|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 8.59% | | 5-Year Average Return: | 3.98% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 10.81% | |
Worst 1-Yr Total Return (2005): | -10.15% | |
Best 3-Yr Total Return (2006-8): | 5.53% | |
Worst 3-Yr Total Return (2005-7): | -0.16% |
|
| 1-Year: | 15.10% | | 3-Year: | 7.82% | | 5-Year: | 4.67% | | 10-Year: | 4.97% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FTIBX | Category | Diff | Index* | Diff | | Year To Date | 8.59 | 14.19 | -5.6 | 6.24 | 2.35 | | 1-Month | 0.25 | 0.74 | -0.49 | 0.49 | -0.24 | | 3-Month | 4.89 | 5.11 | -0.22 | 2.60 | 2.29 | | 1-Year | 20.09 | 22.15 | -2.06 | 13.79 | 6.3 | | 3-Year | 7.54 | 6.75 | 0.79 | 6.35 | 1.19 | | 5-Year | 3.98 | 5.08 | -1.1 | 5.05 | -1.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 17.45 | 18.82 | -1.37 | 7.06 | 10.39 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.04 | 7.98 | 2.06 | 7.94 | 2.1 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FTIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 6.09 | -1.57 | 7.66 | | 2007 | | | 9.28 | 7.28 | 2.00 | | 2006 | | | 1.37 | 5.42 | -4.05 | | 2005 | | | -10.15 | -3.33 | -6.82 | | 2004 | | | 10.81 | 8.98 | 1.83 | | 2003 | | | 20.48 | 13.79 | 6.69 | | 2002 | | | 21.74 | 14.10 | 7.64 | | 2001 | | | -4.86 | 1.95 | -6.81 | | 2000 | | | -4.97 | 3.21 | -8.18 | | 1999 | | | -12.39 | -2.86 | -9.53 |
|
| PAST QUARTERLY RETURNS (%) FOR
FTIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.33 | 5.92 | 8.03 | N/A | | 2008 | 9.71 | -4.89 | -5.14 | 7.18 | | 2007 | 0.87 | -4.20 | 9.57 | 3.21 | | 2006 | -1.07 | 2.55 | 0.10 | -0.18 | | 2005 | -3.70 | -2.62 | -1.35 | -2.88 | | 2004 | 1.15 | -3.15 | 2.98 | 9.84 | | 2003 | 4.10 | 6.63 | 2.16 | 6.23 | | 2002 | -1.74 | 12.28 | 3.05 | 7.08 | | 2001 | -4.97 | -1.39 | 5.42 | -3.69 | | 2000 | -3.08 | -1.19 | -5.26 | 4.74 | | 1999 | N/A | N/A | N/A | -3.39 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 206 | 272 | 75.74 | | 1-Month | 90 | 292 | 30.82 | | 3-Month | 63 | 287 | 21.95 | | 6-Month | 112 | 282 | 39.72 | | 1-Year | 107 | 260 | 41.15 | | 3-Year | 47 | 188 | 25.00 | | 5-Year | 103 | 163 | 63.19 |
|
|
|
|
|