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| Morningstar Return Rating: | Above average | | Year to Date Return: | 29.48% | | 5-Year Average Return: | 4.54% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.76% | |
Worst 1-Yr Total Return (2008): | -29.47% | |
Best 3-Yr Total Return (2004-6): | 11.97% | |
Worst 3-Yr Total Return (2006-8): | -3.35% |
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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 | BUFBX | Category | Diff | Index* | Diff | | Year To Date | 29.48 | 22.21 | 7.27 | N/A | N/A | | 1-Month | 2.08 | 3.58 | -1.5 | N/A | N/A | | 3-Month | 7.50 | 5.74 | 1.76 | N/A | N/A | | 1-Year | 30.38 | 26.14 | 4.24 | N/A | N/A | | 3-Year | 0.25 | -2.18 | 2.43 | N/A | N/A | | 5-Year | 4.54 | 2.20 | 2.34 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.91 | 33.99 | 2.92 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.99 | -9.13 | -1.86 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BUFBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.47 | -28.00 | -1.47 | | 2007 | | | 9.62 | 5.99 | 3.63 | | 2006 | | | 16.76 | 11.29 | 5.47 | | 2005 | | | 5.41 | 5.13 | 0.28 | | 2004 | | | 14.07 | 8.86 | 5.21 | | 2003 | | | 25.82 | 20.35 | 5.47 | | 2002 | | | -16.01 | -12.02 | -3.99 | | 2001 | | | 0.83 | -5.05 | 5.88 | | 2000 | | | 8.05 | 1.82 | 6.23 | | 1999 | | | 5.44 | 10.71 | -5.27 |
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| PAST QUARTERLY RETURNS (%) FOR
BUFBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.87 | 14.04 | 13.28 | N/A | | 2008 | -5.18 | 2.69 | -8.75 | -20.62 | | 2007 | 0.69 | 5.92 | 3.08 | -0.28 | | 2006 | 5.28 | 2.31 | 2.95 | 5.30 | | 2005 | -0.23 | 1.78 | 4.53 | -0.69 | | 2004 | 3.69 | 2.94 | 1.57 | 5.21 | | 2003 | -2.27 | 14.83 | 3.61 | 8.21 | | 2002 | 1.73 | -12.41 | -13.41 | 8.84 | | 2001 | -3.66 | 8.26 | -14.24 | 12.73 | | 2000 | 9.09 | -1.21 | 1.21 | -0.94 | | 1999 | N/A | N/A | N/A | 5.71 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 118 | 1184 | 9.97 | | 1-Month | 974 | 1233 | 78.99 | | 3-Month | 86 | 1229 | 7.00 | | 6-Month | 253 | 1208 | 20.94 | | 1-Year | 176 | 1183 | 14.88 | | 3-Year | 116 | 932 | 12.45 | | 5-Year | 34 | 784 | 4.34 |
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