|
| Morningstar Return Rating: | Average | | Year to Date Return: | 5.61% | | 5-Year Average Return: | 4.04% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.52% | |
Worst 1-Yr Total Return (2005): | 1.20% | |
Best 3-Yr Total Return (2006-8): | 4.33% | |
Worst 3-Yr Total Return (2004-6): | 2.46% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BSBAX | Category | Diff | Index* | Diff | | Year To Date | 5.61 | 9.71 | -4.1 | 7.61 | -2 | | 1-Month | 0.83 | 0.67 | 0.16 | 1.29 | -0.46 | | 3-Month | 1.87 | 2.20 | -0.33 | 2.86 | -0.99 | | 1-Year | 7.24 | 11.11 | -3.87 | 11.63 | -4.39 | | 3-Year | 4.69 | 3.58 | 1.11 | 6.40 | -1.71 | | 5-Year | 4.04 | 3.39 | 0.65 | 5.49 | -1.45 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 3.93 | 7.66 | -3.73 | 7.06 | -3.13 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.31 | 4.29 | 1.02 | 7.94 | -2.63 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BSBAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 3.12 | -4.23 | 7.35 | | 2007 | | | 5.52 | 4.29 | 1.23 | | 2006 | | | 4.36 | 4.05 | 0.31 | | 2005 | | | 1.20 | 1.45 | -0.25 | | 2004 | | | 1.84 | 1.63 | 0.21 | | 2003 | | | 3.21 | 2.54 | 0.67 | | 2002 | | | 5.80 | 5.47 | 0.33 | | 2001 | | | 6.92 | 7.27 | -0.35 | | 2000 | | | 8.48 | 7.59 | 0.89 | | 1999 | | | 1.41 | 2.21 | -0.80 |
|
| PAST QUARTERLY RETURNS (%) FOR
BSBAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.96 | 1.50 | 1.66 | N/A | | 2008 | 1.51 | -0.69 | -0.71 | 3.02 | | 2007 | 1.49 | 0.62 | 1.60 | 1.70 | | 2006 | 0.08 | 0.53 | 2.52 | 1.17 | | 2005 | -0.75 | 1.66 | -0.21 | 0.51 | | 2004 | 1.77 | -1.69 | 1.59 | 0.19 | | 2003 | 1.29 | 1.63 | 0.24 | 0.02 | | 2002 | 0.00 | 2.13 | 2.65 | 0.92 | | 2001 | 2.87 | 1.08 | 3.55 | -0.70 | | 2000 | 1.10 | 1.75 | 2.40 | 2.98 | | 1999 | N/A | N/A | N/A | 0.00 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 334 | 418 | 79.90 | | 1-Month | 190 | 434 | 43.78 | | 3-Month | 277 | 433 | 63.97 | | 6-Month | 330 | 424 | 77.83 | | 1-Year | 284 | 418 | 67.94 | | 3-Year | 112 | 377 | 29.71 | | 5-Year | 97 | 313 | 30.99 |
|
|
|
|
|