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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.48% | | 5-Year Average Return: | 0.74% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.93% | |
Worst 1-Yr Total Return (2008): | -34.83% | |
Best 3-Yr Total Return (2005-7): | 9.51% | |
Worst 3-Yr Total Return (2006-8): | -6.35% |
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| 1-Year: | -17.71% | | 3-Year: | -6.47% | | 5-Year: | 0.20% | | 10-Year: | -5.74% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FSPIX | Category | Diff | Index* | Diff | | Year To Date | 17.48 | 31.20 | -13.72 | 24.07 | -6.59 | | 1-Month | 5.53 | 5.67 | -0.14 | 6.00 | -0.47 | | 3-Month | 7.20 | 8.18 | -0.98 | 7.91 | -0.71 | | 1-Year | 17.40 | 34.04 | -16.64 | 25.39 | -7.99 | | 3-Year | -4.76 | -3.89 | -0.87 | -5.79 | 1.03 | | 5-Year | 0.74 | 1.25 | -0.51 | 0.71 | 0.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.31 | 43.84 | -10.53 | 45.76 | -12.45 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.19 | -18.03 | -3.16 | -18.25 | -2.94 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FSPIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.83 | -40.67 | 5.84 | | 2007 | | | 11.61 | 13.35 | -1.74 | | 2006 | | | 12.93 | 7.05 | 5.88 | | 2005 | | | 4.20 | 6.71 | -2.51 | | 2004 | | | 4.28 | 7.81 | -3.53 | | 2003 | | | 20.12 | 28.66 | -8.54 | | 2002 | | | -29.90 | -27.64 | -2.26 | | 2001 | | | -22.00 | -22.30 | 0.30 | | 2000 | | | -19.95 | -13.05 | -6.90 | | 1999 | | | 11.37 | 38.87 | -27.50 |
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| PAST QUARTERLY RETURNS (%) FOR
FSPIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.45 | 11.35 | 11.66 | N/A | | 2008 | -7.13 | -6.04 | -2.94 | -23.05 | | 2007 | 0.92 | 6.66 | 5.16 | -1.40 | | 2006 | 3.35 | -1.34 | 5.31 | 5.18 | | 2005 | -5.74 | 2.30 | 4.95 | 2.96 | | 2004 | 2.82 | 0.05 | -8.12 | 10.32 | | 2003 | -3.87 | 10.69 | 0.17 | 12.70 | | 2002 | -2.80 | -14.95 | -16.50 | 1.53 | | 2001 | -18.70 | 4.35 | -15.34 | 8.60 | | 2000 | 3.51 | -3.61 | -4.60 | -15.90 | | 1999 | N/A | N/A | N/A | 10.40 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1727 | 1818 | 94.99 | | 1-Month | 1200 | 1906 | 62.96 | | 3-Month | 875 | 1904 | 45.96 | | 6-Month | 1362 | 1866 | 72.99 | | 1-Year | 1492 | 1815 | 82.20 | | 3-Year | 912 | 1537 | 59.34 | | 5-Year | 672 | 1273 | 52.79 |
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0.02% Nasdaq 0.00%
0.02 (0.10%) 
Performance
