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| Morningstar Return Rating: | Low | | Year to Date Return: | 30.47% | | 5-Year Average Return: | -0.67% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.40% | |
Worst 1-Yr Total Return (2008): | -38.83% | |
Best 3-Yr Total Return (2005-7): | 5.63% | |
Worst 3-Yr Total Return (2006-8): | -11.63% |
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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 | BBLRX | Category | Diff | Index* | Diff | | Year To Date | 30.47 | 22.21 | 8.26 | N/A | N/A | | 1-Month | 4.14 | 3.58 | 0.56 | N/A | N/A | | 3-Month | 2.94 | 5.74 | -2.8 | N/A | N/A | | 1-Year | 33.42 | 26.14 | 7.28 | N/A | N/A | | 3-Year | -6.01 | -2.18 | -3.83 | N/A | N/A | | 5-Year | -0.67 | 2.20 | -2.87 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.32 | 33.99 | 18.33 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.88 | -9.13 | -3.75 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BBLRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.83 | -28.00 | -10.83 | | 2007 | | | 2.20 | 5.99 | -3.79 | | 2006 | | | 10.40 | 11.29 | -0.89 | | 2005 | | | 4.47 | 5.13 | -0.66 | | 2004 | | | N/A | 8.86 | N/A | | 2003 | | | N/A | 20.35 | N/A | | 2002 | | | N/A | -12.02 | N/A | | 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
BBLRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.34 | 19.93 | 17.15 | N/A | | 2008 | -8.49 | -3.93 | -12.00 | -20.94 | | 2007 | 1.08 | 4.65 | -1.49 | -1.93 | | 2006 | 3.48 | -2.37 | 3.89 | 5.19 | | 2005 | -1.09 | 1.45 | 1.02 | 3.06 | | 2004 | N/A | N/A | -3.08 | 6.94 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 59 | 1184 | 4.98 | | 1-Month | 172 | 1233 | 13.95 | | 3-Month | 1118 | 1229 | 90.97 | | 6-Month | 72 | 1208 | 5.96 | | 1-Year | 72 | 1183 | 6.09 | | 3-Year | 719 | 932 | 77.15 | | 5-Year | 608 | 784 | 77.55 |
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0.02% Nasdaq 0.00%
Performance
