|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 9.14% | | 5-Year Average Return: | 5.47% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2006): | 5.38% | |
Worst 1-Yr Total Return (2005): | 2.41% | |
Best 3-Yr Total Return (2006-8): | 4.95% | |
Worst 3-Yr Total Return (2004-6): | 4.18% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BBPAX | Category | Diff | Index* | Diff | | Year To Date | 9.14 | 14.86 | -5.72 | 7.61 | 1.53 | | 1-Month | 1.39 | 1.13 | 0.26 | 1.29 | 0.1 | | 3-Month | 3.19 | 3.76 | -0.57 | 2.86 | 0.33 | | 1-Year | 12.61 | 18.84 | -6.23 | 11.63 | 0.98 | | 3-Year | 6.18 | 4.58 | 1.6 | 6.40 | -0.22 | | 5-Year | 5.47 | 4.20 | 1.27 | 5.49 | -0.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.02 | 13.91 | -5.89 | 7.06 | 0.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.41 | 6.57 | 2.84 | 7.94 | 1.47 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BBPAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 4.57 | -4.70 | 9.27 | | 2007 | | | 4.91 | 4.70 | 0.21 | | 2006 | | | 5.38 | 4.15 | 1.23 | | 2005 | | | 2.41 | 1.80 | 0.61 | | 2004 | | | 4.77 | 3.91 | 0.86 | | 2003 | | | 5.64 | 5.10 | 0.54 | | 2002 | | | 8.03 | 8.04 | -0.01 | | 2001 | | | 6.16 | 7.64 | -1.48 | | 2000 | | | 11.35 | 9.44 | 1.91 | | 1999 | | | -2.40 | -1.35 | -1.05 |
|
| PAST QUARTERLY RETURNS (%) FOR
BBPAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.62 | 2.58 | 3.65 | N/A | | 2008 | 1.74 | -1.41 | -0.09 | 4.35 | | 2007 | 1.52 | -0.63 | 1.38 | 2.58 | | 2006 | -0.32 | -0.42 | 3.84 | 2.24 | | 2005 | -0.86 | 3.24 | -0.64 | 0.70 | | 2004 | 2.46 | -2.43 | 3.33 | 1.42 | | 2003 | 1.60 | 3.11 | -0.11 | 0.94 | | 2002 | -0.10 | 2.60 | 3.86 | 1.47 | | 2001 | 2.58 | 0.56 | 3.74 | -0.80 | | 2000 | 2.28 | 1.32 | 3.11 | 4.21 | | 1999 | N/A | N/A | N/A | -0.51 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 900 | 1126 | 79.93 | | 1-Month | 642 | 1168 | 54.97 | | 3-Month | 775 | 1158 | 66.93 | | 6-Month | 957 | 1140 | 83.95 | | 1-Year | 792 | 1120 | 70.71 | | 3-Year | 248 | 970 | 25.57 | | 5-Year | 156 | 854 | 18.27 |
|
|
|
|
|
0.26% Nasdaq 
0.02 (0.10%) 
Performance
