): | -1.13% |
|
| 1-Year: | 12.87% | | 3-Year: | 3.47% | | 5-Year: | 4.13% | | 10-Year: | 4.79% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FRCTX | Category | Diff | Index* | Diff | | Year To Date | 15.84 | 16.73 | -0.89 | 11.61 | 4.23 | | 1-Month | -2.73 | -2.81 | 0.08 | -2.10 | -0.63 | | 3-Month | 6.78 | 6.10 | 0.68 | 3.15 | 3.63 | | 1-Year | 14.17 | 13.66 | 0.51 | 13.60 | 0.57 | | 3-Year | 2.36 | 1.59 | 0.77 | 4.17 | -1.81 | | 5-Year | 3.35 | 2.76 | 0.59 | 4.15 | -0.8 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 13.99 | 13.15 | 0.84 | 9.40 | 4.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.01 | 0.71 | -0.7 | 5.67 | -5.66 |
|
| | * Index means [
BarCap Municipal TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FRCTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -9.39 | -11.05 | 1.66 | | 2007 | | | 1.72 | 0.71 | 1.01 | | 2006 | | | 4.86 | 4.58 | 0.28 | | 2005 | | | 4.37 | 3.93 | 0.44 | | 2004 | | | 4.91 | 4.37 | 0.54 | | 2003 | | | 4.18 | 4.27 | -0.09 | | 2002 | | | 6.18 | 8.03 | -1.85 | | 2001 | | | 4.62 | 3.84 | 0.78 | | 2000 | | | 12.02 | 12.79 | -0.77 | | 1999 | | | -4.81 | -4.60 | -0.21 |
|
| PAST QUARTERLY RETURNS (%) FOR
FRCTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 3.91 | 3.37 | 10.87 | N/A | | 2008 | -1.81 | 1.16 | -4.60 | -4.38 | | 2007 | 0.98 | -0.53 | 0.99 | 0.28 | | 2006 | 0.43 | 0.33 | 3.11 | 0.92 | | 2005 | 0.73 | 3.13 | -0.09 | 0.56 | | 2004 | 2.03 | -2.81 | 3.78 | 1.94 | | 2003 | 0.79 | 2.45 | -1.28 | 2.20 | | 2002 | -0.41 | 3.01 | 4.35 | -0.82 | | 2001 | 1.86 | -0.10 | 3.54 | -0.70 | | 2000 | 3.37 | 1.25 | 3.12 | 3.79 | | 1999 | N/A | N/A | N/A | -2.28 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 67 | 164 | 40.85 | | 1-Month | 82 | 164 | 50.00 | | 3-Month | 36 | 164 | 21.95 | | 6-Month | 44 | 164 | 26.83 | | 1-Year | 38 | 163 | 23.31 | | 3-Year | 50 | 152 | 32.89 | | 5-Year | 26 | 141 | 18.44 |
|
|
|
|
|