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| Morningstar Return Rating: | Above average | | Year to Date Return: | 22.37% | | 5-Year Average Return: | 2.40% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 19.94% | |
Worst 1-Yr Total Return (2008): | -30.26% | |
Best 3-Yr Total Return (2004-6): | 16.02% | |
Worst 3-Yr Total Return (2006-8): | -7.12% |
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| 1-Year: | -5.20% | | 3-Year: | -4.03% | | 5-Year: | 3.44% | | 10-Year: | 10.83% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FRMCX | Category | Diff | Index* | Diff | | Year To Date | 22.37 | 22.92 | -0.55 | 24.07 | -1.7 | | 1-Month | 0.77 | 2.83 | -2.06 | 6.00 | -5.23 | | 3-Month | 1.28 | 2.63 | -1.35 | 7.91 | -6.63 | | 1-Year | 29.13 | 29.66 | -0.53 | 25.39 | 3.74 | | 3-Year | -5.75 | -8.12 | 2.37 | -5.79 | 0.04 | | 5-Year | 2.40 | -0.18 | 2.58 | 0.71 | 1.69 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.29 | 63.44 | -9.15 | 45.76 | 8.53 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.21 | -16.13 | 4.92 | -18.25 | 7.04 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FRMCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -30.26 | -32.24 | 1.98 | | 2007 | | | -4.21 | -6.08 | 1.87 | | 2006 | | | 19.94 | 16.27 | 3.67 | | 2005 | | | 12.23 | 6.40 | 5.83 | | 2004 | | | 16.01 | 21.14 | -5.13 | | 2003 | | | 36.42 | 42.38 | -5.96 | | 2002 | | | 4.01 | -10.12 | 14.13 | | 2001 | | | 41.28 | 15.92 | 25.36 | | 2000 | | | 12.07 | 18.64 | -6.57 | | 1999 | | | -3.98 | 6.78 | -10.76 |
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| PAST QUARTERLY RETURNS (%) FOR
FRMCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.47 | 26.98 | 17.57 | N/A | | 2008 | -4.90 | -4.26 | -2.77 | -21.22 | | 2007 | 5.51 | 3.65 | -3.41 | -9.32 | | 2006 | 11.65 | -2.01 | -0.30 | 9.95 | | 2005 | 0.48 | 2.15 | 6.12 | 3.04 | | 2004 | 5.13 | 2.00 | -1.12 | 9.42 | | 2003 | -5.12 | 12.02 | 11.00 | 15.64 | | 2002 | 9.08 | 4.83 | -14.71 | 6.64 | | 2001 | 16.44 | 15.47 | -3.52 | 8.91 | | 2000 | 6.16 | 0.44 | 7.10 | -1.86 | | 1999 | N/A | N/A | N/A | -0.85 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 202 | 361 | 55.96 | | 1-Month | 357 | 380 | 93.95 | | 3-Month | 339 | 377 | 89.92 | | 6-Month | 147 | 368 | 39.95 | | 1-Year | 184 | 358 | 51.40 | | 3-Year | 89 | 293 | 30.38 | | 5-Year | 38 | 233 | 16.31 |
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0.49% Nasdaq 
Performance
