|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 48.24% | | 5-Year Average Return: | -2.05% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 20.30% | |
Worst 1-Yr Total Return (2008): | -57.69% | |
Best 3-Yr Total Return (2004-6): | 18.16% | |
Worst 3-Yr Total Return (2006-8): | -20.50% |
|
| 1-Year: | 10.98% | | 3-Year: | -11.61% | | 5-Year: | 0.55% | | 10-Year: | -7.86% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FTICX | Category | Diff | Index* | Diff | | Year To Date | 48.24 | 34.90 | 13.34 | 24.07 | 24.17 | | 1-Month | 3.91 | 6.11 | -2.2 | 6.00 | -2.09 | | 3-Month | 3.00 | 6.76 | -3.76 | 7.91 | -4.91 | | 1-Year | 55.89 | 42.88 | 13.01 | 25.39 | 30.5 | | 3-Year | -14.77 | -9.76 | -5.01 | -5.79 | -8.98 | | 5-Year | -2.05 | -1.80 | -0.25 | 0.71 | -2.76 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 69.03 | 48.27 | 20.76 | 45.76 | 23.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.41 | -16.43 | 2.02 | -18.25 | 3.84 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FTICX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -57.69 | -49.47 | -8.22 | | 2007 | | | -1.29 | 11.05 | -12.34 | | 2006 | | | 20.30 | 19.96 | 0.34 | | 2005 | | | 14.01 | 7.66 | 6.35 | | 2004 | | | 20.29 | 21.32 | -1.03 | | 2003 | | | 21.16 | 44.35 | -23.19 | | 2002 | | | -39.76 | -39.50 | -0.26 | | 2001 | | | -30.09 | -32.88 | 2.79 | | 2000 | | | -35.02 | -33.17 | -1.85 | | 1999 | | | 44.33 | 62.70 | -18.37 |
|
| PAST QUARTERLY RETURNS (%) FOR
FTICX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.68 | 31.73 | 16.26 | N/A | | 2008 | -23.33 | -0.86 | -24.40 | -26.38 | | 2007 | 3.65 | 11.69 | -0.24 | -14.53 | | 2006 | 5.67 | -1.32 | 6.13 | 8.69 | | 2005 | -3.87 | 7.45 | 8.35 | 1.87 | | 2004 | 6.41 | -0.22 | -3.95 | 17.95 | | 2003 | -9.70 | 25.49 | -3.34 | 10.63 | | 2002 | -16.76 | -30.03 | -16.83 | 24.37 | | 2001 | -16.47 | 1.12 | -22.12 | 6.27 | | 2000 | -0.61 | -13.78 | -3.81 | -21.17 | | 1999 | N/A | N/A | N/A | 26.93 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 16 | 47 | 34.04 | | 1-Month | 20 | 47 | 42.55 | | 3-Month | 44 | 47 | 93.62 | | 6-Month | 27 | 47 | 57.45 | | 1-Year | 19 | 40 | 47.50 | | 3-Year | 30 | 33 | 90.91 | | 5-Year | 23 | 32 | 71.88 |
|
|
|
|
|