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| Morningstar Return Rating: | Above average | | Year to Date Return: | 48.88% | | 5-Year Average Return: | 5.90% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2005): | 29.88% | |
Worst 1-Yr Total Return (2008): | -49.31% | |
Best 3-Yr Total Return (2004-6): | 21.16% | |
Worst 3-Yr Total Return (2006-8): | -15.02% |
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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 | FSLBX | Category | Diff | Index* | Diff | | Year To Date | 48.88 | 20.35 | 28.53 | 17.05 | 31.83 | | 1-Month | -4.98 | -4.96 | -0.02 | -1.86 | -3.12 | | 3-Month | 7.68 | 5.78 | 1.9 | 5.48 | 2.2 | | 1-Year | 38.25 | 6.97 | 31.28 | 9.80 | 28.45 | | 3-Year | -7.69 | -15.39 | 7.7 | -7.02 | -0.67 | | 5-Year | 5.90 | -5.49 | 11.39 | 0.33 | 5.57 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 86.40 | 76.37 | 10.03 | 45.76 | 40.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -4.91 | -13.57 | 8.66 | -18.25 | 13.34 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FSLBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.31 | -43.91 | -5.40 | | 2007 | | | -0.15 | -11.64 | 11.49 | | 2006 | | | 21.24 | 16.90 | 4.34 | | 2005 | | | 29.88 | 6.74 | 23.14 | | 2004 | | | 12.95 | 14.02 | -1.07 | | 2003 | | | 36.47 | 33.56 | 2.91 | | 2002 | | | -17.24 | -10.28 | -6.96 | | 2001 | | | -9.09 | -2.05 | -7.04 | | 2000 | | | 28.08 | 27.74 | 0.34 | | 1999 | | | 30.65 | -1.79 | 32.44 |
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| PAST QUARTERLY RETURNS (%) FOR
FSLBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.18 | 42.98 | 23.38 | N/A | | 2008 | -13.67 | -10.43 | -6.75 | -29.70 | | 2007 | -0.20 | 3.71 | -3.81 | 0.29 | | 2006 | 11.98 | -8.96 | 11.35 | 6.81 | | 2005 | -5.67 | 12.72 | 9.77 | 11.29 | | 2004 | 6.74 | -9.16 | -0.42 | 16.97 | | 2003 | -8.16 | 27.60 | 6.22 | 9.63 | | 2002 | 2.97 | -12.13 | -18.44 | 12.15 | | 2001 | -15.66 | 9.29 | -19.10 | 21.90 | | 2000 | 14.84 | -1.06 | 19.59 | -5.73 | | 1999 | N/A | N/A | N/A | 24.61 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 5 | 129 | 3.88 | | 1-Month | 92 | 129 | 71.32 | | 3-Month | 46 | 129 | 35.66 | | 6-Month | 5 | 129 | 3.88 | | 1-Year | 5 | 122 | 4.10 | | 3-Year | 16 | 107 | 14.95 | | 5-Year | 7 | 101 | 6.93 |
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0.01% Nasdaq 0.00%
0.63 (1.32%) 
Performance
