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| Morningstar Return Rating: | Average | | Year to Date Return: | 9.60% | | 5-Year Average Return: | 2.95% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.34% | |
Worst 1-Yr Total Return (2008): | -2.26% | |
Best 3-Yr Total Return (2004-6): | 3.01% | |
Worst 3-Yr Total Return (2006-8): | 1.11% |
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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 | BIFIX | Category | Diff | Index* | Diff | | Year To Date | 9.60 | 9.09 | 0.51 | 6.24 | 3.36 | | 1-Month | 0.73 | 0.68 | 0.05 | 0.49 | 0.24 | | 3-Month | 1.99 | 2.53 | -0.54 | 2.60 | -0.61 | | 1-Year | 14.98 | 9.59 | 5.39 | 13.79 | 1.19 | | 3-Year | 3.00 | 3.61 | -0.61 | 6.35 | -3.35 | | 5-Year | 2.95 | 3.21 | -0.26 | 5.05 | -2.1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.58 | 7.68 | 1.9 | 7.06 | 2.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.56 | 4.17 | 3.39 | 7.94 | -0.38 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BIFIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.26 | -4.23 | 1.97 | | 2007 | | | 1.36 | 4.29 | -2.93 | | 2006 | | | 4.34 | 4.05 | 0.29 | | 2005 | | | 1.92 | 1.45 | 0.47 | | 2004 | | | 2.79 | 1.63 | 1.16 | | 2003 | | | 3.76 | 2.54 | 1.22 | | 2002 | | | 8.04 | 5.47 | 2.57 | | 2001 | | | 7.32 | 7.27 | 0.05 | | 2000 | | | 10.28 | 7.59 | 2.69 | | 1999 | | | N/A | 2.21 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BIFIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.43 | 4.66 | 3.52 | N/A | | 2008 | 1.43 | -1.53 | -3.75 | 1.67 | | 2007 | 1.22 | -0.62 | 0.38 | 0.39 | | 2006 | -0.03 | 0.26 | 2.86 | 1.20 | | 2005 | -0.55 | 1.96 | -0.12 | 0.63 | | 2004 | 1.37 | -1.67 | 2.33 | 0.78 | | 2003 | 1.07 | 1.97 | 0.30 | 0.38 | | 2002 | -0.25 | 3.40 | 3.65 | 1.05 | | 2001 | 3.01 | 0.49 | 4.22 | -0.52 | | 2000 | 1.85 | 1.60 | 2.62 | 3.84 | | 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 | 196 | 419 | 46.78 | | 1-Month | 165 | 435 | 37.93 | | 3-Month | 260 | 434 | 59.91 | | 6-Month | 151 | 420 | 35.95 | | 1-Year | 47 | 419 | 11.22 | | 3-Year | 209 | 360 | 58.06 | | 5-Year | 172 | 305 | 56.39 |
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1.21% Nasdaq 
0.01 (0.11%) 
Performance
