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| Morningstar Return Rating: | Above average | | Year to Date Return: | -13.04% | | 5-Year Average Return: | 7.54% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2008): | 26.75% | |
Worst 1-Yr Total Return (2006): | -1.40% | |
Best 3-Yr Total Return (2006-8): | 11.09% | |
Worst 3-Yr Total Return (2005-7): | 7.44% |
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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 | BTTRX | Category | Diff | Index* | Diff | | Year To Date | -13.04 | -10.81 | -2.23 | 7.61 | -20.65 | | 1-Month | 3.78 | 2.07 | 1.71 | 1.29 | 2.49 | | 3-Month | 3.50 | 2.47 | 1.03 | 2.86 | 0.64 | | 1-Year | -4.57 | -0.47 | -4.1 | 11.63 | -16.2 | | 3-Year | 5.09 | 6.72 | -1.63 | 6.40 | -1.31 | | 5-Year | 7.54 | 6.40 | 1.14 | 5.49 | 2.05 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 1.78 | 1.40 | 0.38 | 7.06 | -5.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.44 | 7.56 | -4.12 | 7.94 | -4.5 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BTTRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 26.75 | 27.67 | -0.92 | | 2007 | | | 9.70 | 9.76 | -0.06 | | 2006 | | | -1.40 | 0.15 | -1.55 | | 2005 | | | 14.67 | 6.06 | 8.61 | | 2004 | | | 16.40 | 7.39 | 9.01 | | 2003 | | | 2.03 | 1.75 | 0.28 | | 2002 | | | 20.51 | 13.86 | 6.65 | | 2001 | | | -2.69 | 4.10 | -6.79 | | 2000 | | | 32.65 | 17.06 | 15.59 | | 1999 | | | -20.70 | -8.24 | -12.46 |
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| PAST QUARTERLY RETURNS (%) FOR
BTTRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.52 | -9.75 | 6.34 | N/A | | 2008 | 2.18 | -1.68 | 1.87 | 23.85 | | 2007 | 0.17 | -3.66 | 6.09 | 7.14 | | 2006 | -7.11 | -3.21 | 10.02 | -0.33 | | 2005 | 3.80 | 13.73 | -5.02 | 2.28 | | 2004 | 9.04 | -7.73 | 11.22 | 4.01 | | 2003 | 0.73 | 9.91 | -6.59 | -1.34 | | 2002 | -3.93 | 5.79 | 20.36 | -1.49 | | 2001 | -1.91 | -4.59 | 8.56 | -4.23 | | 2000 | 18.82 | -1.88 | 1.95 | 11.61 | | 1999 | N/A | N/A | N/A | -5.93 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 18 | 32 | 56.25 | | 1-Month | 4 | 32 | 12.50 | | 3-Month | 18 | 32 | 56.25 | | 6-Month | 6 | 32 | 18.75 | | 1-Year | 20 | 32 | 62.50 | | 3-Year | 22 | 28 | 78.57 | | 5-Year | 11 | 25 | 44.00 |
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