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| Morningstar Return Rating: | Average | | Year to Date Return: | 19.05% | | 5-Year Average Return: | 3.91% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 16.86% | |
Worst 1-Yr Total Return (2008): | -32.44% | |
Best 3-Yr Total Return (2005-7): | 11.37% | |
Worst 3-Yr Total Return (2006-8): | -7.23% |
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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 | FSPHX | Category | Diff | Index* | Diff | | Year To Date | 19.05 | 10.05 | 9 | 17.05 | 2 | | 1-Month | -4.16 | -4.79 | 0.63 | -1.86 | -2.3 | | 3-Month | 2.84 | -0.29 | 3.13 | 5.48 | -2.64 | | 1-Year | 18.07 | 8.75 | 9.32 | 9.80 | 8.27 | | 3-Year | -2.97 | -2.62 | -0.35 | -7.02 | 4.05 | | 5-Year | 3.91 | 3.14 | 0.77 | 0.33 | 3.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.61 | 29.31 | 7.3 | 45.76 | -9.15 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.85 | -11.79 | 1.94 | -18.25 | 8.4 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FSPHX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.44 | -23.43 | -9.01 | | 2007 | | | 12.45 | 9.27 | 3.18 | | 2006 | | | 5.11 | 4.27 | 0.84 | | 2005 | | | 16.86 | 9.64 | 7.22 | | 2004 | | | 8.66 | 9.84 | -1.18 | | 2003 | | | 15.91 | 32.51 | -16.60 | | 2002 | | | -18.05 | -28.13 | 10.08 | | 2001 | | | -15.01 | -11.26 | -3.75 | | 2000 | | | 36.65 | 56.75 | -20.10 | | 1999 | | | -2.88 | 18.58 | -21.46 |
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| PAST QUARTERLY RETURNS (%) FOR
FSPHX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.32 | 11.36 | 13.05 | N/A | | 2008 | -15.42 | 1.81 | -4.21 | -18.09 | | 2007 | 1.40 | 5.87 | 3.64 | 1.07 | | 2006 | 1.83 | -5.55 | 7.23 | 1.91 | | 2005 | -1.16 | 7.92 | 6.21 | 3.14 | | 2004 | 2.17 | 3.16 | -2.99 | 6.27 | | 2003 | -0.08 | 11.43 | -2.55 | 6.82 | | 2002 | -4.00 | -12.76 | -6.06 | 4.16 | | 2001 | -18.22 | 1.64 | 0.28 | 1.96 | | 2000 | 3.29 | 20.83 | 3.48 | 5.81 | | 1999 | N/A | N/A | N/A | 8.23 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 11 | 165 | 6.67 | | 1-Month | 135 | 171 | 78.95 | | 3-Month | 20 | 170 | 11.76 | | 6-Month | 44 | 165 | 26.67 | | 1-Year | 9 | 165 | 5.45 | | 3-Year | 67 | 151 | 44.37 | | 5-Year | 27 | 143 | 18.88 |
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1.00% Nasdaq 
Performance
