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| Morningstar Return Rating: | Above average | | Year to Date Return: | 41.26% | | 5-Year Average Return: | 4.40% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 42.54% | |
Worst 1-Yr Total Return (2008): | -49.62% | |
Best 3-Yr Total Return (2004-6): | 22.05% | |
Worst 3-Yr Total Return (2006-8): | -11.29% |
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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 | FWRLX | Category | Diff | Index* | Diff | | Year To Date | 41.26 | 27.48 | 13.78 | 17.05 | 24.21 | | 1-Month | -6.91 | -5.86 | -1.05 | -1.86 | -5.05 | | 3-Month | -3.50 | 0.39 | -3.89 | 5.48 | -8.98 | | 1-Year | 35.75 | 28.28 | 7.47 | 9.80 | 25.95 | | 3-Year | -1.77 | -10.64 | 8.87 | -7.02 | 5.25 | | 5-Year | 4.40 | -1.77 | 6.17 | 0.33 | 4.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.62 | 48.27 | -1.65 | 45.76 | 0.86 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.01 | -15.70 | 3.69 | -18.25 | 6.24 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FWRLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -49.62 | -49.47 | -0.15 | | 2007 | | | 27.46 | 11.05 | 16.41 | | 2006 | | | 8.72 | 19.96 | -11.24 | | 2005 | | | 17.32 | 7.66 | 9.66 | | 2004 | | | 42.54 | 21.32 | 21.22 | | 2003 | | | 68.31 | 44.35 | 23.96 | | 2002 | | | -55.25 | -39.50 | -15.75 | | 2001 | | | -34.74 | -32.88 | -1.86 | | 2000 | | | N/A | -33.17 | N/A | | 1999 | | | N/A | 62.70 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FWRLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 13.52 | 24.64 | 7.25 | N/A | | 2008 | -19.56 | 0.43 | -17.19 | -24.68 | | 2007 | 2.71 | 18.64 | 13.72 | -8.02 | | 2006 | 8.63 | -9.78 | 3.80 | 6.87 | | 2005 | -2.57 | 8.80 | 9.55 | 1.03 | | 2004 | 17.60 | 6.44 | 0.00 | 13.87 | | 2003 | 0.41 | 27.87 | 10.58 | 18.55 | | 2002 | -26.34 | -30.50 | -16.91 | 5.19 | | 2001 | -25.72 | 7.12 | -23.56 | 7.31 | | 2000 | N/A | N/A | N/A | -17.93 | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 9 | 47 | 19.15 | | 1-Month | 26 | 47 | 55.32 | | 3-Month | 34 | 47 | 72.34 | | 6-Month | 42 | 47 | 89.36 | | 1-Year | 8 | 40 | 20.00 | | 3-Year | 2 | 33 | 6.06 | | 5-Year | 3 | 32 | 9.38 |
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0.22% Nasdaq 
Performance
