|
| Morningstar Return Rating: | Average | | Year to Date Return: | 11.36% | | 5-Year Average Return: | 4.58% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 6.24% | |
Worst 1-Yr Total Return (2008): | -0.91% | |
Best 3-Yr Total Return (2005-7): | 4.22% | |
Worst 3-Yr Total Return (2006-8): | 3.30% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BIMIX | Category | Diff | Index* | Diff | | Year To Date | 11.36 | 13.54 | -2.18 | 6.24 | 5.12 | | 1-Month | 0.67 | 0.89 | -0.22 | 0.49 | 0.18 | | 3-Month | 4.22 | 4.14 | 0.08 | 2.60 | 1.62 | | 1-Year | 15.36 | 17.86 | -2.5 | 13.79 | 1.57 | | 3-Year | 5.68 | 4.54 | 1.14 | 6.35 | -0.67 | | 5-Year | 4.58 | 3.85 | 0.73 | 5.05 | -0.47 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.74 | 13.81 | -3.07 | 7.06 | 3.68 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.72 | 6.49 | 0.23 | 7.94 | -1.22 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BIMIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.91 | -4.70 | 3.79 | | 2007 | | | 6.24 | 4.70 | 1.54 | | 2006 | | | 4.69 | 4.15 | 0.54 | | 2005 | | | 1.77 | 1.80 | -0.03 | | 2004 | | | 3.92 | 3.91 | 0.01 | | 2003 | | | 5.89 | 5.10 | 0.79 | | 2002 | | | 8.03 | 8.04 | -0.01 | | 2001 | | | 6.69 | 7.64 | -0.95 | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
BIMIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.63 | 3.61 | 5.04 | N/A | | 2008 | 1.48 | -1.10 | -2.08 | 0.83 | | 2007 | 1.70 | -0.13 | 2.38 | 2.17 | | 2006 | -0.24 | 0.29 | 3.30 | 1.29 | | 2005 | -0.88 | 2.64 | -0.52 | 0.56 | | 2004 | 2.72 | -2.50 | 2.80 | 0.93 | | 2003 | 1.45 | 3.65 | 0.21 | 0.49 | | 2002 | -0.01 | 3.21 | 3.50 | 1.14 | | 2001 | 3.36 | 0.58 | 3.71 | -1.04 | | 2000 | N/A | N/A | N/A | 6.65 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 639 | 1122 | 56.95 | | 1-Month | 582 | 1164 | 50.00 | | 3-Month | 380 | 1154 | 32.93 | | 6-Month | 691 | 1133 | 60.99 | | 1-Year | 549 | 1113 | 49.33 | | 3-Year | 299 | 957 | 31.24 | | 5-Year | 252 | 845 | 29.82 |
|
|
|
|
|
1.00% Nasdaq 
0.03 (0.28%) 
Performance
