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| Morningstar Return Rating: | Above average | | Year to Date Return: | 46.74% | | 5-Year Average Return: | 2.14% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.45% | |
Worst 1-Yr Total Return (2008): | -40.84% | |
Best 3-Yr Total Return (2005-7): | 6.78% | |
Worst 3-Yr Total Return (2006-8): | -10.94% |
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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 | BUFEX | Category | Diff | Index* | Diff | | Year To Date | 46.74 | 31.20 | 15.54 | 24.07 | 22.67 | | 1-Month | 6.01 | 5.67 | 0.34 | 6.00 | 0.01 | | 3-Month | 8.22 | 8.18 | 0.04 | 7.91 | 0.31 | | 1-Year | 50.23 | 34.04 | 16.19 | 25.39 | 24.84 | | 3-Year | -1.54 | -3.89 | 2.35 | -5.79 | 4.25 | | 5-Year | 2.14 | 1.25 | 0.89 | 0.71 | 1.43 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 61.30 | 43.84 | 17.46 | 45.76 | 15.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.39 | -18.03 | 8.64 | -18.25 | 8.86 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BUFEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.84 | -40.67 | -0.17 | | 2007 | | | 8.10 | 13.35 | -5.25 | | 2006 | | | 10.45 | 7.05 | 3.40 | | 2005 | | | 1.98 | 6.71 | -4.73 | | 2004 | | | 7.81 | 7.81 | 0.00 | | 2003 | | | 29.72 | 28.66 | 1.06 | | 2002 | | | -24.76 | -27.64 | 2.88 | | 2001 | | | -14.87 | -22.30 | 7.43 | | 2000 | | | 20.53 | -13.05 | 33.58 | | 1999 | | | 15.41 | 38.87 | -23.46 |
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| PAST QUARTERLY RETURNS (%) FOR
BUFEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.00 | 18.10 | 20.77 | N/A | | 2008 | -9.89 | -4.34 | -9.06 | -24.53 | | 2007 | 3.90 | 7.89 | 0.56 | -4.11 | | 2006 | 3.29 | -3.57 | 7.20 | 3.43 | | 2005 | -4.20 | 0.68 | 2.36 | 3.29 | | 2004 | 1.74 | 0.84 | -5.77 | 11.52 | | 2003 | -5.77 | 20.52 | 5.29 | 8.48 | | 2002 | 2.31 | -19.96 | -18.32 | 12.48 | | 2001 | -14.66 | 9.34 | -19.83 | 13.79 | | 2000 | 14.11 | -2.28 | 7.34 | 0.70 | | 1999 | N/A | N/A | N/A | 12.02 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 90 | 1818 | 4.95 | | 1-Month | 285 | 1906 | 14.95 | | 3-Month | 837 | 1904 | 43.96 | | 6-Month | 74 | 1866 | 3.97 | | 1-Year | 111 | 1815 | 6.12 | | 3-Year | 270 | 1537 | 17.57 | | 5-Year | 348 | 1273 | 27.34 |
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0.01% Nasdaq 
Performance
