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| Morningstar Return Rating: | Above average | | Year to Date Return: | -2.34% | | 5-Year Average Return: | 4.94% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 13.79% | |
Worst 1-Yr Total Return (2005): | 2.61% | |
Best 3-Yr Total Return (2006-8): | 8.41% | |
Worst 3-Yr Total Return (2004-6): | 2.91% |
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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 | BTIAX | Category | Diff | Index* | Diff | | Year To Date | -2.34 | 5.18 | -7.52 | 6.24 | -8.58 | | 1-Month | -0.10 | 0.57 | -0.67 | 0.49 | -0.59 | | 3-Month | 1.63 | 2.42 | -0.79 | 2.60 | -0.97 | | 1-Year | 6.21 | 10.54 | -4.33 | 13.79 | -7.58 | | 3-Year | 6.63 | 5.52 | 1.11 | 6.35 | 0.28 | | 5-Year | 4.94 | 4.28 | 0.66 | 5.05 | -0.11 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 1.29 | 4.85 | -3.56 | 7.06 | -5.77 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.30 | 7.28 | -0.98 | 7.94 | -1.64 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BTIAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 13.79 | 4.76 | 9.03 | | 2007 | | | 8.91 | 6.09 | 2.82 | | 2006 | | | 2.80 | 3.47 | -0.67 | | 2005 | | | 2.61 | 1.91 | 0.70 | | 2004 | | | 3.30 | 3.01 | 0.29 | | 2003 | | | 2.12 | 1.90 | 0.22 | | 2002 | | | 11.57 | 9.23 | 2.34 | | 2001 | | | 6.41 | 6.81 | -0.40 | | 2000 | | | 13.17 | 10.86 | 2.31 | | 1999 | | | -2.93 | -1.35 | -1.58 |
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| PAST QUARTERLY RETURNS (%) FOR
BTIAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.28 | -3.04 | 2.13 | N/A | | 2008 | 4.47 | -2.17 | 2.33 | 8.80 | | 2007 | 1.44 | -0.49 | 3.82 | 3.93 | | 2006 | -1.29 | -0.13 | 3.62 | 0.65 | | 2005 | -0.48 | 3.62 | -1.19 | 0.70 | | 2004 | 2.98 | -3.24 | 3.28 | 0.38 | | 2003 | 0.94 | 2.67 | -0.93 | -0.53 | | 2002 | -0.92 | 4.45 | 7.41 | 0.38 | | 2001 | 2.21 | -0.43 | 5.45 | -0.85 | | 2000 | 3.67 | 1.49 | 2.49 | 4.95 | | 1999 | N/A | N/A | N/A | -0.74 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 344 | 367 | 93.73 | | 1-Month | 344 | 374 | 91.98 | | 3-Month | 314 | 374 | 83.96 | | 6-Month | 346 | 373 | 92.76 | | 1-Year | 264 | 357 | 73.95 | | 3-Year | 76 | 345 | 22.03 | | 5-Year | 72 | 318 | 22.64 |
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1.00% Nasdaq 0.00%
0.07 (0.31%) 
Performance
