|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 7.31% | | 5-Year Average Return: | 1.19% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.53% | |
Worst 1-Yr Total Return (2008): | -10.84% | |
Best 3-Yr Total Return (2005-7): | 3.40% | |
Worst 3-Yr Total Return (2006-8): | -1.21% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BRIIX | Category | Diff | Index* | Diff | | Year To Date | 7.31 | 7.47 | -0.16 | 6.24 | 1.07 | | 1-Month | 0.11 | 0.61 | -0.5 | 0.49 | -0.38 | | 3-Month | 0.72 | 1.92 | -1.2 | 2.60 | -1.88 | | 1-Year | 3.03 | 4.56 | -1.53 | 13.79 | -10.76 | | 3-Year | -0.09 | 0.77 | -0.86 | 6.35 | -6.44 | | 5-Year | 1.19 | 1.83 | -0.64 | 5.05 | -3.86 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 5.99 | 5.89 | 0.1 | 7.06 | -1.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.61 | -0.08 | -0.53 | 7.94 | -8.55 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BRIIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -10.84 | -7.89 | -2.95 | | 2007 | | | 3.44 | 2.42 | 1.02 | | 2006 | | | 4.53 | 4.70 | -0.17 | | 2005 | | | 2.23 | 2.53 | -0.30 | | 2004 | | | N/A | 1.27 | N/A | | 2003 | | | N/A | 1.75 | N/A | | 2002 | | | N/A | 2.90 | N/A | | 2001 | | | N/A | 5.53 | N/A | | 2000 | | | N/A | 6.82 | N/A | | 1999 | | | N/A | 4.39 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
BRIIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.46 | 3.21 | 2.37 | N/A | | 2008 | -2.22 | 0.95 | -4.11 | -5.81 | | 2007 | 1.36 | 0.46 | 1.15 | 0.43 | | 2006 | 0.90 | 0.96 | 1.54 | 1.06 | | 2005 | 0.25 | 0.74 | 0.58 | 0.65 | | 2004 | N/A | -0.25 | 0.52 | 0.47 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 52 | 122 | 42.62 | | 1-Month | 101 | 124 | 81.45 | | 3-Month | 95 | 124 | 76.61 | | 6-Month | 50 | 122 | 40.98 | | 1-Year | 63 | 122 | 51.64 | | 3-Year | 66 | 114 | 57.89 | | 5-Year | 62 | 101 | 61.39 |
|
|
|
|
|
1.00% Nasdaq 
Performance
