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| Morningstar Return Rating: | Above average | | Year to Date Return: | 29.63% | | 5-Year Average Return: | 6.45% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 45.46% | |
Worst 1-Yr Total Return (2008): | -44.56% | |
Best 3-Yr Total Return (2004-6): | 22.71% | |
Worst 3-Yr Total Return (2006-8): | -13.93% |
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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 | FSHCX | Category | Diff | Index* | Diff | | Year To Date | 29.63 | 10.05 | 19.58 | 17.05 | 12.58 | | 1-Month | -1.00 | -4.79 | 3.79 | -1.86 | 0.86 | | 3-Month | 4.32 | -0.29 | 4.61 | 5.48 | -1.16 | | 1-Year | 30.85 | 8.75 | 22.1 | 9.80 | 21.05 | | 3-Year | -4.20 | -2.62 | -1.58 | -7.02 | 2.82 | | 5-Year | 6.45 | 3.14 | 3.31 | 0.33 | 6.12 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.18 | 29.31 | 18.87 | 45.76 | 2.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.52 | -11.79 | 3.27 | -18.25 | 9.73 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FSHCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.56 | -23.43 | -21.13 | | 2007 | | | 16.86 | 9.27 | 7.59 | | 2006 | | | -1.58 | 4.27 | -5.85 | | 2005 | | | 29.07 | 9.64 | 19.43 | | 2004 | | | 45.46 | 9.84 | 35.62 | | 2003 | | | 30.15 | 32.51 | -2.36 | | 2002 | | | -12.13 | -28.13 | 16.00 | | 2001 | | | -2.32 | -11.26 | 8.94 | | 2000 | | | 67.82 | 56.75 | 11.07 | | 1999 | | | -29.59 | 18.58 | -48.17 |
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| PAST QUARTERLY RETURNS (%) FOR
FSHCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.38 | 26.05 | 14.64 | N/A | | 2008 | -25.94 | -0.29 | -3.53 | -22.17 | | 2007 | 6.69 | 2.92 | -0.73 | 7.20 | | 2006 | 0.29 | -8.74 | 4.63 | 2.76 | | 2005 | 6.58 | 9.25 | 6.36 | 4.22 | | 2004 | 5.48 | 7.47 | -1.14 | 29.79 | | 2003 | -0.08 | 1.73 | 8.18 | 18.36 | | 2002 | 7.09 | 7.97 | -4.40 | -20.51 | | 2001 | -12.98 | 11.12 | 1.91 | -0.88 | | 2000 | -6.33 | 19.48 | 22.34 | 22.57 | | 1999 | N/A | N/A | N/A | 8.30 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 3 | 165 | 1.82 | | 1-Month | 1 | 171 | 0.58 | | 3-Month | 5 | 170 | 2.94 | | 6-Month | 11 | 165 | 6.67 | | 1-Year | 3 | 165 | 1.82 | | 3-Year | 74 | 151 | 49.01 | | 5-Year | 18 | 143 | 12.59 |
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0.22% Nasdaq 
Performance
