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| Morningstar Return Rating: | Average | | Year to Date Return: | 23.39% | | 5-Year Average Return: | 0.81% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 20.19% | |
Worst 1-Yr Total Return (2008): | -37.46% | |
Best 3-Yr Total Return (2005-7): | 9.51% | |
Worst 3-Yr Total Return (2006-8): | -7.90% |
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| 1-Year: | -9.05% | | 3-Year: | -2.21% | | 5-Year: | 1.15% | | 10-Year: | -2.37% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FSQCX | Category | Diff | Index* | Diff | | Year To Date | 23.39 | 31.20 | -7.81 | 24.07 | -0.68 | | 1-Month | 4.58 | 5.67 | -1.09 | 6.00 | -1.42 | | 3-Month | 8.11 | 8.18 | -0.07 | 7.91 | 0.2 | | 1-Year | 24.22 | 34.04 | -9.82 | 25.39 | -1.17 | | 3-Year | -2.65 | -3.89 | 1.24 | -5.79 | 3.14 | | 5-Year | 0.81 | 1.25 | -0.44 | 0.71 | 0.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.38 | 43.84 | -8.46 | 45.76 | -10.38 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.45 | -18.03 | -3.42 | -18.25 | -3.2 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FSQCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.46 | -40.67 | 3.21 | | 2007 | | | 20.19 | 13.35 | 6.84 | | 2006 | | | 3.92 | 7.05 | -3.13 | | 2005 | | | 5.15 | 6.71 | -1.56 | | 2004 | | | -1.81 | 7.81 | -9.62 | | 2003 | | | 30.07 | 28.66 | 1.41 | | 2002 | | | -33.22 | -27.64 | -5.58 | | 2001 | | | -14.68 | -22.30 | 7.62 | | 2000 | | | -4.48 | -13.05 | 8.57 | | 1999 | | | 22.97 | 38.87 | -15.90 |
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| PAST QUARTERLY RETURNS (%) FOR
FSQCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.30 | 12.95 | 11.18 | N/A | | 2008 | -9.87 | 2.26 | -12.12 | -22.79 | | 2007 | 1.01 | 7.57 | 7.21 | 3.18 | | 2006 | 3.52 | -5.85 | 1.94 | 4.61 | | 2005 | -5.19 | 3.54 | 4.11 | 2.88 | | 2004 | 0.07 | -1.54 | -8.05 | 8.38 | | 2003 | -3.58 | 15.50 | 4.95 | 11.29 | | 2002 | -2.86 | -19.95 | -18.69 | 5.63 | | 2001 | -17.11 | 5.41 | -17.98 | 19.05 | | 2000 | 7.06 | -1.96 | -2.00 | -7.14 | | 1999 | N/A | N/A | N/A | 15.91 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1490 | 1818 | 81.96 | | 1-Month | 1257 | 1906 | 65.95 | | 3-Month | 552 | 1904 | 28.99 | | 6-Month | 1418 | 1866 | 75.99 | | 1-Year | 1274 | 1815 | 70.19 | | 3-Year | 367 | 1537 | 23.88 | | 5-Year | 629 | 1273 | 49.41 |
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