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| Morningstar Return Rating: | Average | | Year to Date Return: | 24.22% | | 5-Year Average Return: | 2.59% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 23.18% | |
Worst 1-Yr Total Return (2008): | -46.77% | |
Best 3-Yr Total Return (2005-7): | 15.70% | |
Worst 3-Yr Total Return (2006-8): | -8.45% |
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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 | FSCGX | Category | Diff | Index* | Diff | | Year To Date | 24.22 | 11.57 | 12.65 | 17.05 | 7.17 | | 1-Month | -4.51 | -5.97 | 1.46 | -1.86 | -2.65 | | 3-Month | 5.39 | 3.72 | 1.67 | 5.48 | -0.09 | | 1-Year | 19.92 | 4.19 | 15.73 | 9.80 | 10.12 | | 3-Year | -5.22 | -9.00 | 3.78 | -7.02 | 1.8 | | 5-Year | 2.59 | 0.04 | 2.55 | 0.33 | 2.26 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 72.24 | 61.08 | 11.16 | 45.76 | 26.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.89 | -16.11 | -9.78 | -18.25 | -7.64 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FSCGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.77 | -37.69 | -9.08 | | 2007 | | | 23.18 | 8.77 | 14.41 | | 2006 | | | 17.03 | 12.89 | 4.14 | | 2005 | | | 7.44 | 9.97 | -2.53 | | 2004 | | | 12.82 | 21.30 | -8.48 | | 2003 | | | 41.46 | 33.45 | 8.01 | | 2002 | | | -22.92 | -17.88 | -5.04 | | 2001 | | | -1.00 | 0.46 | -1.46 | | 2000 | | | -4.22 | 8.96 | -13.18 | | 1999 | | | 17.39 | 9.69 | 7.70 |
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| PAST QUARTERLY RETURNS (%) FOR
FSCGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.21 | 24.86 | 24.34 | N/A | | 2008 | -8.79 | -4.29 | -14.66 | -28.55 | | 2007 | 2.62 | 12.04 | 6.99 | 0.13 | | 2006 | 13.27 | -2.22 | -1.63 | 7.41 | | 2005 | -0.90 | -2.90 | 7.89 | 3.49 | | 2004 | 0.73 | 4.13 | -3.75 | 11.74 | | 2003 | -10.81 | 18.57 | 7.61 | 24.31 | | 2002 | 5.05 | -16.62 | -18.42 | 7.88 | | 2001 | -9.99 | 11.60 | -20.71 | 24.30 | | 2000 | 5.35 | -3.45 | -6.00 | 0.18 | | 1999 | N/A | N/A | N/A | 3.72 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 0 | 27 | 0.00 | | 1-Month | 2 | 27 | 7.41 | | 3-Month | 5 | 27 | 18.52 | | 6-Month | 2 | 27 | 7.41 | | 1-Year | 3 | 20 | 15.00 | | 3-Year | 7 | 20 | 35.00 | | 5-Year | 8 | 19 | 42.11 |
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