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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.75% | | 5-Year Average Return: | 1.60% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 19.40% | |
Worst 1-Yr Total Return (2008): | -45.87% | |
Best 3-Yr Total Return (2004-6): | 14.78% | |
Worst 3-Yr Total Return (2006-8): | -10.28% |
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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 | FWWRX | Category | Diff | Index* | Diff | | Year To Date | 22.75 | 25.91 | -3.16 | 27.36 | -4.61 | | 1-Month | -1.06 | -2.31 | 1.25 | -1.25 | 0.19 | | 3-Month | 6.55 | 5.52 | 1.03 | 8.10 | -1.55 | | 1-Year | 16.08 | 22.45 | -6.37 | 27.71 | -11.63 | | 3-Year | -8.14 | -5.03 | -3.11 | -5.22 | -2.92 | | 5-Year | 1.60 | 3.41 | -1.81 | 5.10 | -3.5 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.78 | 50.04 | -4.26 | 59.35 | -13.57 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -24.48 | -12.42 | -12.06 | -14.95 | -9.53 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FWWRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.87 | -41.91 | -3.96 | | 2007 | | | 11.74 | 11.28 | 0.46 | | 2006 | | | 19.40 | 19.72 | -0.32 | | 2005 | | | 11.88 | 11.61 | 0.27 | | 2004 | | | 13.19 | 15.27 | -2.08 | | 2003 | | | 37.44 | 34.49 | 2.95 | | 2002 | | | -28.54 | -19.36 | -9.18 | | 2001 | | | -25.02 | -17.51 | -7.51 | | 2000 | | | -21.94 | -9.14 | -12.80 | | 1999 | | | N/A | 41.13 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FWWRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.05 | 16.80 | 16.79 | N/A | | 2008 | -11.48 | -0.29 | -17.80 | -25.39 | | 2007 | 2.17 | 6.08 | 4.63 | -1.46 | | 2006 | 7.62 | -1.58 | 4.69 | 7.67 | | 2005 | -0.84 | 0.08 | 7.83 | 4.56 | | 2004 | 2.84 | 0.08 | -2.60 | 12.90 | | 2003 | -3.91 | 17.39 | 5.67 | 15.31 | | 2002 | -2.62 | -13.74 | -20.67 | 7.24 | | 2001 | -18.86 | 2.19 | -17.46 | 9.55 | | 2000 | 4.57 | -7.86 | -6.27 | -13.56 | | 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 | 559 | 767 | 72.88 | | 1-Month | 658 | 844 | 77.96 | | 3-Month | 531 | 830 | 63.98 | | 6-Month | 456 | 787 | 57.94 | | 1-Year | 492 | 741 | 66.40 | | 3-Year | 348 | 530 | 65.66 | | 5-Year | 254 | 434 | 58.53 |
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