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| Morningstar Return Rating: | Low | | Year to Date Return: | 9.37% | | 5-Year Average Return: | 0.12% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 6.20% | |
Worst 1-Yr Total Return (2008): | -8.49% | |
Best 3-Yr Total Return (2004-6): | 1.24% | |
Worst 3-Yr Total Return (2006-8): | -0.99% |
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| 1-Year: | 0.48% | | 3-Year: | -0.87% | | 5-Year: | 0.08% | | 10-Year: | 2.97% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BNDBX | Category | Diff | Index* | Diff | | Year To Date | 9.37 | 16.41 | -7.04 | 7.61 | 1.76 | | 1-Month | 2.52 | 2.04 | 0.48 | 1.29 | 1.23 | | 3-Month | 5.82 | 5.59 | 0.23 | 2.86 | 2.96 | | 1-Year | 15.17 | 24.00 | -8.83 | 11.63 | 3.54 | | 3-Year | 0.11 | 6.78 | -6.67 | 6.40 | -6.29 | | 5-Year | 0.12 | 4.92 | -4.8 | 5.49 | -5.37 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 16.13 | 18.89 | -2.76 | 7.06 | 9.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.48 | 7.91 | -9.39 | 7.94 | -9.42 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BNDBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -8.49 | -1.57 | -6.92 | | 2007 | | | 1.52 | 7.28 | -5.76 | | 2006 | | | 4.47 | 5.42 | -0.95 | | 2005 | | | -6.46 | -3.33 | -3.13 | | 2004 | | | 6.20 | 8.98 | -2.78 | | 2003 | | | 14.97 | 13.79 | 1.18 | | 2002 | | | 19.44 | 14.10 | 5.34 | | 2001 | | | N/A | 1.95 | N/A | | 2000 | | | N/A | 3.21 | N/A | | 1999 | | | N/A | -2.86 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BNDBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.13 | 6.00 | 7.53 | N/A | | 2008 | 1.54 | -3.09 | -6.20 | -0.86 | | 2007 | 0.33 | -1.67 | 2.59 | 0.31 | | 2006 | -0.04 | 2.19 | 0.79 | 1.47 | | 2005 | -2.52 | -1.73 | -0.91 | -1.45 | | 2004 | 1.15 | -3.61 | 2.70 | 6.05 | | 2003 | 3.37 | 3.89 | 2.12 | 4.83 | | 2002 | -1.27 | 12.40 | 2.37 | 5.15 | | 2001 | N/A | N/A | N/A | N/A | | 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 | 255 | 275 | 92.73 | | 1-Month | 243 | 300 | 81.00 | | 3-Month | 185 | 290 | 63.79 | | 6-Month | 145 | 286 | 50.70 | | 1-Year | 205 | 263 | 77.95 | | 3-Year | 155 | 189 | 82.01 | | 5-Year | 136 | 163 | 83.44 |
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