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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.47% | | 5-Year Average Return: | -1.34% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 32.19% | |
Worst 1-Yr Total Return (2008): | -55.07% | |
Best 3-Yr Total Return (2005-7): | 18.24% | |
Worst 3-Yr Total Return (2006-8): | -14.45% |
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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 | BRAIX | Category | Diff | Index* | Diff | | Year To Date | 22.47 | 31.59 | -9.12 | 24.07 | -1.6 | | 1-Month | 4.72 | 4.49 | 0.23 | 6.00 | -1.28 | | 3-Month | 4.99 | 6.16 | -1.17 | 7.91 | -2.92 | | 1-Year | 26.61 | 35.24 | -8.63 | 25.39 | 1.22 | | 3-Year | -10.44 | -5.04 | -5.4 | -5.79 | -4.65 | | 5-Year | -1.34 | 1.47 | -2.81 | 0.71 | -2.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.10 | 48.99 | -11.89 | 45.76 | -8.66 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -38.70 | -20.53 | -18.17 | -18.25 | -20.45 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BRAIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -55.07 | -43.77 | -11.30 | | 2007 | | | 32.19 | 15.09 | 17.10 | | 2006 | | | 5.44 | 9.00 | -3.56 | | 2005 | | | 18.59 | 9.84 | 8.75 | | 2004 | | | 16.23 | 13.23 | 3.00 | | 2003 | | | 44.01 | 35.96 | 8.05 | | 2002 | | | -19.02 | -27.24 | 8.22 | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BRAIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.62 | 12.12 | 15.93 | N/A | | 2008 | -15.01 | 11.61 | -29.75 | -32.58 | | 2007 | 6.56 | 11.14 | 6.28 | 5.02 | | 2006 | 12.44 | -4.83 | -8.15 | 7.27 | | 2005 | 0.78 | 3.52 | 11.75 | 1.72 | | 2004 | 2.97 | 2.00 | -7.14 | 19.17 | | 2003 | -6.64 | 30.62 | 7.20 | 10.16 | | 2002 | -0.29 | -1.25 | -18.73 | 1.20 | | 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 | 669 | 827 | 80.89 | | 1-Month | 149 | 881 | 16.91 | | 3-Month | 404 | 879 | 45.96 | | 6-Month | 551 | 862 | 63.92 | | 1-Year | 579 | 825 | 70.18 | | 3-Year | 569 | 734 | 77.52 | | 5-Year | 432 | 632 | 68.35 |
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0.12% Nasdaq 
0.17 (1.36%) 
Performance
