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| Morningstar Return Rating: | Above average | | Year to Date Return: | 11.54% | | 5-Year Average Return: | 5.22% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 6.22% | |
Worst 1-Yr Total Return (2005): | 1.80% | |
Best 3-Yr Total Return (2006-8): | 4.33% | |
Worst 3-Yr Total Return (2004-6): | 3.37% |
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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 | BIBTX | Category | Diff | Index* | Diff | | Year To Date | 11.54 | 13.54 | -2 | 6.24 | 5.3 | | 1-Month | 0.85 | 0.89 | -0.04 | 0.49 | 0.36 | | 3-Month | 3.47 | 4.14 | -0.67 | 2.60 | 0.87 | | 1-Year | 18.44 | 17.86 | 0.58 | 13.79 | 4.65 | | 3-Year | 7.01 | 4.54 | 2.47 | 6.35 | 0.66 | | 5-Year | 5.22 | 3.85 | 1.37 | 5.05 | 0.17 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 11.62 | 13.81 | -2.19 | 7.06 | 4.56 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.09 | 6.49 | 3.6 | 7.94 | 2.15 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BIBTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 2.49 | -4.70 | 7.19 | | 2007 | | | 6.22 | 4.70 | 1.52 | | 2006 | | | 4.32 | 4.15 | 0.17 | | 2005 | | | 1.80 | 1.80 | 0.00 | | 2004 | | | 4.01 | 3.91 | 0.10 | | 2003 | | | 7.01 | 5.10 | 1.91 | | 2002 | | | 7.88 | 8.04 | -0.16 | | 2001 | | | 7.23 | 7.64 | -0.41 | | 2000 | | | 10.50 | 9.44 | 1.06 | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BIBTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.80 | 3.14 | 6.38 | N/A | | 2008 | 2.16 | -1.49 | -1.36 | 3.24 | | 2007 | 1.46 | -1.12 | 2.82 | 2.98 | | 2006 | -0.66 | -0.24 | 3.69 | 1.52 | | 2005 | -0.67 | 2.56 | -0.61 | 0.54 | | 2004 | 2.98 | -3.22 | 3.47 | 0.87 | | 2003 | 2.41 | 4.34 | -0.20 | 0.35 | | 2002 | -1.34 | 2.26 | 4.67 | 2.16 | | 2001 | 2.98 | 0.19 | 4.34 | -0.39 | | 2000 | 1.37 | 1.15 | 3.27 | 4.36 | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 650 | 1122 | 57.93 | | 1-Month | 582 | 1164 | 50.00 | | 3-Month | 727 | 1154 | 63.00 | | 6-Month | 657 | 1133 | 57.99 | | 1-Year | 457 | 1113 | 41.06 | | 3-Year | 100 | 957 | 10.45 | | 5-Year | 101 | 845 | 11.95 |
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