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| Morningstar Return Rating: | Below average | | Year to Date Return: | 6.56% | | 5-Year Average Return: | 4.51% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.71% | |
Worst 1-Yr Total Return (2005): | 1.98% | |
Best 3-Yr Total Return (2006-8): | 4.55% | |
Worst 3-Yr Total Return (2004-6): | 3.55% |
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| 1-Year: | 2.88% | | 3-Year: | 3.84% | | 5-Year: | 3.55% | | 10-Year: | 4.95% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FUSGX | Category | Diff | Index* | Diff | | Year To Date | 6.56 | 5.18 | 1.38 | 6.24 | 0.32 | | 1-Month | 0.75 | 0.57 | 0.18 | 0.49 | 0.26 | | 3-Month | 2.28 | 2.42 | -0.14 | 2.60 | -0.32 | | 1-Year | 10.59 | 10.54 | 0.05 | 13.79 | -3.2 | | 3-Year | 5.48 | 5.52 | -0.04 | 6.35 | -0.87 | | 5-Year | 4.51 | 4.28 | 0.23 | 5.05 | -0.54 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.71 | 4.85 | -0.14 | 7.06 | -2.35 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.22 | 7.28 | -0.06 | 7.94 | -0.72 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FUSGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 3.37 | 4.76 | -1.39 | | 2007 | | | 5.71 | 6.09 | -0.38 | | 2006 | | | 4.56 | 3.47 | 1.09 | | 2005 | | | 1.98 | 1.91 | 0.07 | | 2004 | | | 4.13 | 3.01 | 1.12 | | 2003 | | | 2.94 | 1.90 | 1.04 | | 2002 | | | 8.21 | 9.23 | -1.02 | | 2001 | | | 7.26 | 6.81 | 0.45 | | 2000 | | | 10.56 | 10.86 | -0.30 | | 1999 | | | 0.40 | -1.35 | 1.75 |
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| PAST QUARTERLY RETURNS (%) FOR
FUSGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.48 | 0.89 | 2.30 | N/A | | 2008 | 1.69 | -0.77 | 0.57 | 1.85 | | 2007 | 1.46 | -0.91 | 2.43 | 2.66 | | 2006 | -0.16 | -0.21 | 3.46 | 1.44 | | 2005 | -0.41 | 2.17 | -0.28 | 0.51 | | 2004 | 1.71 | -1.21 | 2.46 | 1.15 | | 2003 | 0.96 | 0.67 | 0.45 | 0.83 | | 2002 | 0.81 | 3.41 | 2.58 | 1.18 | | 2001 | 2.46 | 0.52 | 4.15 | -0.01 | | 2000 | 1.76 | 1.89 | 2.95 | 3.58 | | 1999 | N/A | N/A | N/A | 0.13 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 99 | 367 | 26.98 | | 1-Month | 138 | 374 | 36.90 | | 3-Month | 153 | 374 | 40.91 | | 6-Month | 130 | 373 | 34.85 | | 1-Year | 112 | 357 | 31.37 | | 3-Year | 165 | 345 | 47.83 | | 5-Year | 118 | 318 | 37.11 |
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1.48% Nasdaq 0.00%
Performance
