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| Morningstar Return Rating: | Average | | Year to Date Return: | 2.72% | | 5-Year Average Return: | 3.94% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 7.15% | |
Worst 1-Yr Total Return (2005): | 1.10% | |
Best 3-Yr Total Return (2006-8): | 5.38% | |
Worst 3-Yr Total Return (2004-6): | 1.81% |
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| 1-Year: | 7.03% | | 3-Year: | 5.51% | | 5-Year: | 4.02% | | 10-Year: | 4.79% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BIUCX | Category | Diff | Index* | Diff | | Year To Date | 2.72 | 5.18 | -2.46 | 6.24 | -3.52 | | 1-Month | 0.25 | 0.57 | -0.32 | 0.49 | -0.24 | | 3-Month | 1.40 | 2.42 | -1.02 | 2.60 | -1.2 | | 1-Year | 9.71 | 10.54 | -0.83 | 13.79 | -4.08 | | 3-Year | 5.39 | 5.52 | -0.13 | 6.35 | -0.96 | | 5-Year | 3.94 | 4.28 | -0.34 | 5.05 | -1.11 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 3.14 | 4.85 | -1.71 | 7.06 | -3.92 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.83 | 7.28 | 1.55 | 7.94 | 0.89 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BIUCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 7.15 | 4.76 | 2.39 | | 2007 | | | 5.94 | 6.09 | -0.15 | | 2006 | | | 3.10 | 3.47 | -0.37 | | 2005 | | | 1.10 | 1.91 | -0.81 | | 2004 | | | 1.24 | 3.01 | -1.77 | | 2003 | | | 1.25 | 1.90 | -0.65 | | 2002 | | | 9.58 | 9.23 | 0.35 | | 2001 | | | N/A | 6.81 | N/A | | 2000 | | | N/A | 10.86 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BIUCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.67 | 0.04 | 1.75 | N/A | | 2008 | 2.23 | -1.12 | 0.54 | 5.43 | | 2007 | 1.27 | -1.10 | 2.84 | 2.84 | | 2006 | -0.85 | -0.43 | 3.41 | 0.98 | | 2005 | -0.44 | 2.02 | -0.68 | 0.22 | | 2004 | 1.89 | -2.71 | 1.68 | 0.45 | | 2003 | 0.94 | 1.35 | -0.79 | -0.24 | | 2002 | -0.11 | 3.81 | 5.39 | 0.26 | | 2001 | N/A | -0.18 | 5.11 | -1.14 | | 2000 | N/A | N/A | N/A | N/A | | 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 | 245 | 367 | 66.76 | | 1-Month | 310 | 374 | 82.89 | | 3-Month | 362 | 374 | 96.79 | | 6-Month | 298 | 373 | 79.89 | | 1-Year | 200 | 357 | 56.02 | | 3-Year | 174 | 345 | 50.43 | | 5-Year | 167 | 318 | 52.52 |
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