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| Morningstar Return Rating: | High | | Year to Date Return: | 34.89% | | 5-Year Average Return: | 7.74% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 7.86% | |
Worst 1-Yr Total Return (2008): | -9.15% | |
Best 3-Yr Total Return (2005-7): | 5.65% | |
Worst 3-Yr Total Return (2006-8): | 1.43% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FRTRX | Category | Diff | Index* | Diff | | Year To Date | 34.89 | 13.54 | 21.35 | 6.24 | 28.65 | | 1-Month | 1.07 | 0.89 | 0.18 | 0.49 | 0.58 | | 3-Month | 6.30 | 4.14 | 2.16 | 2.60 | 3.7 | | 1-Year | 38.90 | 17.86 | 21.04 | 13.79 | 25.11 | | 3-Year | 10.32 | 4.54 | 5.78 | 6.35 | 3.97 | | 5-Year | 7.74 | 3.85 | 3.89 | 5.05 | 2.69 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.00 | 13.81 | 31.19 | 7.06 | 37.94 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 18.61 | 6.49 | 12.12 | 7.94 | 10.67 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FRTRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -9.15 | -4.70 | -4.45 | | 2007 | | | 7.86 | 4.70 | 3.16 | | 2006 | | | 6.50 | 4.15 | 2.35 | | 2005 | | | 2.65 | 1.80 | 0.85 | | 2004 | | | 5.04 | 3.91 | 1.13 | | 2003 | | | 9.22 | 5.10 | 4.12 | | 2002 | | | 5.72 | 8.04 | -2.32 | | 2001 | | | 7.40 | 7.64 | -0.24 | | 2000 | | | 13.48 | 9.44 | 4.04 | | 1999 | | | -0.14 | -1.35 | 1.21 |
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| PAST QUARTERLY RETURNS (%) FOR
FRTRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.20 | 25.80 | 9.60 | N/A | | 2008 | 1.16 | -1.04 | -5.13 | -4.33 | | 2007 | 1.74 | -0.67 | 3.75 | 2.88 | | 2006 | -0.22 | 0.26 | 4.02 | 2.35 | | 2005 | -0.99 | 3.33 | 0.08 | 0.25 | | 2004 | 2.70 | -2.21 | 3.35 | 1.20 | | 2003 | 2.96 | 4.75 | 0.40 | 0.87 | | 2002 | 0.14 | 0.50 | 0.82 | 4.19 | | 2001 | 3.89 | 0.58 | 3.69 | -0.88 | | 2000 | 3.21 | 2.71 | 3.32 | 3.61 | | 1999 | N/A | N/A | N/A | -0.21 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 22 | 1122 | 1.96 | | 1-Month | 919 | 1164 | 78.95 | | 3-Month | 138 | 1154 | 11.96 | | 6-Month | 33 | 1133 | 2.91 | | 1-Year | 10 | 1113 | 0.90 | | 3-Year | 1 | 957 | 0.10 | | 5-Year | 1 | 845 | 0.12 |
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0.80% Nasdaq 
0.05 (0.15%) 
Performance
