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| Morningstar Return Rating: | Average | | Year to Date Return: | 28.24% | | 5-Year Average Return: | 3.99% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 25.69% | |
Worst 1-Yr Total Return (2008): | -42.46% | |
Best 3-Yr Total Return (2004-6): | 19.46% | |
Worst 3-Yr Total Return (2006-8): | -7.14% |
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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 | BTAEX | Category | Diff | Index* | Diff | | Year To Date | 28.24 | 29.35 | -1.11 | 29.91 | -1.67 | | 1-Month | 3.27 | 3.83 | -0.56 | 2.00 | 1.27 | | 3-Month | 4.95 | 6.09 | -1.14 | 4.58 | 0.37 | | 1-Year | 37.38 | 38.30 | -0.92 | 37.72 | -0.34 | | 3-Year | -5.56 | -5.68 | 0.12 | -5.52 | -0.04 | | 5-Year | 3.99 | 4.12 | -0.13 | 4.13 | -0.14 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.87 | 57.56 | 3.31 | 59.35 | 1.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.51 | -15.07 | 0.56 | -14.95 | 0.44 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BTAEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.46 | -43.99 | 1.53 | | 2007 | | | 10.71 | 12.71 | -2.00 | | 2006 | | | 25.69 | 24.77 | 0.92 | | 2005 | | | 13.57 | 14.72 | -1.15 | | 2004 | | | 19.42 | 17.39 | 2.03 | | 2003 | | | 36.45 | 33.58 | 2.87 | | 2002 | | | -16.63 | -16.69 | 0.06 | | 2001 | | | -21.75 | -21.67 | -0.08 | | 2000 | | | -15.22 | -16.34 | 1.12 | | 1999 | | | 27.95 | 40.28 | -12.33 |
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| PAST QUARTERLY RETURNS (%) FOR
BTAEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.13 | 25.55 | 19.18 | N/A | | 2008 | -8.77 | -2.46 | -19.04 | -20.13 | | 2007 | 4.30 | 5.91 | 2.54 | -2.26 | | 2006 | 9.28 | 0.56 | 3.94 | 10.05 | | 2005 | -0.59 | -1.19 | 10.37 | 4.75 | | 2004 | 3.99 | 0.28 | -0.47 | 15.06 | | 2003 | -8.33 | 18.87 | 7.52 | 16.46 | | 2002 | 0.63 | -2.73 | -20.06 | 6.55 | | 2001 | -13.77 | -1.04 | -13.94 | 6.56 | | 2000 | -0.55 | -3.93 | -8.26 | -3.28 | | 1999 | N/A | N/A | N/A | 17.60 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 461 | 824 | 55.95 | | 1-Month | 567 | 847 | 66.94 | | 3-Month | 624 | 844 | 73.93 | | 6-Month | 310 | 839 | 36.95 | | 1-Year | 400 | 817 | 48.96 | | 3-Year | 274 | 612 | 44.77 | | 5-Year | 198 | 462 | 42.86 |
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0.51% Nasdaq 
Performance
