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| Morningstar Return Rating: | Average | | Year to Date Return: | 14.02% | | 5-Year Average Return: | 4.67% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 6.01% | |
Worst 1-Yr Total Return (2008): | -3.40% | |
Best 3-Yr Total Return (2005-7): | 4.38% | |
Worst 3-Yr Total Return (2006-8): | 2.33% |
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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 | BRACX | Category | Diff | Index* | Diff | | Year To Date | 14.02 | 13.54 | 0.48 | 6.24 | 7.78 | | 1-Month | 0.57 | 0.89 | -0.32 | 0.49 | 0.08 | | 3-Month | 3.85 | 4.14 | -0.29 | 2.60 | 1.25 | | 1-Year | 29.15 | 17.86 | 11.29 | 13.79 | 15.36 | | 3-Year | 5.58 | 4.54 | 1.04 | 6.35 | -0.77 | | 5-Year | 4.67 | 3.85 | 0.82 | 5.05 | -0.38 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 15.45 | 13.81 | 1.64 | 7.06 | 8.39 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.63 | 6.49 | 2.14 | 7.94 | 0.69 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BRACX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -3.40 | -4.70 | 1.30 | | 2007 | | | 6.01 | 4.70 | 1.31 | | 2006 | | | 4.64 | 4.15 | 0.49 | | 2005 | | | 2.53 | 1.80 | 0.73 | | 2004 | | | N/A | 3.91 | N/A | | 2003 | | | N/A | 5.10 | N/A | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BRACX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.09 | 6.77 | 7.35 | N/A | | 2008 | 0.25 | -0.83 | -9.48 | 7.34 | | 2007 | 1.50 | -0.65 | 2.85 | 2.21 | | 2006 | -0.32 | 0.07 | 3.25 | 1.60 | | 2005 | -0.68 | 3.29 | -0.59 | 0.53 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 | 516 | 1122 | 45.99 | | 1-Month | 558 | 1164 | 47.94 | | 3-Month | 657 | 1154 | 56.93 | | 6-Month | 328 | 1133 | 28.95 | | 1-Year | 83 | 1113 | 7.46 | | 3-Year | 368 | 957 | 38.45 | | 5-Year | 243 | 845 | 28.76 |
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