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| Morningstar Return Rating: | Above average | | Year to Date Return: | 11.61% | | 5-Year Average Return: | 5.46% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 7.45% | |
Worst 1-Yr Total Return (2008): | 0.54% | |
Best 3-Yr Total Return (2005-7): | 4.75% | |
Worst 3-Yr Total Return (2004-6): | 4.17% |
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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 | BJBGX | Category | Diff | Index* | Diff | | Year To Date | 11.61 | 14.86 | -3.25 | 7.61 | 4 | | 1-Month | 1.25 | 1.13 | 0.12 | 1.29 | -0.04 | | 3-Month | 3.75 | 3.76 | -0.01 | 2.86 | 0.89 | | 1-Year | 16.93 | 18.84 | -1.91 | 11.63 | 5.3 | | 3-Year | 6.21 | 4.58 | 1.63 | 6.40 | -0.19 | | 5-Year | 5.46 | 4.20 | 1.26 | 5.49 | -0.03 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 11.51 | 13.91 | -2.4 | 7.06 | 4.45 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.49 | 6.57 | 0.92 | 7.94 | -0.45 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BJBGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 0.54 | -4.70 | 5.24 | | 2007 | | | 7.45 | 4.70 | 2.75 | | 2006 | | | 4.79 | 4.15 | 0.64 | | 2005 | | | 2.08 | 1.80 | 0.28 | | 2004 | | | 5.67 | 3.91 | 1.76 | | 2003 | | | 9.72 | 5.10 | 4.62 | | 2002 | | | 14.13 | 8.04 | 6.09 | | 2001 | | | 5.94 | 7.64 | -1.70 | | 2000 | | | 6.12 | 9.44 | -3.32 | | 1999 | | | -3.41 | -1.35 | -2.06 |
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| PAST QUARTERLY RETURNS (%) FOR
BJBGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.26 | 3.80 | 5.58 | N/A | | 2008 | 1.84 | -0.84 | -2.62 | 2.24 | | 2007 | 1.06 | 0.21 | 3.15 | 2.85 | | 2006 | -0.72 | 0.54 | 3.02 | 1.91 | | 2005 | -0.45 | 2.30 | -0.08 | 0.32 | | 2004 | 1.70 | -2.94 | 2.53 | 4.42 | | 2003 | 2.88 | 3.92 | 0.41 | 2.20 | | 2002 | -0.43 | 6.71 | 5.03 | 2.28 | | 2001 | 0.87 | -0.44 | 5.85 | -0.35 | | 2000 | 1.25 | 0.63 | 0.00 | 4.15 | | 1999 | N/A | N/A | N/A | -1.47 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 731 | 1126 | 64.92 | | 1-Month | 852 | 1168 | 72.95 | | 3-Month | 613 | 1158 | 52.94 | | 6-Month | 706 | 1140 | 61.93 | | 1-Year | 590 | 1120 | 52.68 | | 3-Year | 224 | 970 | 23.09 | | 5-Year | 136 | 854 | 15.93 |
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