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| Morningstar Return Rating: | Average | | Year to Date Return: | 2.47% | | 5-Year Average Return: | 3.70% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.91% | |
Worst 1-Yr Total Return (2004): | 0.98% | |
Best 3-Yr Total Return (2006-8): | 4.93% | |
Worst 3-Yr Total Return (2004-6): | 2.08% |
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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 | BBSGX | Category | Diff | Index* | Diff | | Year To Date | 2.47 | 3.42 | -0.95 | 6.24 | -3.77 | | 1-Month | 0.21 | 0.37 | -0.16 | 0.49 | -0.28 | | 3-Month | 1.02 | 1.41 | -0.39 | 2.60 | -1.58 | | 1-Year | 5.21 | 6.18 | -0.97 | 13.79 | -8.58 | | 3-Year | 4.64 | 4.97 | -0.33 | 6.35 | -1.71 | | 5-Year | 3.70 | 3.80 | -0.1 | 5.05 | -1.35 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 1.87 | 2.96 | -1.09 | 7.06 | -5.19 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.98 | 5.15 | -0.17 | 7.94 | -2.96 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BBSGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 5.01 | 4.80 | 0.21 | | 2007 | | | 5.91 | 5.87 | 0.04 | | 2006 | | | 3.86 | 3.67 | 0.19 | | 2005 | | | 1.44 | 1.26 | 0.18 | | 2004 | | | 0.98 | 1.46 | -0.48 | | 2003 | | | 1.23 | 1.45 | -0.22 | | 2002 | | | 5.90 | 6.85 | -0.95 | | 2001 | | | 6.77 | 7.26 | -0.49 | | 2000 | | | 8.42 | 8.30 | 0.12 | | 1999 | | | 1.41 | 1.49 | -0.08 |
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| PAST QUARTERLY RETURNS (%) FOR
BBSGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.77 | 0.46 | 1.01 | N/A | | 2008 | 2.16 | -0.30 | 0.54 | 2.55 | | 2007 | 1.33 | 0.42 | 2.14 | 1.90 | | 2006 | 0.34 | 0.47 | 2.07 | 0.94 | | 2005 | -0.23 | 1.03 | 0.16 | 0.47 | | 2004 | 1.04 | -1.32 | 1.03 | 0.25 | | 2003 | 0.60 | 0.76 | -0.36 | 0.22 | | 2002 | 0.39 | 2.30 | 2.34 | 0.76 | | 2001 | 2.49 | 0.94 | 3.04 | 0.16 | | 2000 | 0.96 | 1.58 | 2.46 | 3.18 | | 1999 | N/A | N/A | N/A | 0.51 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 90 | 159 | 56.60 | | 1-Month | 118 | 163 | 72.39 | | 3-Month | 113 | 162 | 69.75 | | 6-Month | 96 | 161 | 59.63 | | 1-Year | 84 | 157 | 53.50 | | 3-Year | 84 | 150 | 56.00 | | 5-Year | 72 | 145 | 49.66 |
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