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| Morningstar Return Rating: | Above average | | Year to Date Return: | 19.07% | | 5-Year Average Return: | 2.74% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 10.28% | |
Worst 1-Yr Total Return (2008): | -27.45% | |
Best 3-Yr Total Return (2004-6): | 8.25% | |
Worst 3-Yr Total Return (2006-8): | -4.92% |
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| 1-Year: | 4.15% | | 3-Year: | 0.11% | | 5-Year: | 3.42% | | 10-Year: | 4.54% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BRBCX | Category | Diff | Index* | Diff | | Year To Date | 19.07 | 18.16 | 0.91 | N/A | N/A | | 1-Month | -1.85 | -1.24 | -0.61 | N/A | N/A | | 3-Month | 4.65 | 4.71 | -0.06 | N/A | N/A | | 1-Year | 17.44 | 15.73 | 1.71 | N/A | N/A | | 3-Year | -1.27 | -2.66 | 1.39 | N/A | N/A | | 5-Year | 2.74 | 2.10 | 0.64 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.81 | 33.32 | 2.49 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.27 | -8.51 | 0.24 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BRBCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.45 | -28.00 | 0.55 | | 2007 | | | 8.46 | 5.99 | 2.47 | | 2006 | | | 9.23 | 11.29 | -2.06 | | 2005 | | | 5.30 | 5.13 | 0.17 | | 2004 | | | 10.28 | 8.86 | 1.42 | | 2003 | | | 24.52 | 20.35 | 4.17 | | 2002 | | | -16.35 | -12.02 | -4.33 | | 2001 | | | 3.43 | -5.05 | 8.48 | | 2000 | | | 7.82 | 1.82 | 6.00 | | 1999 | | | 12.14 | 10.71 | 1.43 |
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| PAST QUARTERLY RETURNS (%) FOR
BRBCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.57 | 13.18 | 13.51 | N/A | | 2008 | -5.56 | 1.94 | -13.06 | -13.32 | | 2007 | 2.26 | 4.66 | 1.92 | -0.58 | | 2006 | 4.10 | -2.32 | 2.19 | 5.13 | | 2005 | -1.61 | 1.58 | 3.85 | 1.46 | | 2004 | 3.73 | -0.25 | -1.11 | 7.78 | | 2003 | -2.25 | 12.42 | 2.99 | 10.02 | | 2002 | -0.33 | -8.39 | -10.94 | 2.87 | | 2001 | -3.94 | 4.64 | -11.37 | 16.09 | | 2000 | 3.94 | -0.92 | 2.93 | 1.72 | | 1999 | N/A | N/A | N/A | 10.86 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 460 | 1211 | 37.99 | | 1-Month | 968 | 1258 | 76.95 | | 3-Month | 326 | 1256 | 25.96 | | 6-Month | 500 | 1220 | 40.98 | | 1-Year | 367 | 1204 | 30.48 | | 3-Year | 179 | 950 | 18.84 | | 5-Year | 190 | 796 | 23.87 |
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1.23% Nasdaq 0.00%
Performance
