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| Morningstar Return Rating: | Average | | Year to Date Return: | 11.95% | | 5-Year Average Return: | 3.96% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 10.80% | |
Worst 1-Yr Total Return (2005): | -9.84% | |
Best 3-Yr Total Return (2006-8): | 5.77% | |
Worst 3-Yr Total Return (2005-7): | 1.38% |
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| 1-Year: | 9.53% | | 3-Year: | 5.73% | | 5-Year: | 4.04% | | 10-Year: | 6.06% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BIIAX | Category | Diff | Index* | Diff | | Year To Date | 11.95 | 16.41 | -4.46 | 7.61 | 4.34 | | 1-Month | 3.61 | 2.04 | 1.57 | 1.29 | 2.32 | | 3-Month | 6.63 | 5.59 | 1.04 | 2.86 | 3.77 | | 1-Year | 21.95 | 24.00 | -2.05 | 11.63 | 10.32 | | 3-Year | 7.02 | 6.78 | 0.24 | 6.40 | 0.62 | | 5-Year | 3.96 | 4.92 | -0.96 | 5.49 | -1.53 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 17.86 | 18.89 | -1.03 | 7.06 | 10.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.61 | 7.91 | -0.3 | 7.94 | -0.33 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BIIAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 2.41 | -1.57 | 3.98 | | 2007 | | | 9.11 | 7.28 | 1.83 | | 2006 | | | 5.91 | 5.42 | 0.49 | | 2005 | | | -9.84 | -3.33 | -6.51 | | 2004 | | | 10.80 | 8.98 | 1.82 | | 2003 | | | 15.52 | 13.79 | 1.73 | | 2002 | | | 6.52 | 14.10 | -7.58 | | 2001 | | | 7.50 | 1.95 | 5.55 | | 2000 | | | 11.17 | 3.21 | 7.96 | | 1999 | | | 0.01 | -2.86 | 2.87 |
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| PAST QUARTERLY RETURNS (%) FOR
BIIAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.12 | 6.22 | 8.27 | N/A | | 2008 | 8.77 | -5.13 | -6.09 | 5.67 | | 2007 | 0.75 | -2.34 | 7.87 | 2.81 | | 2006 | 0.05 | 3.77 | -0.05 | 2.06 | | 2005 | -3.26 | -3.46 | -0.74 | -2.74 | | 2004 | 1.05 | -3.17 | 2.71 | 10.26 | | 2003 | 2.08 | 3.91 | 2.54 | 6.22 | | 2002 | -0.56 | 2.55 | 2.83 | 1.58 | | 2001 | 3.41 | 0.78 | 2.83 | 0.32 | | 2000 | 1.97 | 2.52 | 1.94 | 4.31 | | 1999 | N/A | N/A | N/A | -0.03 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 233 | 275 | 84.73 | | 1-Month | 222 | 300 | 74.00 | | 3-Month | 266 | 290 | 91.72 | | 6-Month | 94 | 286 | 32.87 | | 1-Year | 172 | 263 | 65.40 | | 3-Year | 87 | 189 | 46.03 | | 5-Year | 118 | 163 | 72.39 |
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0.20% Nasdaq 
Performance
