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| Morningstar Return Rating: | Low | | Year to Date Return: | 24.73% | | 5-Year Average Return: | -1.31% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.86% | |
Worst 1-Yr Total Return (2008): | -39.14% | |
Best 3-Yr Total Return (2004-6): | 6.65% | |
Worst 3-Yr Total Return (2006-8): | -12.07% |
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| 1-Year: | -3.62% | | 3-Year: | -6.78% | | 5-Year: | -0.99% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BBLBX | Category | Diff | Index* | Diff | | Year To Date | 24.73 | 18.16 | 6.57 | N/A | N/A | | 1-Month | -2.72 | -1.24 | -1.48 | N/A | N/A | | 3-Month | 5.52 | 4.71 | 0.81 | N/A | N/A | | 1-Year | 17.68 | 15.73 | 1.95 | N/A | N/A | | 3-Year | -7.42 | -2.66 | -4.76 | N/A | N/A | | 5-Year | -1.31 | 2.10 | -3.41 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.69 | 33.32 | 18.37 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.36 | -8.51 | -4.85 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BBLBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.14 | -28.00 | -11.14 | | 2007 | | | 1.68 | 5.99 | -4.31 | | 2006 | | | 9.86 | 11.29 | -1.43 | | 2005 | | | 4.04 | 5.13 | -1.09 | | 2004 | | | 6.12 | 8.86 | -2.74 | | 2003 | | | 21.64 | 20.35 | 1.29 | | 2002 | | | -11.56 | -12.02 | 0.46 | | 2001 | | | N/A | -5.05 | N/A | | 2000 | | | N/A | 1.82 | N/A | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BBLBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.46 | 19.81 | 16.91 | N/A | | 2008 | -8.62 | -4.07 | -12.14 | -20.98 | | 2007 | 0.96 | 4.53 | -1.62 | -2.06 | | 2006 | 3.36 | -2.50 | 3.77 | 5.06 | | 2005 | -1.22 | 1.42 | 0.89 | 2.94 | | 2004 | 2.79 | -0.06 | -3.29 | 6.82 | | 2003 | -4.65 | 14.36 | 2.43 | 8.91 | | 2002 | 2.00 | -7.03 | -11.86 | 5.80 | | 2001 | N/A | N/A | N/A | 7.76 | | 2000 | N/A | N/A | N/A | N/A | | 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 | 72 | 1211 | 5.95 | | 1-Month | 1132 | 1258 | 89.98 | | 3-Month | 276 | 1256 | 21.97 | | 6-Month | 280 | 1220 | 22.95 | | 1-Year | 87 | 1204 | 7.23 | | 3-Year | 698 | 950 | 73.47 | | 5-Year | 603 | 796 | 75.75 |
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