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| Morningstar Return Rating: | Average | | Year to Date Return: | 5.75% | | 5-Year Average Return: | 4.37% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.72% | |
Worst 1-Yr Total Return (2005): | 1.23% | |
Best 3-Yr Total Return (2006-8): | 4.93% | |
Worst 3-Yr Total Return (2004-6): | 2.64% |
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| 1-Year: | 6.89% | | 3-Year: | 5.14% | | 5-Year: | 4.03% | | 10-Year: | 5.08% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BIATX | Category | Diff | Index* | Diff | | Year To Date | 5.75 | 13.54 | -7.79 | 6.24 | -0.49 | | 1-Month | 0.56 | 0.89 | -0.33 | 0.49 | 0.07 | | 3-Month | 2.27 | 4.14 | -1.87 | 2.60 | -0.33 | | 1-Year | 11.15 | 17.86 | -6.71 | 13.79 | -2.64 | | 3-Year | 5.73 | 4.54 | 1.19 | 6.35 | -0.62 | | 5-Year | 4.37 | 3.85 | 0.52 | 5.05 | -0.68 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 5.23 | 13.81 | -8.58 | 7.06 | -1.83 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.40 | 6.49 | -1.09 | 7.94 | -2.54 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BIATX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 4.29 | -4.70 | 8.99 | | 2007 | | | 6.72 | 4.70 | 2.02 | | 2006 | | | 3.79 | 4.15 | -0.36 | | 2005 | | | 1.23 | 1.80 | -0.57 | | 2004 | | | 2.90 | 3.91 | -1.01 | | 2003 | | | 3.59 | 5.10 | -1.51 | | 2002 | | | 7.24 | 8.04 | -0.80 | | 2001 | | | 8.03 | 7.64 | 0.39 | | 2000 | | | 9.68 | 9.44 | 0.24 | | 1999 | | | 0.70 | -1.35 | 2.05 |
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| PAST QUARTERLY RETURNS (%) FOR
BIATX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.40 | 0.93 | 2.75 | N/A | | 2008 | 3.13 | -0.81 | -1.20 | 3.20 | | 2007 | 1.55 | -0.40 | 2.58 | 2.87 | | 2006 | -0.14 | 0.12 | 2.98 | 0.81 | | 2005 | -0.46 | 1.75 | -0.18 | 0.13 | | 2004 | 1.94 | -1.87 | 2.26 | 0.59 | | 2003 | 1.23 | 1.58 | 0.26 | 0.48 | | 2002 | -0.30 | 1.94 | 4.06 | 1.39 | | 2001 | 3.03 | 0.77 | 4.07 | -0.01 | | 2000 | 1.62 | 1.42 | 2.93 | 3.39 | | 1999 | N/A | N/A | N/A | 0.00 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1021 | 1122 | 91.00 | | 1-Month | 733 | 1164 | 62.97 | | 3-Month | 934 | 1154 | 80.94 | | 6-Month | 1076 | 1133 | 94.97 | | 1-Year | 842 | 1113 | 75.65 | | 3-Year | 291 | 957 | 30.41 | | 5-Year | 319 | 845 | 37.75 |
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0.05% Nasdaq 
0.30%
Performance
