|
| Morningstar Return Rating: | Below average | | Year to Date Return: | -0.42% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 22.54% | |
Worst 1-Yr Total Return (2008): | -37.54% | |
Best 3-Yr Total Return (2007-9): | -5.67% | |
Worst 3-Yr Total Return (2007-9): | -5.67% |
|
| 1-Year: | 21.54% | | 3-Year: | -5.67% | | 5-Year: | N/A | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BETCX | Category | Diff | Index* | Diff | | Year To Date | -0.42 | -1.43 | 1.01 | 0.02 | -0.44 | | 1-Month | -0.42 | -1.43 | 1.01 | 0.02 | -0.44 | | 3-Month | 1.95 | 0.66 | 1.29 | 0.07 | 1.88 | | 1-Year | 20.61 | 11.69 | 8.92 | 0.85 | 19.76 | | 3-Year | -6.47 | -2.05 | -4.42 | 3.31 | -9.78 | | 5-Year | N/A | 1.81 | N/A | 3.69 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 25.20 | 14.30 | 10.9 | 0.68 | 24.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.34 | -4.23 | -14.11 | 2.21 | -20.55 |
|
| | * Index means [
ML USD LIBOR 3 Mon CM
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BETCX | Category | Diff | | 2009 | | | 22.54 | 10.46 | 12.08 | | 2008 | | | -37.54 | -15.40 | -22.14 | | 2007 | | | 9.68 | 4.42 | 5.26 | | 2006 | | | N/A | 7.23 | N/A | | 2005 | | | N/A | 4.77 | N/A | | 2004 | | | N/A | 5.06 | N/A | | 2003 | | | N/A | 8.46 | N/A | | 2002 | | | N/A | 2.05 | N/A | | 2001 | | | N/A | 5.37 | N/A | | 2000 | | | N/A | 9.57 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
BETCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.55 | 10.53 | 11.79 | 0.75 | | 2008 | -8.97 | 1.42 | -15.57 | -19.87 | | 2007 | 4.78 | 5.57 | 1.30 | -2.12 | | 2006 | N/A | N/A | N/A | 5.43 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 90 | 274 | 32.85 | | 1-Month | 145 | 274 | 52.92 | | 3-Month | 69 | 248 | 27.82 | | 6-Month | 25 | 231 | 10.82 | | 1-Year | 39 | 201 | 19.40 | | 3-Year | 82 | 120 | 68.33 | | 5-Year | | 66 | N/A |
|
|
|
|
|
1.52% Nasdaq 0.00%
Performance
