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| Morningstar Return Rating: | Below average | | Year to Date Return: | 13.51% | | 5-Year Average Return: | 2.10% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 5.09% | |
Worst 1-Yr Total Return (2008): | -11.60% | |
Best 3-Yr Total Return (2004-6): | 3.93% | |
Worst 3-Yr Total Return (2006-8): | -1.74% |
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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 | BENDX | Category | Diff | Index* | Diff | | Year To Date | 13.51 | 14.86 | -1.35 | 7.61 | 5.9 | | 1-Month | 1.29 | 1.13 | 0.16 | 1.29 | 0 | | 3-Month | 3.58 | 3.76 | -0.18 | 2.86 | 0.72 | | 1-Year | 15.93 | 18.84 | -2.91 | 11.63 | 4.3 | | 3-Year | 0.70 | 4.58 | -3.88 | 6.40 | -5.7 | | 5-Year | 2.10 | 4.20 | -2.1 | 5.49 | -3.39 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 12.75 | 13.91 | -1.16 | 7.06 | 5.69 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.04 | 6.57 | -6.53 | 7.94 | -7.9 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BENDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -11.60 | -4.70 | -6.90 | | 2007 | | | 2.12 | 4.70 | -2.58 | | 2006 | | | 5.09 | 4.15 | 0.94 | | 2005 | | | 1.94 | 1.80 | 0.14 | | 2004 | | | 4.80 | 3.91 | 0.89 | | 2003 | | | 9.66 | 5.10 | 4.56 | | 2002 | | | 8.29 | 8.04 | 0.25 | | 2001 | | | 7.77 | 7.64 | 0.13 | | 2000 | | | 9.72 | 9.44 | 0.28 | | 1999 | | | -0.40 | -1.35 | 0.95 |
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| PAST QUARTERLY RETURNS (%) FOR
BENDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.60 | 6.50 | 5.11 | N/A | | 2008 | -1.39 | 0.89 | -7.79 | -3.64 | | 2007 | 1.45 | -0.46 | 1.43 | -0.31 | | 2006 | -0.16 | 0.15 | 3.46 | 1.58 | | 2005 | -0.87 | 2.64 | -0.39 | 0.58 | | 2004 | 2.85 | -2.74 | 3.42 | 1.31 | | 2003 | 2.78 | 4.49 | 0.58 | 1.52 | | 2002 | 0.34 | 2.28 | 1.77 | 3.68 | | 2001 | 3.43 | 0.91 | 3.40 | -0.15 | | 2000 | 2.11 | 0.90 | 3.08 | 3.30 | | 1999 | N/A | N/A | N/A | 0.19 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 619 | 1126 | 54.97 | | 1-Month | 934 | 1168 | 79.97 | | 3-Month | 775 | 1158 | 66.93 | | 6-Month | 547 | 1140 | 47.98 | | 1-Year | 555 | 1120 | 49.55 | | 3-Year | 756 | 970 | 77.94 | | 5-Year | 654 | 854 | 76.58 |
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0.51% Nasdaq 
0.04 (0.29%) 
Performance
