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| Morningstar Return Rating: | Average | | Year to Date Return: | 11.17% | | 5-Year Average Return: | 4.28% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.89% | |
Worst 1-Yr Total Return (2008): | -1.31% | |
Best 3-Yr Total Return (2005-7): | 3.96% | |
Worst 3-Yr Total Return (2006-8): | 2.97% |
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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 | BIMSX | Category | Diff | Index* | Diff | | Year To Date | 11.17 | 13.54 | -2.37 | 6.24 | 4.93 | | 1-Month | 0.63 | 0.89 | -0.26 | 0.49 | 0.14 | | 3-Month | 4.11 | 4.14 | -0.03 | 2.60 | 1.51 | | 1-Year | 15.10 | 17.86 | -2.76 | 13.79 | 1.31 | | 3-Year | 5.37 | 4.54 | 0.83 | 6.35 | -0.98 | | 5-Year | 4.28 | 3.85 | 0.43 | 5.05 | -0.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.53 | 13.81 | -3.28 | 7.06 | 3.47 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.43 | 6.49 | -0.06 | 7.94 | -1.51 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BIMSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.31 | -4.70 | 3.39 | | 2007 | | | 5.89 | 4.70 | 1.19 | | 2006 | | | 4.47 | 4.15 | 0.32 | | 2005 | | | 1.56 | 1.80 | -0.24 | | 2004 | | | 3.66 | 3.91 | -0.25 | | 2003 | | | 5.61 | 5.10 | 0.51 | | 2002 | | | 7.74 | 8.04 | -0.30 | | 2001 | | | 6.44 | 7.64 | -1.20 | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BIMSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.52 | 3.54 | 5.10 | N/A | | 2008 | 1.28 | -1.13 | -2.18 | 0.74 | | 2007 | 1.59 | -0.20 | 2.25 | 2.15 | | 2006 | -0.30 | 0.22 | 3.23 | 1.29 | | 2005 | -0.83 | 2.50 | -0.57 | 0.48 | | 2004 | 2.78 | -2.67 | 2.75 | 0.85 | | 2003 | 1.49 | 3.49 | 0.14 | 0.41 | | 2002 | -0.11 | 3.28 | 3.38 | 1.03 | | 2001 | 3.35 | 0.46 | 3.70 | -1.14 | | 2000 | N/A | N/A | N/A | 6.69 | | 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 | 661 | 1122 | 58.91 | | 1-Month | 651 | 1164 | 55.93 | | 3-Month | 473 | 1154 | 40.99 | | 6-Month | 691 | 1133 | 60.99 | | 1-Year | 572 | 1113 | 51.39 | | 3-Year | 369 | 957 | 38.56 | | 5-Year | 328 | 845 | 38.82 |
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0.22% Nasdaq 
0.04 (0.36%) 
Performance
