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| Morningstar Return Rating: | Above average | | Year to Date Return: | 22.76% | | 5-Year Average Return: | 4.44% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 18.22% | |
Worst 1-Yr Total Return (2008): | -33.03% | |
Best 3-Yr Total Return (2005-7): | 13.30% | |
Worst 3-Yr Total Return (2006-8): | -6.25% |
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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 | FTQGX | Category | Diff | Index* | Diff | | Year To Date | 22.76 | 31.20 | -8.44 | 24.07 | -1.31 | | 1-Month | 6.59 | 5.67 | 0.92 | 6.00 | 0.59 | | 3-Month | 7.75 | 8.18 | -0.43 | 7.91 | -0.16 | | 1-Year | 23.04 | 34.04 | -11 | 25.39 | -2.35 | | 3-Year | -0.96 | -3.89 | 2.93 | -5.79 | 4.83 | | 5-Year | 4.44 | 1.25 | 3.19 | 0.71 | 3.73 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.62 | 43.84 | -5.22 | 45.76 | -7.14 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.71 | -18.03 | -1.68 | -18.25 | -1.46 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FTQGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.03 | -40.67 | 7.64 | | 2007 | | | 17.03 | 13.35 | 3.68 | | 2006 | | | 5.13 | 7.05 | -1.92 | | 2005 | | | 18.22 | 6.71 | 11.51 | | 2004 | | | 15.52 | 7.81 | 7.71 | | 2003 | | | 23.12 | 28.66 | -5.54 | | 2002 | | | -39.29 | -27.64 | -11.65 | | 2001 | | | -13.59 | -22.30 | 8.71 | | 2000 | | | -6.10 | -13.05 | 6.95 | | 1999 | | | 34.80 | 38.87 | -4.07 |
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| PAST QUARTERLY RETURNS (%) FOR
FTQGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.08 | 16.12 | 12.91 | N/A | | 2008 | -10.08 | 9.12 | -13.73 | -20.89 | | 2007 | 3.28 | 7.20 | 5.35 | 0.34 | | 2006 | 3.03 | 1.88 | -3.84 | 4.16 | | 2005 | 2.97 | 3.75 | 9.08 | 1.44 | | 2004 | 2.05 | 3.24 | -0.97 | 10.72 | | 2003 | -3.22 | 11.29 | 3.38 | 10.58 | | 2002 | -2.04 | -23.00 | -22.77 | 4.23 | | 2001 | -11.54 | 4.24 | -16.81 | 12.64 | | 2000 | 7.21 | -4.72 | 2.78 | -10.57 | | 1999 | N/A | N/A | N/A | 25.59 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1563 | 1818 | 85.97 | | 1-Month | 1696 | 1906 | 88.98 | | 3-Month | 1561 | 1904 | 81.99 | | 6-Month | 1362 | 1866 | 72.99 | | 1-Year | 1360 | 1815 | 74.93 | | 3-Year | 211 | 1537 | 13.73 | | 5-Year | 89 | 1273 | 6.99 |
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