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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.76% | | 5-Year Average Return: | 1.30% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 21.15% | |
Worst 1-Yr Total Return (2008): | -36.99% | |
Best 3-Yr Total Return (2005-7): | 10.35% | |
Worst 3-Yr Total Return (2006-8): | -7.21% |
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| 1-Year: | -12.17% | | 3-Year: | -3.13% | | 5-Year: | 0.89% | | 10-Year: | -2.16% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FSQGX | Category | Diff | Index* | Diff | | Year To Date | 18.76 | 24.15 | -5.39 | 17.05 | 1.71 | | 1-Month | -0.71 | -2.25 | 1.54 | -1.86 | 1.15 | | 3-Month | 4.22 | 4.52 | -0.3 | 5.48 | -1.26 | | 1-Year | 9.49 | 15.35 | -5.86 | 9.80 | -0.31 | | 3-Year | -2.58 | -4.95 | 2.37 | -7.02 | 4.44 | | 5-Year | 1.30 | 0.99 | 0.31 | 0.33 | 0.97 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.87 | 42.81 | -6.94 | 45.76 | -9.89 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.47 | -17.14 | -3.33 | -18.25 | -2.22 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FSQGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.99 | -40.67 | 3.68 | | 2007 | | | 21.15 | 13.35 | 7.80 | | 2006 | | | 4.67 | 7.05 | -2.38 | | 2005 | | | 5.96 | 6.71 | -0.75 | | 2004 | | | -1.09 | 7.81 | -8.90 | | 2003 | | | 31.10 | 28.66 | 2.44 | | 2002 | | | -32.71 | -27.64 | -5.07 | | 2001 | | | -13.99 | -22.30 | 8.31 | | 2000 | | | -4.00 | -13.05 | 9.05 | | 1999 | | | 23.55 | 38.87 | -15.32 |
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| PAST QUARTERLY RETURNS (%) FOR
FSQGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.09 | 13.11 | 11.41 | N/A | | 2008 | -10.11 | 2.42 | -11.46 | -22.70 | | 2007 | 1.20 | 7.76 | 7.47 | 3.37 | | 2006 | 3.67 | -5.66 | 2.13 | 4.80 | | 2005 | -5.05 | 3.75 | 4.34 | 3.09 | | 2004 | 0.26 | -1.34 | -7.95 | 8.64 | | 2003 | -3.44 | 15.80 | 5.10 | 11.55 | | 2002 | -2.71 | -19.77 | -18.57 | 5.86 | | 2001 | -16.92 | 5.60 | -17.78 | 19.24 | | 2000 | 7.22 | -1.81 | -1.92 | -7.02 | | 1999 | N/A | N/A | N/A | 16.02 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1387 | 1802 | 76.97 | | 1-Month | 302 | 1890 | 15.98 | | 3-Month | 715 | 1884 | 37.95 | | 6-Month | 1224 | 1827 | 67.00 | | 1-Year | 1231 | 1797 | 68.50 | | 3-Year | 241 | 1518 | 15.88 | | 5-Year | 436 | 1251 | 34.85 |
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