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| Morningstar Return Rating: | Average | | Year to Date Return: | 24.33% | | 5-Year Average Return: | -1.07% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 13.09% | |
Worst 1-Yr Total Return (2008): | -34.64% | |
Best 3-Yr Total Return (2004-6): | 8.30% | |
Worst 3-Yr Total Return (2006-8): | -12.16% |
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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 | FSCPX | Category | Diff | Index* | Diff | | Year To Date | 24.33 | 25.56 | -1.23 | 17.05 | 7.28 | | 1-Month | -3.64 | -3.46 | -0.18 | -1.86 | -1.78 | | 3-Month | 4.69 | 5.70 | -1.01 | 5.48 | -0.79 | | 1-Year | 17.91 | 18.30 | -0.39 | 9.80 | 8.11 | | 3-Year | -9.54 | -10.40 | 0.86 | -7.02 | -2.52 | | 5-Year | -1.07 | -2.28 | 1.21 | 0.33 | -1.4 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.92 | 53.82 | -2.9 | 45.76 | 5.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.85 | -16.21 | 3.36 | -18.25 | 5.4 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FSCPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.64 | -39.80 | 5.16 | | 2007 | | | -8.31 | -6.83 | -1.48 | | 2006 | | | 13.09 | 16.06 | -2.97 | | 2005 | | | 2.82 | -0.22 | 3.04 | | 2004 | | | 9.23 | 12.53 | -3.30 | | 2003 | | | 23.90 | 30.18 | -6.28 | | 2002 | | | -17.08 | -17.74 | 0.66 | | 2001 | | | -3.14 | -1.13 | -2.01 | | 2000 | | | -9.33 | -14.28 | 4.95 | | 1999 | | | 10.14 | 14.76 | -4.62 |
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| PAST QUARTERLY RETURNS (%) FOR
FSCPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.66 | 13.38 | 18.12 | N/A | | 2008 | -8.04 | -7.61 | -0.67 | -22.55 | | 2007 | 3.89 | 1.72 | -4.51 | -9.15 | | 2006 | 4.54 | -2.15 | 5.06 | 5.23 | | 2005 | -2.31 | 1.83 | -1.10 | 4.52 | | 2004 | 2.72 | -2.89 | -3.64 | 13.64 | | 2003 | -3.01 | 13.42 | 2.50 | 9.88 | | 2002 | 4.04 | -7.07 | -15.61 | 1.63 | | 2001 | -6.11 | 6.49 | -11.88 | 9.93 | | 2000 | -7.41 | -2.02 | -3.79 | 3.89 | | 1999 | N/A | N/A | N/A | 14.05 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 13 | 30 | 43.33 | | 1-Month | 4 | 30 | 13.33 | | 3-Month | 14 | 30 | 46.67 | | 6-Month | 20 | 30 | 66.67 | | 1-Year | 12 | 30 | 40.00 | | 3-Year | 7 | 29 | 24.14 | | 5-Year | 3 | 27 | 11.11 |
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