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| Morningstar Return Rating: | Above average | | Year to Date Return: | 37.16% | | 5-Year Average Return: | 0.39% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 9.42% | |
Worst 1-Yr Total Return (2008): | -40.35% | |
Best 3-Yr Total Return (2005-7): | 5.77% | |
Worst 3-Yr Total Return (2006-8): | -13.59% |
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| 1-Year: | -5.38% | | 3-Year: | -4.16% | | 5-Year: | 1.55% | | 10-Year: | 8.24% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FRMPX | Category | Diff | Index* | Diff | | Year To Date | 37.16 | 25.65 | 11.51 | 24.07 | 13.09 | | 1-Month | 4.26 | 3.38 | 0.88 | 6.00 | -1.74 | | 3-Month | 4.12 | 3.71 | 0.41 | 7.91 | -3.79 | | 1-Year | 45.45 | 31.83 | 13.62 | 25.39 | 20.06 | | 3-Year | -5.62 | -7.28 | 1.66 | -5.79 | 0.17 | | 5-Year | 0.39 | -0.38 | 0.77 | 0.71 | -0.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 65.91 | 53.06 | 12.85 | 45.76 | 20.15 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.02 | -19.68 | 3.66 | -18.25 | 2.23 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FRMPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.35 | -41.55 | 1.20 | | 2007 | | | 3.19 | 7.59 | -4.40 | | 2006 | | | 4.79 | 10.81 | -6.02 | | 2005 | | | 9.42 | 6.02 | 3.40 | | 2004 | | | 0.59 | 12.41 | -11.82 | | 2003 | | | 59.13 | 45.54 | 13.59 | | 2002 | | | -25.80 | -27.88 | 2.08 | | 2001 | | | 5.15 | -8.91 | 14.06 | | 2000 | | | 11.29 | -3.85 | 15.14 | | 1999 | | | 136.23 | 64.77 | 71.46 |
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| PAST QUARTERLY RETURNS (%) FOR
FRMPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.23 | 27.78 | 17.70 | N/A | | 2008 | -14.29 | 4.59 | -7.28 | -28.23 | | 2007 | 3.85 | 5.68 | -2.48 | -3.58 | | 2006 | 11.88 | -10.89 | -3.08 | 8.45 | | 2005 | -1.85 | 2.39 | 6.50 | 2.23 | | 2004 | 3.99 | -4.10 | -13.07 | 16.05 | | 2003 | -7.70 | 34.11 | 11.88 | 14.91 | | 2002 | 1.31 | -16.73 | -23.09 | 14.36 | | 2001 | -7.62 | 20.49 | -25.40 | 26.63 | | 2000 | 34.12 | -7.86 | 5.67 | -14.78 | | 1999 | N/A | N/A | N/A | 70.70 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 86 | 786 | 10.94 | | 1-Month | 310 | 816 | 37.99 | | 3-Month | 154 | 815 | 18.90 | | 6-Month | 160 | 802 | 19.95 | | 1-Year | 62 | 781 | 7.94 | | 3-Year | 163 | 667 | 24.44 | | 5-Year | 189 | 563 | 33.57 |
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0.04% Nasdaq 
Performance
