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Ibbotson Balanced ETF Asset Allc II (BETFX)On Dec 30: 9.23   0.00 (0.00%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:
Year to Date Return:18.50%
5-Year Average Return:N/A
Number of Years Up:0
Number of Years Down:1
Best 1-Yr Total Return (2008):-24.05%
Worst 1-Yr Total Return (2008):-24.05%
Best 3-Yr Total Return (N/A):N/A
Worst 3-Yr Total Return (N/A):N/A
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnBETFXCategoryDiffIndex*Diff
Year To Date18.5022.21-3.71N/AN/A
1-Month3.623.580.04N/AN/A
3-Month5.175.74-0.57N/AN/A
1-Year23.6026.14-2.54N/AN/A
3-YearN/A-2.18N/AN/AN/A
5-YearN/A2.20N/AN/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)33.1433.99-0.85N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-8.39-9.130.74N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearBETFXCategoryDiff
2009N/AN/AN/A
2008
 
-24.05-28.003.95
2007N/A5.99N/A
2006N/A11.29N/A
2005N/A5.13N/A
2004N/A8.86N/A
2003N/A20.35N/A
2002N/A-12.02N/A
2001N/A-5.05N/A
2000N/A1.82N/A
1999N/A10.71N/A
PAST QUARTERLY RETURNS (%) FOR BETFX 
Q1Q2Q3Q4
2009-7.8912.7811.58N/A
2008-4.22-1.43-7.38-13.14
2007N/AN/A2.09-0.88
2006N/AN/AN/AN/A
2005N/AN/AN/AN/A
2004N/AN/AN/AN/A
2003N/AN/AN/AN/A
2002N/AN/AN/AN/A
2001N/AN/AN/AN/A
2000N/AN/AN/AN/A
1999N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date935118478.97
1-Month900123372.99
3-Month995122980.96
6-Month845120869.95
1-Year737118362.30
3-Year932N/A
5-Year784N/A

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