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| Morningstar Return Rating: | Below average | | Year to Date Return: | 20.86% | | 5-Year Average Return: | 2.99% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 22.05% | |
Worst 1-Yr Total Return (2008): | -45.28% | |
Best 3-Yr Total Return (2004-6): | 17.06% | |
Worst 3-Yr Total Return (2006-8): | -8.57% |
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| 1-Year: | -5.57% | | 3-Year: | -6.82% | | 5-Year: | 3.18% | | 10-Year: | 1.17% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FSIEX | Category | Diff | Index* | Diff | | Year To Date | 20.86 | 24.47 | -3.61 | 27.36 | -6.5 | | 1-Month | -2.69 | -2.54 | -0.15 | -1.25 | -1.44 | | 3-Month | 4.83 | 5.67 | -0.84 | 8.10 | -3.27 | | 1-Year | 23.56 | 25.04 | -1.48 | 27.71 | -4.15 | | 3-Year | -7.14 | -5.94 | -1.2 | -5.22 | -1.92 | | 5-Year | 2.99 | 4.57 | -1.58 | 5.10 | -2.11 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.94 | 57.09 | -0.15 | 59.35 | -2.41 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.64 | -14.01 | -2.63 | -14.95 | -1.69 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FSIEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.28 | -43.99 | -1.29 | | 2007 | | | 14.44 | 12.71 | 1.73 | | 2006 | | | 22.05 | 24.77 | -2.72 | | 2005 | | | 13.66 | 14.72 | -1.06 | | 2004 | | | 15.64 | 17.39 | -1.75 | | 2003 | | | 33.38 | 33.58 | -0.20 | | 2002 | | | -13.96 | -16.69 | 2.73 | | 2001 | | | -18.01 | -21.67 | 3.66 | | 2000 | | | -14.43 | -16.34 | 1.91 | | 1999 | | | 25.73 | 40.28 | -14.55 |
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| PAST QUARTERLY RETURNS (%) FOR
FSIEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.76 | 24.57 | 18.36 | N/A | | 2008 | -8.01 | -4.91 | -21.83 | -19.97 | | 2007 | 4.43 | 8.42 | 2.97 | -1.84 | | 2006 | 9.01 | -0.86 | 3.14 | 9.49 | | 2005 | -1.21 | -1.13 | 11.13 | 4.71 | | 2004 | 1.48 | 1.35 | -1.44 | 14.07 | | 2003 | -8.21 | 16.06 | 7.31 | 16.67 | | 2002 | 1.55 | -1.41 | -18.00 | 4.80 | | 2001 | -11.30 | -0.65 | -10.31 | 3.74 | | 2000 | -2.43 | -3.44 | -6.60 | -2.76 | | 1999 | N/A | N/A | N/A | 17.69 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 611 | 827 | 73.88 | | 1-Month | 501 | 850 | 58.94 | | 3-Month | 779 | 847 | 91.97 | | 6-Month | 419 | 838 | 50.00 | | 1-Year | 431 | 803 | 53.67 | | 3-Year | 337 | 600 | 56.17 | | 5-Year | 291 | 466 | 62.45 |
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