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| Morningstar Return Rating: | Average | | Year to Date Return: | 10.16% | | 5-Year Average Return: | 0.43% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 18.61% | |
Worst 1-Yr Total Return (2008): | -35.65% | |
Best 3-Yr Total Return (2004-6): | 12.99% | |
Worst 3-Yr Total Return (2006-8): | -7.24% |
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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 | FSKIX | Category | Diff | Index* | Diff | | Year To Date | 10.16 | 15.79 | -5.63 | 17.05 | -6.89 | | 1-Month | -2.36 | -2.21 | -0.15 | -1.86 | -0.5 | | 3-Month | 4.50 | 5.62 | -1.12 | 5.48 | -0.98 | | 1-Year | 3.54 | 9.52 | -5.98 | 9.80 | -6.26 | | 3-Year | -8.48 | -8.36 | -0.12 | -7.02 | -1.46 | | 5-Year | 0.43 | 0.18 | 0.25 | 0.33 | 0.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.15 | 46.84 | -5.69 | 45.76 | -4.61 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.21 | -16.40 | -1.81 | -18.25 | 0.04 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FSKIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.65 | -37.09 | 1.44 | | 2007 | | | 4.58 | 1.42 | 3.16 | | 2006 | | | 18.61 | 18.15 | 0.46 | | 2005 | | | 7.20 | 5.95 | 1.25 | | 2004 | | | 13.44 | 12.97 | 0.47 | | 2003 | | | 25.82 | 28.44 | -2.62 | | 2002 | | | -20.75 | -18.69 | -2.06 | | 2001 | | | -7.71 | -4.99 | -2.72 | | 2000 | | | 0.46 | 7.87 | -7.41 | | 1999 | | | 8.20 | 6.72 | 1.48 |
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| PAST QUARTERLY RETURNS (%) FOR
FSKIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.74 | 13.03 | 15.71 | N/A | | 2008 | -8.56 | -4.66 | -8.07 | -19.71 | | 2007 | -0.66 | 8.50 | -0.98 | -2.01 | | 2006 | 5.60 | -0.06 | 5.57 | 6.46 | | 2005 | -0.26 | 1.58 | 5.26 | 0.53 | | 2004 | 1.83 | 1.04 | -0.29 | 10.57 | | 2003 | -5.04 | 14.98 | 1.65 | 13.37 | | 2002 | 0.69 | -9.65 | -18.78 | 7.25 | | 2001 | -5.67 | 2.86 | -13.05 | 9.39 | | 2000 | -0.58 | -5.42 | 4.24 | 2.50 | | 1999 | N/A | N/A | N/A | 3.21 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1014 | 1335 | 75.96 | | 1-Month | 882 | 1379 | 63.96 | | 3-Month | 820 | 1368 | 59.94 | | 6-Month | 1157 | 1346 | 85.96 | | 1-Year | 942 | 1318 | 71.47 | | 3-Year | 464 | 1124 | 41.28 | | 5-Year | 328 | 934 | 35.12 |
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0.18% Nasdaq 0.00%
Performance
