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| Morningstar Return Rating: | Above average | | Year to Date Return: | 36.29% | | 5-Year Average Return: | -0.35% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2005): | 8.60% | |
Worst 1-Yr Total Return (2008): | -40.80% | |
Best 3-Yr Total Return (2005-7): | 4.97% | |
Worst 3-Yr Total Return (2006-8): | -14.25% |
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| 1-Year: | -5.56% | | 3-Year: | -4.20% | | 5-Year: | 1.68% | | 10-Year: | 8.03% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FROBX | Category | Diff | Index* | Diff | | Year To Date | 36.29 | 25.65 | 10.64 | 24.07 | 12.22 | | 1-Month | 4.29 | 3.38 | 0.91 | 6.00 | -1.71 | | 3-Month | 3.97 | 3.71 | 0.26 | 7.91 | -3.94 | | 1-Year | 44.38 | 31.83 | 12.55 | 25.39 | 18.99 | | 3-Year | -6.32 | -7.28 | 0.96 | -5.79 | -0.53 | | 5-Year | -0.35 | -0.38 | 0.03 | 0.71 | -1.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 65.17 | 53.06 | 12.11 | 45.76 | 19.41 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.66 | -19.68 | 3.02 | -18.25 | 1.59 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FROBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.80 | -41.55 | 0.75 | | 2007 | | | 2.44 | 7.59 | -5.15 | | 2006 | | | 3.98 | 10.81 | -6.83 | | 2005 | | | 8.60 | 6.02 | 2.58 | | 2004 | | | -0.13 | 12.41 | -12.54 | | 2003 | | | 57.83 | 45.54 | 12.29 | | 2002 | | | -26.35 | -27.88 | 1.53 | | 2001 | | | 4.35 | -8.91 | 13.26 | | 2000 | | | 10.56 | -3.85 | 14.41 | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FROBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.44 | 27.64 | 17.43 | N/A | | 2008 | -14.42 | 4.37 | -7.50 | -28.34 | | 2007 | 3.67 | 5.50 | -2.63 | -3.80 | | 2006 | 11.69 | -11.06 | -3.25 | 8.18 | | 2005 | -2.01 | 2.20 | 6.30 | 2.01 | | 2004 | 3.79 | -4.26 | -13.21 | 15.80 | | 2003 | -7.91 | 33.88 | 11.67 | 14.64 | | 2002 | 1.11 | -16.91 | -23.22 | 14.19 | | 2001 | -7.83 | 20.26 | -25.54 | 26.44 | | 2000 | 33.94 | -8.05 | 5.52 | -14.92 | | 1999 | N/A | N/A | N/A | 70.11 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 94 | 786 | 11.96 | | 1-Month | 334 | 816 | 40.93 | | 3-Month | 171 | 815 | 20.98 | | 6-Month | 184 | 802 | 22.94 | | 1-Year | 68 | 781 | 8.71 | | 3-Year | 224 | 667 | 33.58 | | 5-Year | 242 | 563 | 42.98 |
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