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| Morningstar Return Rating: | Below average | | Year to Date Return: | 6.99% | | 5-Year Average Return: | 0.80% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.06% | |
Worst 1-Yr Total Return (2008): | -11.12% | |
Best 3-Yr Total Return (2005-7): | 3.04% | |
Worst 3-Yr Total Return (2006-8): | -1.60% |
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| 1-Year: | -2.29% | | 3-Year: | -1.37% | | 5-Year: | 0.21% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BRIVX | Category | Diff | Index* | Diff | | Year To Date | 6.99 | 7.47 | -0.48 | 6.24 | 0.75 | | 1-Month | -0.05 | 0.61 | -0.66 | 0.49 | -0.54 | | 3-Month | 0.50 | 1.92 | -1.42 | 2.60 | -2.1 | | 1-Year | 2.78 | 4.56 | -1.78 | 13.79 | -11.01 | | 3-Year | -0.46 | 0.77 | -1.23 | 6.35 | -6.81 | | 5-Year | 0.80 | 1.83 | -1.03 | 5.05 | -4.25 | | 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) | -0.95 | -0.08 | -0.87 | 7.94 | -8.89 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BRIVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -11.12 | -7.89 | -3.23 | | 2007 | | | 3.00 | 2.42 | 0.58 | | 2006 | | | 4.06 | 4.70 | -0.64 | | 2005 | | | 2.09 | 2.53 | -0.44 | | 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
BRIVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.37 | 3.25 | 2.27 | N/A | | 2008 | -2.32 | 0.91 | -4.18 | -5.89 | | 2007 | 1.26 | 0.36 | 1.03 | 0.31 | | 2006 | 0.81 | 0.83 | 1.42 | 0.95 | | 2005 | 0.29 | 0.75 | 0.48 | 0.55 | | 2004 | N/A | -0.42 | 0.29 | 0.09 | | 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 | 54 | 122 | 44.26 | | 1-Month | 105 | 124 | 84.68 | | 3-Month | 109 | 124 | 87.90 | | 6-Month | 53 | 122 | 43.44 | | 1-Year | 71 | 122 | 58.20 | | 3-Year | 72 | 114 | 63.16 | | 5-Year | 65 | 101 | 64.36 |
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0.38% Nasdaq 
Performance
