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| Morningstar Return Rating: | Average | | Year to Date Return: | 17.59% | | 5-Year Average Return: | -3.47% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2005): | 13.76% | |
Worst 1-Yr Total Return (2008): | -46.99% | |
Best 3-Yr Total Return (2004-6): | 12.63% | |
Worst 3-Yr Total Return (2006-8): | -17.35% |
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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 | FSPCX | Category | Diff | Index* | Diff | | Year To Date | 17.59 | 20.35 | -2.76 | 17.05 | 0.54 | | 1-Month | -5.05 | -4.96 | -0.09 | -1.86 | -3.19 | | 3-Month | 9.90 | 5.78 | 4.12 | 5.48 | 4.42 | | 1-Year | 25.60 | 6.97 | 18.63 | 9.80 | 15.8 | | 3-Year | -14.47 | -15.39 | 0.92 | -7.02 | -7.45 | | 5-Year | -3.47 | -5.49 | 2.02 | 0.33 | -3.8 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 69.35 | 76.37 | -7.02 | 45.76 | 23.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.63 | -13.57 | 2.94 | -18.25 | 7.62 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FSPCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.99 | -43.91 | -3.08 | | 2007 | | | -4.35 | -11.64 | 7.29 | | 2006 | | | 11.34 | 16.90 | -5.56 | | 2005 | | | 13.76 | 6.74 | 7.02 | | 2004 | | | 12.79 | 14.02 | -1.23 | | 2003 | | | 27.47 | 33.56 | -6.09 | | 2002 | | | -5.64 | -10.28 | 4.64 | | 2001 | | | -4.91 | -2.05 | -2.86 | | 2000 | | | 53.26 | 27.74 | 25.52 | | 1999 | | | -5.95 | -1.79 | -4.16 |
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| PAST QUARTERLY RETURNS (%) FOR
FSPCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.71 | 17.22 | 28.40 | N/A | | 2008 | -17.13 | -15.55 | -8.67 | -17.06 | | 2007 | -1.82 | 5.83 | -1.07 | -6.95 | | 2006 | -0.06 | -2.20 | 6.93 | 6.53 | | 2005 | -3.07 | 6.51 | 4.62 | 5.33 | | 2004 | 5.99 | 0.83 | -2.03 | 7.73 | | 2003 | -5.94 | 17.26 | 2.60 | 12.64 | | 2002 | 4.87 | -1.11 | -13.97 | 5.76 | | 2001 | -8.95 | 7.54 | -7.24 | 4.69 | | 2000 | -0.67 | 7.28 | 26.79 | 13.44 | | 1999 | N/A | N/A | N/A | 10.03 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 76 | 129 | 58.91 | | 1-Month | 87 | 129 | 67.44 | | 3-Month | 45 | 129 | 34.88 | | 6-Month | 76 | 129 | 58.91 | | 1-Year | 14 | 122 | 11.48 | | 3-Year | 40 | 107 | 37.38 | | 5-Year | 38 | 101 | 37.62 |
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1.40% Nasdaq 
Performance
