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| Morningstar Return Rating: | Average | | Year to Date Return: | 23.96% | | 5-Year Average Return: | 0.55% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.58% | |
Worst 1-Yr Total Return (2008): | -37.12% | |
Best 3-Yr Total Return (2004-6): | 10.19% | |
Worst 3-Yr Total Return (2006-8): | -8.50% |
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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 | BTIEX | Category | Diff | Index* | Diff | | Year To Date | 23.96 | 25.10 | -1.14 | 24.07 | -0.11 | | 1-Month | 6.00 | 5.28 | 0.72 | 6.00 | 0 | | 3-Month | 7.89 | 7.01 | 0.88 | 7.91 | -0.02 | | 1-Year | 25.29 | 28.01 | -2.72 | 25.39 | -0.1 | | 3-Year | -5.91 | -5.87 | -0.04 | -5.79 | -0.12 | | 5-Year | 0.55 | 0.64 | -0.09 | 0.71 | -0.16 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.74 | 46.08 | -0.34 | 45.76 | -0.02 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.32 | -17.41 | -0.91 | -18.25 | -0.07 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BTIEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.12 | -37.79 | 0.67 | | 2007 | | | 5.39 | 6.16 | -0.77 | | 2006 | | | 15.58 | 14.17 | 1.41 | | 2005 | | | 4.70 | 5.88 | -1.18 | | 2004 | | | 10.57 | 10.02 | 0.55 | | 2003 | | | 28.30 | 27.05 | 1.25 | | 2002 | | | -22.22 | -22.25 | 0.03 | | 2001 | | | -12.17 | -13.50 | 1.33 | | 2000 | | | -9.36 | -6.31 | -3.05 | | 1999 | | | 20.59 | 20.16 | 0.43 |
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| PAST QUARTERLY RETURNS (%) FOR
BTIEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.05 | 15.92 | 15.59 | N/A | | 2008 | -9.51 | -2.82 | -8.39 | -21.94 | | 2007 | 0.65 | 6.23 | 2.00 | -3.36 | | 2006 | 4.15 | -1.49 | 5.62 | 6.66 | | 2005 | -2.17 | 1.30 | 3.56 | 2.02 | | 2004 | 1.60 | 1.66 | -1.92 | 9.15 | | 2003 | -3.25 | 15.32 | 2.59 | 12.09 | | 2002 | 0.19 | -13.46 | -17.30 | 8.47 | | 2001 | -11.91 | 5.72 | -14.75 | 10.63 | | 2000 | 2.20 | -2.76 | -0.98 | -7.89 | | 1999 | N/A | N/A | N/A | 14.80 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1071 | 2021 | 52.99 | | 1-Month | 739 | 2113 | 34.97 | | 3-Month | 418 | 2091 | 19.99 | | 6-Month | 412 | 2064 | 19.96 | | 1-Year | 1001 | 2011 | 49.78 | | 3-Year | 765 | 1707 | 44.82 | | 5-Year | 615 | 1360 | 45.22 |
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0.51% Nasdaq 
Performance
