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| Morningstar Return Rating: | Below average | | Year to Date Return: | 28.11% | | 5-Year Average Return: | -0.63% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.24% | |
Worst 1-Yr Total Return (2008): | -41.72% | |
Best 3-Yr Total Return (2004-6): | 7.87% | |
Worst 3-Yr Total Return (2006-8): | -11.16% |
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| 1-Year: | -6.56% | | 3-Year: | -6.51% | | 5-Year: | 0.00% | | 10-Year: | -3.51% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FRMDX | Category | Diff | Index* | Diff | | Year To Date | 28.11 | 31.20 | -3.09 | 24.07 | 4.04 | | 1-Month | 4.59 | 5.67 | -1.08 | 6.00 | -1.41 | | 3-Month | 8.25 | 8.18 | 0.07 | 7.91 | 0.34 | | 1-Year | 30.03 | 34.04 | -4.01 | 25.39 | 4.64 | | 3-Year | -7.15 | -3.89 | -3.26 | -5.79 | -1.36 | | 5-Year | -0.63 | 1.25 | -1.88 | 0.71 | -1.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.89 | 43.84 | -1.95 | 45.76 | -3.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.95 | -18.03 | -2.92 | -18.25 | -2.7 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FRMDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.72 | -40.67 | -1.05 | | 2007 | | | 7.21 | 13.35 | -6.14 | | 2006 | | | 12.24 | 7.05 | 5.19 | | 2005 | | | 3.68 | 6.71 | -3.03 | | 2004 | | | 7.87 | 7.81 | 0.06 | | 2003 | | | 29.34 | 28.66 | 0.68 | | 2002 | | | -26.43 | -27.64 | 1.21 | | 2001 | | | -19.76 | -22.30 | 2.54 | | 2000 | | | -19.96 | -13.05 | -6.91 | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FRMDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.21 | 14.20 | 16.02 | N/A | | 2008 | -12.41 | 0.98 | -13.26 | -24.04 | | 2007 | 0.00 | 4.81 | 3.88 | -1.53 | | 2006 | 4.56 | -4.17 | 6.42 | 5.25 | | 2005 | -3.00 | -0.44 | 3.56 | 3.68 | | 2004 | 0.23 | 1.39 | -4.10 | 10.69 | | 2003 | -0.30 | 14.11 | 2.63 | 10.77 | | 2002 | 0.88 | -16.59 | -16.49 | 4.70 | | 2001 | -15.55 | 1.26 | -12.81 | 7.62 | | 2000 | 3.81 | -8.73 | 0.83 | -16.22 | | 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 | 1090 | 1818 | 59.96 | | 1-Month | 972 | 1906 | 51.00 | | 3-Month | 875 | 1904 | 45.96 | | 6-Month | 522 | 1866 | 27.97 | | 1-Year | 1009 | 1815 | 55.59 | | 3-Year | 1144 | 1537 | 74.43 | | 5-Year | 881 | 1273 | 69.21 |
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0.03% Nasdaq 0.00%
Performance
