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| Morningstar Return Rating: | Below average | | Year to Date Return: | 6.87% | | 5-Year Average Return: | 0.78% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.23% | |
Worst 1-Yr Total Return (2008): | -11.32% | |
Best 3-Yr Total Return (2005-7): | 3.09% | |
Worst 3-Yr Total Return (2006-8): | -1.60% |
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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 | BRISX | Category | Diff | Index* | Diff | | Year To Date | 6.87 | 7.47 | -0.6 | 6.24 | 0.63 | | 1-Month | 0.07 | 0.61 | -0.54 | 0.49 | -0.42 | | 3-Month | 0.63 | 1.92 | -1.29 | 2.60 | -1.97 | | 1-Year | 2.46 | 4.56 | -2.1 | 13.79 | -11.33 | | 3-Year | -0.54 | 0.77 | -1.31 | 6.35 | -6.89 | | 5-Year | 0.78 | 1.83 | -1.05 | 5.05 | -4.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 5.89 | 5.89 | 0 | 7.06 | -1.17 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.19 | -0.08 | -1.11 | 7.94 | -9.13 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BRISX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -11.32 | -7.89 | -3.43 | | 2007 | | | 3.07 | 2.42 | 0.65 | | 2006 | | | 4.23 | 4.70 | -0.47 | | 2005 | | | 1.97 | 2.53 | -0.56 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
BRISX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.27 | 3.19 | 2.19 | N/A | | 2008 | -2.35 | 0.89 | -4.23 | -6.01 | | 2007 | 1.27 | 0.37 | 1.07 | 0.33 | | 2006 | 0.83 | 0.80 | 1.57 | 0.98 | | 2005 | 0.20 | 0.68 | 0.50 | 0.58 | | 2004 | N/A | -0.07 | 0.51 | 0.38 | | 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 | 57 | 122 | 46.72 | | 1-Month | 106 | 124 | 85.48 | | 3-Month | 106 | 124 | 85.48 | | 6-Month | 56 | 122 | 45.90 | | 1-Year | 72 | 122 | 59.02 | | 3-Year | 73 | 114 | 64.04 | | 5-Year | 66 | 101 | 65.35 |
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0.18% Nasdaq 0.00%
Performance
