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| Morningstar Return Rating: | Above average | | Year to Date Return: | 20.97% | | 5-Year Average Return: | 3.09% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.78% | |
Worst 1-Yr Total Return (2008): | -29.16% | |
Best 3-Yr Total Return (2004-6): | 9.50% | |
Worst 3-Yr Total Return (2006-8): | -4.78% |
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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 | FPURX | Category | Diff | Index* | Diff | | Year To Date | 20.97 | 19.57 | 1.4 | N/A | N/A | | 1-Month | 3.25 | 3.43 | -0.18 | N/A | N/A | | 3-Month | 12.31 | 12.20 | 0.11 | N/A | N/A | | 1-Year | 2.23 | 1.38 | 0.85 | N/A | N/A | | 3-Year | -1.34 | -1.56 | 0.22 | N/A | N/A | | 5-Year | 3.09 | 2.56 | 0.53 | N/A | N/A | | Last Bull Market (
31-May-06
to 30-Jun-07) | 16.01 | 13.47 | 2.54 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.76 | -8.40 | -0.36 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FPURX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.16 | -28.00 | -1.16 | | 2007 | | | 6.17 | 5.99 | 0.18 | | 2006 | | | 14.78 | 11.29 | 3.49 | | 2005 | | | 4.67 | 5.13 | -0.46 | | 2004 | | | 9.28 | 8.86 | 0.42 | | 2003 | | | 22.20 | 20.35 | 1.85 | | 2002 | | | -7.91 | -12.02 | 4.11 | | 2001 | | | -1.05 | -5.05 | 4.00 | | 2000 | | | 7.77 | 1.82 | 5.95 | | 1999 | | | 2.86 | 10.71 | -7.85 |
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| PAST QUARTERLY RETURNS (%) FOR
FPURX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.52 | 12.81 | 12.31 | N/A | | 2008 | -7.51 | -0.30 | -9.09 | -15.49 | | 2007 | 1.25 | 4.58 | 1.43 | -1.14 | | 2006 | 3.36 | -0.10 | 5.31 | 5.55 | | 2005 | -1.37 | 1.24 | 2.60 | 2.17 | | 2004 | 2.10 | 0.38 | 0.11 | 6.51 | | 2003 | -3.16 | 12.31 | 1.99 | 10.17 | | 2002 | 2.21 | -5.59 | -10.74 | 6.92 | | 2001 | -3.32 | 3.64 | -6.80 | 5.96 | | 2000 | -0.07 | 0.58 | 4.39 | 2.72 | | 1999 | N/A | N/A | N/A | 3.87 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 462 | 1218 | 37.93 | | 1-Month | 569 | 1265 | 44.98 | | 3-Month | 585 | 1245 | 46.99 | | 6-Month | 671 | 1221 | 54.95 | | 1-Year | 450 | 1208 | 37.25 | | 3-Year | 354 | 956 | 37.03 | | 5-Year | 240 | 795 | 30.19 |
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2.03% Nasdaq 0.00%
Performance
