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| Morningstar Return Rating: | Below average | | Year to Date Return: | 6.91% | | 5-Year Average Return: | 4.01% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 4.93% | |
Worst 1-Yr Total Return (2005): | 1.32% | |
Best 3-Yr Total Return (2006-8): | 3.77% | |
Worst 3-Yr Total Return (2004-6): | 2.80% |
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| 1-Year: | 6.08% | | 3-Year: | 4.67% | | 5-Year: | 3.73% | | 10-Year: | 4.64% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FUSCX | Category | Diff | Index* | Diff | | Year To Date | 6.91 | 6.47 | 0.44 | 7.61 | -0.7 | | 1-Month | 1.07 | 1.23 | -0.16 | 1.29 | -0.22 | | 3-Month | 2.47 | 2.69 | -0.22 | 2.86 | -0.39 | | 1-Year | 8.95 | 9.04 | -0.09 | 11.63 | -2.68 | | 3-Year | 4.64 | 5.62 | -0.98 | 6.40 | -1.76 | | 5-Year | 4.01 | 4.68 | -0.67 | 5.49 | -1.48 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.25 | 4.86 | -0.61 | 7.06 | -2.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.58 | 7.38 | -0.8 | 7.94 | -1.36 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FUSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 2.61 | 4.76 | -2.15 | | 2007 | | | 4.93 | 6.09 | -1.16 | | 2006 | | | 3.77 | 3.47 | 0.30 | | 2005 | | | 1.32 | 1.91 | -0.59 | | 2004 | | | 3.32 | 3.01 | 0.31 | | 2003 | | | 2.03 | 1.90 | 0.13 | | 2002 | | | 7.40 | 9.23 | -1.83 | | 2001 | | | 6.46 | 6.81 | -0.35 | | 2000 | | | 9.72 | 10.86 | -1.14 | | 1999 | | | -0.36 | -1.35 | 0.99 |
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| PAST QUARTERLY RETURNS (%) FOR
FUSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.29 | 0.57 | 2.25 | N/A | | 2008 | 1.50 | -1.08 | 0.38 | 1.80 | | 2007 | 1.14 | -1.09 | 2.36 | 2.47 | | 2006 | -0.49 | -0.40 | 3.40 | 1.26 | | 2005 | -0.48 | 1.97 | -0.47 | 0.32 | | 2004 | 1.63 | -1.40 | 2.25 | 0.83 | | 2003 | 0.77 | 0.36 | 0.25 | 0.64 | | 2002 | 0.62 | 3.21 | 2.27 | 1.12 | | 2001 | 2.28 | 0.32 | 3.96 | -0.20 | | 2000 | 1.57 | 1.70 | 2.75 | 3.37 | | 1999 | N/A | N/A | N/A | -0.06 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 139 | 367 | 37.87 | | 1-Month | 310 | 374 | 82.89 | | 3-Month | 172 | 374 | 45.99 | | 6-Month | 287 | 374 | 76.74 | | 1-Year | 97 | 358 | 27.09 | | 3-Year | 219 | 345 | 63.48 | | 5-Year | 191 | 318 | 60.06 |
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