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| Morningstar Return Rating: | Average | | Year to Date Return: | 28.19% | | 5-Year Average Return: | 0.11% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 11.07% | |
Worst 1-Yr Total Return (2008): | -45.74% | |
Best 3-Yr Total Return (2005-7): | 9.69% | |
Worst 3-Yr Total Return (2006-8): | -13.61% |
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| 1-Year: | -7.65% | | 3-Year: | -7.74% | | 5-Year: | 0.55% | | 10-Year: | 1.43% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FSMCX | Category | Diff | Index* | Diff | | Year To Date | 28.19 | 25.80 | 2.39 | 17.05 | 11.14 | | 1-Month | -4.62 | -4.37 | -0.25 | -1.86 | -2.76 | | 3-Month | 3.88 | 4.09 | -0.21 | 5.48 | -1.6 | | 1-Year | 17.64 | 16.23 | 1.41 | 9.80 | 7.84 | | 3-Year | -8.20 | -5.36 | -2.84 | -7.02 | -1.18 | | 5-Year | 0.11 | 1.68 | -1.57 | 0.33 | -0.22 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.10 | 47.87 | 2.23 | 45.76 | 4.34 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.43 | -19.87 | -2.56 | -18.25 | -4.18 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FSMCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.74 | -43.77 | -1.97 | | 2007 | | | 8.26 | 15.09 | -6.83 | | 2006 | | | 9.74 | 9.00 | 0.74 | | 2005 | | | 11.07 | 9.84 | 1.23 | | 2004 | | | 7.94 | 13.23 | -5.29 | | 2003 | | | 37.27 | 35.96 | 1.31 | | 2002 | | | -30.65 | -27.24 | -3.41 | | 2001 | | | -6.53 | -19.98 | 13.45 | | 2000 | | | 6.54 | -4.78 | 11.32 | | 1999 | | | 16.77 | 60.49 | -43.72 |
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| PAST QUARTERLY RETURNS (%) FOR
FSMCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.84 | 18.80 | 16.44 | N/A | | 2008 | -10.24 | 2.30 | -18.30 | -27.67 | | 2007 | 5.97 | 6.77 | 0.00 | -4.31 | | 2006 | 12.09 | -5.65 | -0.89 | 4.69 | | 2005 | -3.44 | 6.55 | 5.48 | 2.35 | | 2004 | 2.67 | -0.65 | -5.89 | 12.44 | | 2003 | -2.65 | 19.04 | 5.10 | 12.71 | | 2002 | -2.33 | -18.51 | -18.10 | 6.39 | | 2001 | -17.01 | 18.64 | -22.73 | 22.85 | | 2000 | 13.14 | -3.77 | 8.21 | -9.56 | | 1999 | N/A | N/A | N/A | 23.17 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 407 | 848 | 48.00 | | 1-Month | 576 | 901 | 63.93 | | 3-Month | 440 | 898 | 49.00 | | 6-Month | 321 | 868 | 36.98 | | 1-Year | 307 | 847 | 36.25 | | 3-Year | 490 | 749 | 65.42 | | 5-Year | 385 | 636 | 60.53 |
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0.13% Nasdaq 
0.35%
Performance
