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| Morningstar Return Rating: | | | Year to Date Return: | 0.87% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2009): | 24.13% | |
Worst 1-Yr Total Return (2009): | 24.13% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | BREDX | Category | Diff | Index* | Diff | | Year To Date | 0.87 | 0.24 | 0.63 | 1.53 | -0.66 | | 1-Month | 0.87 | 0.24 | 0.63 | 1.53 | -0.66 | | 3-Month | 2.07 | 1.92 | 0.15 | 1.23 | 0.84 | | 1-Year | 25.88 | 33.50 | -7.62 | 8.51 | 17.37 | | 3-Year | N/A | 5.62 | N/A | 6.60 | N/A | | 5-Year | N/A | 7.22 | N/A | 5.16 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 24.52 | 33.48 | -8.96 | 7.06 | 17.46 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.85 | 2.22 | 1.63 | 7.94 | -4.09 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BREDX | Category | Diff | | 2009 | | | 24.13 | 32.43 | -8.30 | | 2008 | | | N/A | -17.64 | N/A | | 2007 | | | N/A | 5.36 | N/A | | 2006 | | | N/A | 10.99 | N/A | | 2005 | | | N/A | 11.50 | N/A | | 2004 | | | N/A | 12.31 | N/A | | 2003 | | | N/A | 30.83 | N/A | | 2002 | | | N/A | 12.69 | N/A | | 2001 | | | N/A | 12.83 | N/A | | 2000 | | | N/A | 12.68 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BREDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.55 | 10.14 | 9.93 | 0.96 | | 2008 | N/A | -0.60 | -4.18 | -6.43 | | 2007 | N/A | N/A | N/A | N/A | | 2006 | N/A | N/A | N/A | N/A | | 2005 | N/A | N/A | N/A | N/A | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 47 | 117 | 40.17 | | 1-Month | 59 | 117 | 50.43 | | 3-Month | 57 | 113 | 50.44 | | 6-Month | 79 | 113 | 69.91 | | 1-Year | 80 | 112 | 71.43 | | 3-Year | | 75 | N/A | | 5-Year | | 53 | N/A |
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