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| Morningstar Return Rating: | Average | | Year to Date Return: | -3.57% | | 5-Year Average Return: | 0.14% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 26.44% | |
Worst 1-Yr Total Return (2008): | -37.06% | |
Best 3-Yr Total Return (2005-7): | 8.58% | |
Worst 3-Yr Total Return (2006-8): | -8.41% |
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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 | BTIIX | Category | Diff | Index* | Diff | | Year To Date | -3.57 | -3.57 | 0 | -3.60 | 0.03 | | 1-Month | -3.57 | -3.57 | 0 | -3.60 | 0.03 | | 3-Month | 4.19 | 3.99 | 0.2 | 4.16 | 0.03 | | 1-Year | 33.12 | 34.15 | -1.03 | 33.14 | -0.02 | | 3-Year | -7.26 | -7.17 | -0.09 | -7.24 | -0.02 | | 5-Year | 0.14 | 0.19 | -0.05 | 0.18 | -0.04 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.74 | 46.19 | -0.45 | 45.76 | -0.02 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.23 | -17.46 | -0.77 | -18.25 | 0.02 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BTIIX | Category | Diff | | 2009 | | | 26.44 | 28.17 | -1.73 | | 2008 | | | -37.06 | -37.79 | 0.73 | | 2007 | | | 5.49 | 6.16 | -0.67 | | 2006 | | | 15.72 | 14.17 | 1.55 | | 2005 | | | 4.85 | 5.88 | -1.03 | | 2004 | | | 10.74 | 10.02 | 0.72 | | 2003 | | | 28.41 | 27.05 | 1.36 | | 2002 | | | -22.10 | -22.25 | 0.15 | | 2001 | | | -12.04 | -13.50 | 1.46 | | 2000 | | | -9.22 | -6.31 | -2.91 |
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| PAST QUARTERLY RETURNS (%) FOR
BTIIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.99 | 15.92 | 15.58 | 6.03 | | 2008 | -9.48 | -2.80 | -8.37 | -21.92 | | 2007 | 0.68 | 6.25 | 2.02 | -3.34 | | 2006 | 4.20 | -1.46 | 5.64 | 6.68 | | 2005 | -2.14 | 1.34 | 3.59 | 2.06 | | 2004 | 1.64 | 1.69 | -1.88 | 9.19 | | 2003 | -3.21 | 15.32 | 2.60 | 12.13 | | 2002 | 0.22 | -13.42 | -17.26 | 8.50 | | 2001 | -11.88 | 5.77 | -14.72 | 10.67 | | 2000 | 2.23 | -2.72 | -0.94 | -7.86 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 745 | 2131 | 34.96 | | 1-Month | 724 | 2131 | 33.97 | | 3-Month | 609 | 2102 | 28.97 | | 6-Month | 538 | 2071 | 25.98 | | 1-Year | 808 | 2011 | 40.18 | | 3-Year | 729 | 1772 | 41.14 | | 5-Year | 557 | 1376 | 40.48 |
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1.52% Nasdaq 0.00%
Performance
