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| Morningstar Return Rating: | Below average | | Year to Date Return: | -2.94% | | 5-Year Average Return: | -2.09% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 21.16% | |
Worst 1-Yr Total Return (2008): | -37.28% | |
Best 3-Yr Total Return (2005-7): | 6.87% | |
Worst 3-Yr Total Return (2007-9): | -11.22% |
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| 1-Year: | 12.19% | | 3-Year: | -12.95% | | 5-Year: | -3.00% | | 10-Year: | 0.18% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BBTGX | Category | Diff | Index* | Diff | | Year To Date | -2.94 | -3.57 | 0.63 | -3.60 | 0.66 | | 1-Month | -2.94 | -3.57 | 0.63 | -3.60 | 0.66 | | 3-Month | 4.61 | 3.99 | 0.62 | 4.16 | 0.45 | | 1-Year | 28.28 | 34.15 | -5.87 | 33.14 | -4.86 | | 3-Year | -12.39 | -7.17 | -5.22 | -7.24 | -5.15 | | 5-Year | -2.09 | 0.19 | -2.28 | 0.18 | -2.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.69 | 46.19 | -5.5 | 45.76 | -5.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.27 | -17.46 | -0.81 | -18.25 | -0.02 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BBTGX | Category | Diff | | 2009 | | | 19.03 | 28.17 | -9.14 | | 2008 | | | -37.28 | -37.79 | 0.51 | | 2007 | | | -6.25 | 6.16 | -12.41 | | 2006 | | | 21.16 | 14.17 | 6.99 | | 2005 | | | 7.47 | 5.88 | 1.59 | | 2004 | | | 12.24 | 10.02 | 2.22 | | 2003 | | | 23.76 | 27.05 | -3.29 | | 2002 | | | -19.72 | -22.25 | 2.53 | | 2001 | | | 0.20 | -13.50 | 13.70 | | 2000 | | | 6.10 | -6.31 | 12.41 |
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| PAST QUARTERLY RETURNS (%) FOR
BBTGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.32 | 9.69 | 17.87 | 4.99 | | 2008 | -9.44 | -8.78 | -4.73 | -20.31 | | 2007 | -1.33 | 6.79 | -0.73 | -10.38 | | 2006 | 5.97 | 0.03 | 6.23 | 7.60 | | 2005 | 0.38 | 1.53 | 3.89 | 1.50 | | 2004 | 1.85 | 1.32 | 0.50 | 8.24 | | 2003 | -5.39 | 15.10 | 0.21 | 13.41 | | 2002 | 3.17 | -10.09 | -19.77 | 7.88 | | 2001 | -4.87 | 5.07 | -6.09 | 6.74 | | 2000 | -0.83 | -1.02 | 5.45 | 2.51 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 340 | 2131 | 15.95 | | 1-Month | 319 | 2131 | 14.97 | | 3-Month | 1408 | 2102 | 66.98 | | 6-Month | 393 | 2071 | 18.98 | | 1-Year | 1270 | 2011 | 63.15 | | 3-Year | 1450 | 1772 | 81.83 | | 5-Year | 1079 | 1376 | 78.42 |
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