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| Morningstar Return Rating: | Above average | | Year to Date Return: | 44.36% | | 5-Year Average Return: | 4.34% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 16.10% | |
Worst 1-Yr Total Return (2008): | -29.58% | |
Best 3-Yr Total Return (2004-6): | 12.73% | |
Worst 3-Yr Total Return (2006-8): | -9.29% |
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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 | FSRPX | Category | Diff | Index* | Diff | | Year To Date | 44.36 | 25.56 | 18.8 | 17.05 | 27.31 | | 1-Month | -1.36 | -3.46 | 2.1 | -1.86 | 0.5 | | 3-Month | 6.25 | 5.70 | 0.55 | 5.48 | 0.77 | | 1-Year | 38.99 | 18.30 | 20.69 | 9.80 | 29.19 | | 3-Year | -2.59 | -10.40 | 7.81 | -7.02 | 4.43 | | 5-Year | 4.34 | -2.28 | 6.62 | 0.33 | 4.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.12 | 53.82 | 4.3 | 45.76 | 12.36 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.41 | -16.21 | 20.62 | -18.25 | 22.66 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FSRPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.58 | -39.80 | 10.22 | | 2007 | | | -7.97 | -6.83 | -1.14 | | 2006 | | | 15.17 | 16.06 | -0.89 | | 2005 | | | 7.14 | -0.22 | 7.36 | | 2004 | | | 16.10 | 12.53 | 3.57 | | 2003 | | | 31.10 | 30.18 | 0.92 | | 2002 | | | -18.94 | -17.74 | -1.20 | | 2001 | | | -2.39 | -1.13 | -1.26 | | 2000 | | | -11.27 | -14.28 | 3.01 | | 1999 | | | 5.20 | 14.76 | -9.56 |
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| PAST QUARTERLY RETURNS (%) FOR
FSRPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 10.28 | 10.49 | 20.11 | N/A | | 2008 | -10.34 | -1.99 | 0.00 | -19.86 | | 2007 | 6.15 | 0.99 | -6.50 | -8.18 | | 2006 | 7.34 | -2.32 | 4.77 | 4.84 | | 2005 | 0.72 | 5.75 | -4.24 | 5.04 | | 2004 | 4.94 | 1.32 | -1.22 | 10.55 | | 2003 | -7.23 | 23.55 | 5.19 | 8.74 | | 2002 | 1.83 | -1.35 | -20.25 | 1.19 | | 2001 | -1.43 | 5.75 | -20.09 | 17.19 | | 2000 | 0.48 | -8.43 | -0.43 | -3.14 | | 1999 | N/A | N/A | N/A | 12.54 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 0 | 30 | 0.00 | | 1-Month | 0 | 30 | 0.00 | | 3-Month | 9 | 30 | 30.00 | | 6-Month | 16 | 30 | 53.33 | | 1-Year | 1 | 30 | 3.33 | | 3-Year | 1 | 29 | 3.45 | | 5-Year | 1 | 27 | 3.70 |
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1.00% Nasdaq 
Performance
