|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 10.63% | | 5-Year Average Return: | -0.41% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.01% | |
Worst 1-Yr Total Return (2008): | -35.31% | |
Best 3-Yr Total Return (2005-7): | 8.65% | |
Worst 3-Yr Total Return (2006-8): | -7.08% |
|
| 1-Year: | -18.32% | | 3-Year: | -6.50% | | 5-Year: | 0.06% | | 10-Year: | -6.03% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FTPBX | Category | Diff | Index* | Diff | | Year To Date | 10.63 | 24.15 | -13.52 | 17.05 | -6.42 | | 1-Month | -1.16 | -2.25 | 1.09 | -1.86 | 0.7 | | 3-Month | 3.42 | 4.52 | -1.1 | 5.48 | -2.06 | | 1-Year | 2.64 | 15.35 | -12.71 | 9.80 | -7.16 | | 3-Year | -6.68 | -4.95 | -1.73 | -7.02 | 0.34 | | 5-Year | -0.41 | 0.99 | -1.4 | 0.33 | -0.74 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.72 | 42.81 | -10.09 | 45.76 | -13.04 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.80 | -17.14 | -4.66 | -18.25 | -3.55 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FTPBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.31 | -40.67 | 5.36 | | 2007 | | | 10.74 | 13.35 | -2.61 | | 2006 | | | 12.01 | 7.05 | 4.96 | | 2005 | | | 3.40 | 6.71 | -3.31 | | 2004 | | | 3.52 | 7.81 | -4.29 | | 2003 | | | 19.19 | 28.66 | -9.47 | | 2002 | | | -30.42 | -27.64 | -2.78 | | 2001 | | | -23.07 | -22.30 | -0.77 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
FTPBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.67 | 11.22 | 11.41 | N/A | | 2008 | -7.31 | -6.23 | -3.06 | -23.22 | | 2007 | 0.67 | 6.49 | 4.93 | -1.56 | | 2006 | 3.18 | -1.62 | 5.08 | 5.00 | | 2005 | -5.91 | 2.09 | 4.76 | 2.74 | | 2004 | 2.65 | -0.10 | -8.35 | 10.14 | | 2003 | -4.01 | 10.37 | 0.06 | 12.43 | | 2002 | -3.00 | -15.11 | -16.62 | 1.35 | | 2001 | -18.85 | 4.17 | -16.03 | 8.38 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1729 | 1802 | 95.95 | | 1-Month | 680 | 1890 | 35.98 | | 3-Month | 1413 | 1884 | 75.00 | | 6-Month | 1351 | 1827 | 73.95 | | 1-Year | 1451 | 1797 | 80.75 | | 3-Year | 974 | 1518 | 64.16 | | 5-Year | 769 | 1251 | 61.47 |
|
|
|
|
|
0.01% Nasdaq 
Performance
