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| Morningstar Return Rating: | Below average | | Year to Date Return: | 3.55% | | 5-Year Average Return: | 3.45% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 30.08% | |
Worst 1-Yr Total Return (2008): | -36.00% | |
Best 3-Yr Total Return (2004-6): | 20.90% | |
Worst 3-Yr Total Return (2006-8): | -0.55% |
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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 | FSUTX | Category | Diff | Index* | Diff | | Year To Date | 3.55 | 7.34 | -3.79 | 17.05 | -13.5 | | 1-Month | -4.36 | -3.51 | -0.85 | -1.86 | -2.5 | | 3-Month | -0.84 | 0.99 | -1.83 | 5.48 | -6.32 | | 1-Year | 5.70 | 7.55 | -1.85 | 9.80 | -4.1 | | 3-Year | -6.49 | -3.79 | -2.7 | -7.02 | 0.53 | | 5-Year | 3.45 | 5.37 | -1.92 | 0.33 | 3.12 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 24.75 | 28.13 | -3.38 | 45.76 | -21.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.87 | -18.06 | -0.81 | -18.25 | -0.62 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FSUTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.00 | -33.87 | -2.13 | | 2007 | | | 18.13 | 20.39 | -2.26 | | 2006 | | | 30.08 | 26.03 | 4.05 | | 2005 | | | 9.36 | 13.59 | -4.23 | | 2004 | | | 24.22 | 23.96 | 0.26 | | 2003 | | | 26.42 | 23.65 | 2.77 | | 2002 | | | -30.40 | -23.82 | -6.58 | | 2001 | | | -21.89 | -20.74 | -1.15 | | 2000 | | | -13.52 | 8.42 | -21.94 | | 1999 | | | 25.92 | 15.87 | 10.05 |
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| PAST QUARTERLY RETURNS (%) FOR
FSUTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.80 | 12.11 | 9.49 | N/A | | 2008 | -10.80 | 8.55 | -26.14 | -10.50 | | 2007 | 9.89 | 0.59 | 0.43 | 6.42 | | 2006 | 8.47 | 2.31 | 7.52 | 9.02 | | 2005 | -0.60 | 6.34 | 5.80 | -2.21 | | 2004 | 1.91 | 2.78 | 6.37 | 11.49 | | 2003 | -4.70 | 23.50 | -4.00 | 11.89 | | 2002 | -10.11 | -19.37 | -13.95 | 11.59 | | 2001 | -7.60 | 0.82 | -13.31 | -3.28 | | 2000 | 12.81 | -7.79 | 2.92 | -19.22 | | 1999 | N/A | N/A | N/A | 11.71 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 70 | 104 | 67.31 | | 1-Month | 98 | 105 | 93.33 | | 3-Month | 99 | 105 | 94.29 | | 6-Month | 54 | 105 | 51.43 | | 1-Year | 46 | 101 | 45.54 | | 3-Year | 72 | 97 | 74.23 | | 5-Year | 56 | 80 | 70.00 |
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0.01% Nasdaq 
0.22%
Performance
