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| Morningstar Return Rating: | Average | | Year to Date Return: | 38.87% | | 5-Year Average Return: | 4.33% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 13.36% | |
Worst 1-Yr Total Return (2008): | -23.23% | |
Best 3-Yr Total Return (2004-6): | 7.96% | |
Worst 3-Yr Total Return (2006-8): | -5.15% |
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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 | BIHYX | Category | Diff | Index* | Diff | | Year To Date | 38.87 | 40.95 | -2.08 | 6.24 | 32.63 | | 1-Month | 1.82 | 1.53 | 0.29 | 0.49 | 1.33 | | 3-Month | 9.16 | 8.19 | 0.97 | 2.60 | 6.56 | | 1-Year | 35.85 | 35.58 | 0.27 | 13.79 | 22.06 | | 3-Year | 2.91 | 2.61 | 0.3 | 6.35 | -3.44 | | 5-Year | 4.33 | 4.05 | 0.28 | 5.05 | -0.72 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.67 | 34.85 | 2.82 | 7.06 | 30.61 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.96 | 0.91 | 0.05 | 7.94 | -6.98 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BIHYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -23.23 | -26.41 | 3.18 | | 2007 | | | 0.83 | 1.47 | -0.64 | | 2006 | | | 10.25 | 10.14 | 0.11 | | 2005 | | | 0.67 | 2.59 | -1.92 | | 2004 | | | 13.36 | 9.99 | 3.37 | | 2003 | | | 23.16 | 24.36 | -1.20 | | 2002 | | | -0.79 | -1.52 | 0.73 | | 2001 | | | 4.14 | 2.39 | 1.75 | | 2000 | | | -5.18 | -7.12 | 1.94 | | 1999 | | | 4.85 | 5.05 | -0.20 |
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| PAST QUARTERLY RETURNS (%) FOR
BIHYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.03 | 19.58 | 14.09 | N/A | | 2008 | -3.62 | 2.19 | -6.66 | -16.49 | | 2007 | 2.11 | 0.55 | 0.24 | -2.03 | | 2006 | 3.78 | 0.08 | 3.23 | 2.82 | | 2005 | -1.12 | 0.99 | 1.04 | -0.22 | | 2004 | 2.83 | 0.21 | 4.17 | 5.61 | | 2003 | 5.63 | 6.66 | 3.12 | 6.01 | | 2002 | -0.27 | -5.08 | -0.74 | 5.58 | | 2001 | 4.46 | -2.71 | -4.56 | 7.36 | | 2000 | -3.85 | 2.09 | 0.98 | -4.34 | | 1999 | N/A | N/A | N/A | 2.82 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 344 | 547 | 62.89 | | 1-Month | 155 | 577 | 26.86 | | 3-Month | 154 | 573 | 26.88 | | 6-Month | 221 | 553 | 39.96 | | 1-Year | 261 | 546 | 47.80 | | 3-Year | 191 | 471 | 40.55 | | 5-Year | 191 | 401 | 47.63 |
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