|
| Morningstar Return Rating: | Average | | Year to Date Return: | 7.47% | | 5-Year Average Return: | 3.57% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 6.08% | |
Worst 1-Yr Total Return (2008): | -1.79% | |
Best 3-Yr Total Return (2005-7): | 4.18% | |
Worst 3-Yr Total Return (2006-8): | 2.92% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BSBIX | Category | Diff | Index* | Diff | | Year To Date | 7.47 | 9.09 | -1.62 | 6.24 | 1.23 | | 1-Month | 0.61 | 0.68 | -0.07 | 0.49 | 0.12 | | 3-Month | 2.56 | 2.53 | 0.03 | 2.60 | -0.04 | | 1-Year | 8.30 | 9.59 | -1.29 | 13.79 | -5.49 | | 3-Year | 4.08 | 3.61 | 0.47 | 6.35 | -2.27 | | 5-Year | 3.57 | 3.21 | 0.36 | 5.05 | -1.48 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 6.52 | 7.68 | -1.16 | 7.06 | -0.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 2.39 | 4.17 | -1.78 | 7.94 | -5.55 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BSBIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.79 | -4.23 | 2.44 | | 2007 | | | 6.08 | 4.29 | 1.79 | | 2006 | | | 4.65 | 4.05 | 0.60 | | 2005 | | | 1.85 | 1.45 | 0.40 | | 2004 | | | N/A | 1.63 | N/A | | 2003 | | | N/A | 2.54 | N/A | | 2002 | | | N/A | 5.47 | N/A | | 2001 | | | N/A | 7.27 | N/A | | 2000 | | | N/A | 7.59 | N/A | | 1999 | | | N/A | 2.21 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
BSBIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.90 | 2.94 | 2.85 | N/A | | 2008 | 1.04 | -0.17 | -2.11 | -0.53 | | 2007 | 1.44 | 0.70 | 2.10 | 1.72 | | 2006 | 0.44 | 0.86 | 2.17 | 1.10 | | 2005 | -0.23 | 1.27 | 0.13 | 0.67 | | 2004 | N/A | N/A | N/A | 0.25 | | 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 | 230 | 419 | 54.89 | | 1-Month | 174 | 435 | 40.00 | | 3-Month | 208 | 434 | 47.93 | | 6-Month | 214 | 420 | 50.95 | | 1-Year | 213 | 419 | 50.84 | | 3-Year | 152 | 360 | 42.22 | | 5-Year | 121 | 305 | 39.67 |
|
|
|
|
|
0.22% Nasdaq 
0.02 (0.21%) 
Performance
