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| Morningstar Return Rating: | Low | | Year to Date Return: | -2.21% | | 5-Year Average Return: | -4.56% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 22.49% | |
Worst 1-Yr Total Return (2008): | -33.77% | |
Best 3-Yr Total Return (2004-6): | 14.72% | |
Worst 3-Yr Total Return (2006-8): | -11.93% |
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| 1-Year: | -24.48% | | 3-Year: | -12.87% | | 5-Year: | -3.16% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BTVBX | Category | Diff | Index* | Diff | | Year To Date | -2.21 | 19.13 | -21.34 | 17.05 | -19.26 | | 1-Month | -7.53 | -5.65 | -1.88 | -1.86 | -5.67 | | 3-Month | -3.39 | 2.75 | -6.14 | 5.48 | -8.87 | | 1-Year | -10.34 | 11.45 | -21.79 | 9.80 | -20.14 | | 3-Year | -15.28 | -8.46 | -6.82 | -7.02 | -8.26 | | 5-Year | -4.56 | 0.52 | -5.08 | 0.33 | -4.89 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.96 | 57.02 | -26.06 | 45.76 | -14.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -30.81 | -18.27 | -12.54 | -18.25 | -12.56 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BTVBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.77 | -36.56 | 2.79 | | 2007 | | | -9.21 | -1.10 | -8.11 | | 2006 | | | 13.61 | 15.03 | -1.42 | | 2005 | | | 8.49 | 6.75 | 1.74 | | 2004 | | | 22.49 | 18.94 | 3.55 | | 2003 | | | N/A | 43.41 | N/A | | 2002 | | | N/A | -16.22 | N/A | | 2001 | | | N/A | 8.92 | N/A | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BTVBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.69 | 12.06 | 11.93 | N/A | | 2008 | -8.28 | 2.65 | -6.42 | -24.83 | | 2007 | 2.75 | 3.59 | -8.96 | -6.31 | | 2006 | 10.44 | -4.80 | 0.34 | 7.69 | | 2005 | -0.91 | 5.74 | 2.87 | 0.65 | | 2004 | 5.93 | 3.43 | 1.44 | 10.21 | | 2003 | N/A | N/A | 6.15 | 12.07 | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 634 | 641 | 98.91 | | 1-Month | 622 | 662 | 93.96 | | 3-Month | 638 | 652 | 97.85 | | 6-Month | 647 | 647 | 100.00 | | 1-Year | 531 | 630 | 84.29 | | 3-Year | 440 | 553 | 79.57 | | 5-Year | 363 | 452 | 80.31 |
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