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| Morningstar Return Rating: | | | Year to Date Return: | 46.04% | | 5-Year Average Return: | 7.44% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 32.81% | |
Worst 1-Yr Total Return (2008): | -43.34% | |
Best 3-Yr Total Return (2004-6): | 16.19% | |
Worst 3-Yr Total Return (2006-8): | -5.28% |
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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 | FSCHX | Category | Diff | Index* | Diff | | Year To Date | 46.04 | 28.80 | 17.24 | 17.05 | 28.99 | | 1-Month | -5.63 | -2.24 | -3.39 | -1.86 | -3.77 | | 3-Month | 1.74 | 1.62 | 0.12 | 5.48 | -3.74 | | 1-Year | 22.16 | 29.38 | -7.22 | 9.80 | 12.36 | | 3-Year | 3.93 | -3.45 | 7.38 | -7.02 | 10.95 | | 5-Year | 7.44 | 2.71 | 4.73 | 0.33 | 7.11 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 67.33 | 38.57 | 28.76 | 45.76 | 21.57 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.07 | -1.88 | -16.19 | -18.25 | 0.18 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FSCHX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.34 | -35.21 | -8.13 | | 2007 | | | 28.42 | 4.35 | 24.07 | | 2006 | | | 16.81 | 15.55 | 1.26 | | 2005 | | | 1.12 | 3.12 | -2.00 | | 2004 | | | 32.81 | 16.52 | 16.29 | | 2003 | | | 35.10 | 30.74 | 4.36 | | 2002 | | | -9.62 | -15.22 | 5.60 | | 2001 | | | 12.36 | 1.53 | 10.83 | | 2000 | | | 2.93 | 0.31 | 2.62 | | 1999 | | | 19.19 | 8.94 | 10.25 |
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| PAST QUARTERLY RETURNS (%) FOR
FSCHX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 5.45 | 17.15 | 25.28 | N/A | | 2008 | -3.65 | 10.86 | -22.10 | -31.90 | | 2007 | 6.98 | 9.81 | 8.53 | 0.72 | | 2006 | 6.34 | -1.57 | 2.06 | 9.34 | | 2005 | 2.81 | -6.37 | -0.68 | 5.75 | | 2004 | 0.62 | 6.79 | 8.18 | 14.26 | | 2003 | -0.57 | 4.84 | 3.50 | 25.21 | | 2002 | 5.47 | -0.83 | -16.96 | 4.05 | | 2001 | -0.57 | 6.25 | -12.37 | 21.37 | | 2000 | -2.95 | -4.80 | -8.38 | 21.59 | | 1999 | N/A | N/A | N/A | 11.43 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1 | 8 | 12.50 | | 1-Month | 6 | 15 | 40.00 | | 3-Month | 5 | 15 | 33.33 | | 6-Month | 2 | 8 | 25.00 | | 1-Year | 3 | 5 | 60.00 | | 3-Year | 1 | 5 | 20.00 | | 5-Year | 1 | 5 | 20.00 |
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