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| Morningstar Return Rating: | Average | | Year to Date Return: | 1.70% | | 5-Year Average Return: | 4.63% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 11.51% | |
Worst 1-Yr Total Return (2008): | -1.31% | |
Best 3-Yr Total Return (2007-9): | 5.23% | |
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 | 1.70 | 1.70 | 0 | 1.53 | 0.17 | | 1-Month | 1.70 | 1.70 | 0 | 1.53 | 0.17 | | 3-Month | 2.00 | 2.02 | -0.02 | 1.23 | 0.77 | | 1-Year | 13.28 | 15.89 | -2.61 | 8.51 | 4.77 | | 3-Year | 5.75 | 5.02 | 0.73 | 6.60 | -0.85 | | 5-Year | 4.63 | 4.10 | 0.53 | 5.16 | -0.53 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.53 | 13.99 | -3.46 | 7.06 | 3.47 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.43 | 6.56 | -0.13 | 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 | | | 11.51 | 13.97 | -2.46 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
BIMSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.52 | 3.54 | 5.10 | 0.93 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 436 | 1180 | 36.95 | | 1-Month | 330 | 1180 | 27.97 | | 3-Month | 524 | 1165 | 44.98 | | 6-Month | 542 | 1155 | 46.93 | | 1-Year | 596 | 1125 | 52.98 | | 3-Year | 396 | 986 | 40.16 | | 5-Year | 303 | 862 | 35.15 |
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1.52% Nasdaq 0.00%
0.02 (0.18%) 
Performance
