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| Morningstar Return Rating: | Low | | Year to Date Return: | 14.25% | | 5-Year Average Return: | 1.08% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 24.10% | |
Worst 1-Yr Total Return (2008): | -43.87% | |
Best 3-Yr Total Return (2004-6): | 16.72% | |
Worst 3-Yr Total Return (2006-8): | -8.31% |
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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 | BBTIX | Category | Diff | Index* | Diff | | Year To Date | 14.25 | 24.47 | -10.22 | 27.36 | -13.11 | | 1-Month | -3.31 | -2.54 | -0.77 | -1.25 | -2.06 | | 3-Month | 4.41 | 5.67 | -1.26 | 8.10 | -3.69 | | 1-Year | 15.31 | 25.04 | -9.73 | 27.71 | -12.4 | | 3-Year | -8.92 | -5.94 | -2.98 | -5.22 | -3.7 | | 5-Year | 1.08 | 4.57 | -3.49 | 5.10 | -4.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.98 | 57.09 | -4.11 | 59.35 | -6.37 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.97 | -14.01 | -6.96 | -14.95 | -6.02 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BBTIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.87 | -43.99 | 0.12 | | 2007 | | | 10.67 | 12.71 | -2.04 | | 2006 | | | 24.10 | 24.77 | -0.67 | | 2005 | | | 9.88 | 14.72 | -4.84 | | 2004 | | | 16.60 | 17.39 | -0.79 | | 2003 | | | 24.38 | 33.58 | -9.20 | | 2002 | | | -18.17 | -16.69 | -1.48 | | 2001 | | | -21.31 | -21.67 | 0.36 | | 2000 | | | -18.50 | -16.34 | -2.16 | | 1999 | | | 38.33 | 40.28 | -1.95 |
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| PAST QUARTERLY RETURNS (%) FOR
BBTIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.93 | 21.29 | 18.71 | N/A | | 2008 | -9.86 | -1.25 | -22.85 | -18.26 | | 2007 | 2.37 | 5.90 | 1.09 | 0.98 | | 2006 | 8.26 | -0.38 | 4.75 | 9.86 | | 2005 | -0.52 | -1.33 | 7.73 | 3.91 | | 2004 | 2.57 | 0.23 | 0.27 | 13.11 | | 2003 | -10.99 | 14.37 | 5.41 | 15.90 | | 2002 | 0.12 | -0.49 | -19.67 | 2.25 | | 2001 | -12.67 | -2.36 | -13.25 | 6.39 | | 2000 | -2.60 | -4.25 | -9.81 | -3.11 | | 1999 | N/A | N/A | N/A | 24.79 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 760 | 827 | 91.90 | | 1-Month | 680 | 850 | 80.00 | | 3-Month | 550 | 847 | 64.94 | | 6-Month | 745 | 838 | 88.90 | | 1-Year | 587 | 803 | 73.10 | | 3-Year | 425 | 600 | 70.83 | | 5-Year | 366 | 466 | 78.54 |
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1.00% Nasdaq 
Performance
