|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.64% | | 5-Year Average Return: | -0.06% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.07% | |
Worst 1-Yr Total Return (2008): | -35.41% | |
Best 3-Yr Total Return (2005-7): | 8.69% | |
Worst 3-Yr Total Return (2006-8): | -7.11% |
|
| 1-Year: | -14.90% | | 3-Year: | -5.64% | | 5-Year: | 0.42% | | 10-Year: | -5.97% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FTPCX | Category | Diff | Index* | Diff | | Year To Date | 16.64 | 31.20 | -14.56 | 24.07 | -7.43 | | 1-Month | 5.51 | 5.67 | -0.16 | 6.00 | -0.49 | | 3-Month | 7.01 | 8.18 | -1.17 | 7.91 | -0.9 | | 1-Year | 16.54 | 34.04 | -17.5 | 25.39 | -8.85 | | 3-Year | -5.53 | -3.89 | -1.64 | -5.79 | 0.26 | | 5-Year | -0.06 | 1.25 | -1.31 | 0.71 | -0.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.70 | 43.84 | -11.14 | 45.76 | -13.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.77 | -18.03 | -3.74 | -18.25 | -3.52 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FTPCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.41 | -40.67 | 5.26 | | 2007 | | | 10.75 | 13.35 | -2.60 | | 2006 | | | 12.07 | 7.05 | 5.02 | | 2005 | | | 3.44 | 6.71 | -3.27 | | 2004 | | | 3.51 | 7.81 | -4.30 | | 2003 | | | 19.15 | 28.66 | -9.51 | | 2002 | | | -30.40 | -27.64 | -2.76 | | 2001 | | | -22.72 | -22.30 | -0.42 | | 2000 | | | -20.36 | -13.05 | -7.31 | | 1999 | | | 10.80 | 38.87 | -28.07 |
|
| PAST QUARTERLY RETURNS (%) FOR
FTPCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.66 | 11.18 | 11.38 | N/A | | 2008 | -7.31 | -6.40 | -3.10 | -23.17 | | 2007 | 0.69 | 6.50 | 4.94 | -1.58 | | 2006 | 3.15 | -1.53 | 5.09 | 4.99 | | 2005 | -5.87 | 2.10 | 4.74 | 2.76 | | 2004 | 2.67 | -0.10 | -8.32 | 10.08 | | 2003 | -4.05 | 10.47 | 0.00 | 12.42 | | 2002 | -2.91 | -15.16 | -16.66 | 1.39 | | 2001 | -18.96 | 4.14 | -15.51 | 8.38 | | 2000 | 3.37 | -3.73 | -4.71 | -16.01 | | 1999 | N/A | N/A | N/A | 10.24 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1745 | 1818 | 95.98 | | 1-Month | 1181 | 1906 | 61.96 | | 3-Month | 952 | 1904 | 50.00 | | 6-Month | 1455 | 1866 | 77.97 | | 1-Year | 1505 | 1815 | 82.92 | | 3-Year | 1015 | 1537 | 66.04 | | 5-Year | 809 | 1273 | 63.55 |
|
|
|
|
|
0.09% Nasdaq 
Performance
