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| Morningstar Return Rating: | Below average | | Year to Date Return: | 10.71% | | 5-Year Average Return: | -1.70% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 21.46% | |
Worst 1-Yr Total Return (2008): | -37.14% | |
Best 3-Yr Total Return (2004-6): | 13.77% | |
Worst 3-Yr Total Return (2006-8): | -10.46% |
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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 | BBISX | Category | Diff | Index* | Diff | | Year To Date | 10.71 | 15.79 | -5.08 | 17.05 | -6.34 | | 1-Month | -2.57 | -2.21 | -0.36 | -1.86 | -0.71 | | 3-Month | 5.50 | 5.62 | -0.12 | 5.48 | 0.02 | | 1-Year | 3.60 | 9.52 | -5.92 | 9.80 | -6.2 | | 3-Year | -12.10 | -8.36 | -3.74 | -7.02 | -5.08 | | 5-Year | -1.70 | 0.18 | -1.88 | 0.33 | -2.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.86 | 46.84 | -5.98 | 45.76 | -4.9 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.04 | -16.40 | -1.64 | -18.25 | 0.21 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BBISX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.14 | -37.09 | -0.05 | | 2007 | | | -5.97 | 1.42 | -7.39 | | 2006 | | | 21.46 | 18.15 | 3.31 | | 2005 | | | 7.71 | 5.95 | 1.76 | | 2004 | | | 12.56 | 12.97 | -0.41 | | 2003 | | | 24.02 | 28.44 | -4.42 | | 2002 | | | -19.53 | -18.69 | -0.84 | | 2001 | | | 0.45 | -4.99 | 5.44 | | 2000 | | | 6.35 | 7.87 | -1.52 | | 1999 | | | -2.18 | 6.72 | -8.90 |
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| PAST QUARTERLY RETURNS (%) FOR
BBISX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.32 | 9.98 | 17.83 | N/A | | 2008 | -9.42 | -8.68 | -4.66 | -20.29 | | 2007 | -1.21 | 6.81 | -0.61 | -10.34 | | 2006 | 6.08 | 0.04 | 6.33 | 7.64 | | 2005 | 0.49 | 1.54 | 3.94 | 1.55 | | 2004 | 1.90 | 1.38 | 0.56 | 8.35 | | 2003 | -5.39 | 15.15 | 0.34 | 13.45 | | 2002 | 3.22 | -10.06 | -19.69 | 7.93 | | 2001 | -4.85 | 5.19 | -6.08 | 6.86 | | 2000 | -0.82 | -0.96 | 5.50 | 2.62 | | 1999 | N/A | N/A | N/A | 2.22 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 881 | 1335 | 65.99 | | 1-Month | 537 | 1379 | 38.94 | | 3-Month | 191 | 1368 | 13.96 | | 6-Month | 1265 | 1346 | 93.98 | | 1-Year | 794 | 1318 | 60.24 | | 3-Year | 834 | 1124 | 74.20 | | 5-Year | 643 | 934 | 68.84 |
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0.01% Nasdaq 0.00%
0.02 (0.19%) 
Performance
