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| Morningstar Return Rating: | Below average | | Year to Date Return: | 9.50% | | 5-Year Average Return: | 3.61% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 7.38% | |
Worst 1-Yr Total Return (2008): | -5.26% | |
Best 3-Yr Total Return (2005-7): | 4.78% | |
Worst 3-Yr Total Return (2006-8): | 2.21% |
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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 | BRAMX | Category | Diff | Index* | Diff | | Year To Date | 9.50 | 13.54 | -4.04 | 6.24 | 3.26 | | 1-Month | 0.67 | 0.89 | -0.22 | 0.49 | 0.18 | | 3-Month | 3.57 | 4.14 | -0.57 | 2.60 | 0.97 | | 1-Year | 12.49 | 17.86 | -5.37 | 13.79 | -1.3 | | 3-Year | 3.85 | 4.54 | -0.69 | 6.35 | -2.5 | | 5-Year | 3.61 | 3.85 | -0.24 | 5.05 | -1.44 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 15.75 | 13.81 | 1.94 | 7.06 | 8.69 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 1.71 | 6.49 | -4.78 | 7.94 | -6.23 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BRAMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -5.26 | -4.70 | -0.56 | | 2007 | | | 7.38 | 4.70 | 2.68 | | 2006 | | | 4.96 | 4.15 | 0.81 | | 2005 | | | 2.05 | 1.80 | 0.25 | | 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
BRAMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.46 | 1.93 | 6.24 | N/A | | 2008 | 0.86 | -0.71 | -2.43 | -3.05 | | 2007 | 1.20 | -0.42 | 2.97 | 3.49 | | 2006 | 0.48 | 0.51 | 2.86 | 1.04 | | 2005 | -0.56 | 2.13 | -0.15 | 0.64 | | 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 | 863 | 1122 | 76.92 | | 1-Month | 1152 | 1164 | 98.97 | | 3-Month | 853 | 1154 | 73.92 | | 6-Month | 815 | 1133 | 71.93 | | 1-Year | 771 | 1113 | 69.27 | | 3-Year | 594 | 957 | 62.07 | | 5-Year | 492 | 845 | 58.22 |
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0.94% Nasdaq 
0.02 (0.22%) 
Performance
