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| Morningstar Return Rating: | Above average | | Year to Date Return: | 19.23% | | 5-Year Average Return: | 5.66% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.77% | |
Worst 1-Yr Total Return (2008): | -21.65% | |
Best 3-Yr Total Return (2005-7): | 11.04% | |
Worst 3-Yr Total Return (2006-8): | -0.23% |
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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 | BBTEX | Category | Diff | Index* | Diff | | Year To Date | 19.23 | 25.10 | -5.87 | 24.07 | -4.84 | | 1-Month | 3.94 | 5.28 | -1.34 | 6.00 | -2.06 | | 3-Month | 7.83 | 7.01 | 0.82 | 7.91 | -0.08 | | 1-Year | 22.12 | 28.01 | -5.89 | 25.39 | -3.27 | | 3-Year | 1.80 | -5.87 | 7.67 | -5.79 | 7.59 | | 5-Year | 5.66 | 0.64 | 5.02 | 0.71 | 4.95 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.27 | 46.08 | -4.81 | 45.76 | -4.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.85 | -17.41 | 5.56 | -18.25 | 6.4 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BBTEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.65 | -37.79 | 16.14 | | 2007 | | | 12.40 | 6.16 | 6.24 | | 2006 | | | 12.77 | 14.17 | -1.40 | | 2005 | | | 8.00 | 5.88 | 2.12 | | 2004 | | | 7.22 | 10.02 | -2.80 | | 2003 | | | 20.34 | 27.05 | -6.71 | | 2002 | | | -23.86 | -22.25 | -1.61 | | 2001 | | | -17.76 | -13.50 | -4.26 | | 2000 | | | -13.00 | -6.31 | -6.69 | | 1999 | | | 25.11 | 20.16 | 4.95 |
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| PAST QUARTERLY RETURNS (%) FOR
BBTEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.83 | 13.09 | 16.20 | N/A | | 2008 | -4.10 | 0.93 | -2.39 | -17.07 | | 2007 | 1.34 | 7.69 | 1.38 | 1.60 | | 2006 | 4.52 | -2.16 | 4.23 | 5.81 | | 2005 | -2.23 | 3.74 | 5.91 | 0.55 | | 2004 | 0.76 | -0.97 | 0.11 | 7.33 | | 2003 | -3.76 | 15.50 | 0.58 | 7.64 | | 2002 | -2.17 | -13.81 | -18.48 | 10.77 | | 2001 | -12.65 | 4.55 | -18.74 | 10.82 | | 2000 | 2.74 | -4.58 | -2.43 | -9.05 | | 1999 | N/A | N/A | N/A | 18.06 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1697 | 2021 | 83.97 | | 1-Month | 1838 | 2113 | 86.99 | | 3-Month | 1442 | 2091 | 68.96 | | 6-Month | 350 | 2064 | 16.96 | | 1-Year | 1448 | 2011 | 72.00 | | 3-Year | 4 | 1707 | 0.23 | | 5-Year | 4 | 1360 | 0.29 |
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0.12% Nasdaq 
Performance
