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| Morningstar Return Rating: | Above average | | Year to Date Return: | 29.37% | | 5-Year Average Return: | 2.85% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.44% | |
Worst 1-Yr Total Return (2008): | -32.69% | |
Best 3-Yr Total Return (2005-7): | 8.21% | |
Worst 3-Yr Total Return (2006-8): | -6.57% |
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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 | BUFGX | Category | Diff | Index* | Diff | | Year To Date | 29.37 | 31.20 | -1.83 | 24.07 | 5.3 | | 1-Month | 3.16 | 5.67 | -2.51 | 6.00 | -2.84 | | 3-Month | 4.13 | 8.18 | -4.05 | 7.91 | -3.78 | | 1-Year | 34.34 | 34.04 | 0.3 | 25.39 | 8.95 | | 3-Year | -1.82 | -3.89 | 2.07 | -5.79 | 3.97 | | 5-Year | 2.85 | 1.25 | 1.6 | 0.71 | 2.14 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.96 | 43.84 | 10.12 | 45.76 | 8.2 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.32 | -18.03 | 4.71 | -18.25 | 4.93 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BUFGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.69 | -40.67 | 7.98 | | 2007 | | | 7.76 | 13.35 | -5.59 | | 2006 | | | 12.44 | 7.05 | 5.39 | | 2005 | | | 4.59 | 6.71 | -2.12 | | 2004 | | | 7.13 | 7.81 | -0.68 | | 2003 | | | 36.11 | 28.66 | 7.45 | | 2002 | | | -25.43 | -27.64 | 2.21 | | 2001 | | | -10.54 | -22.30 | 11.76 | | 2000 | | | 8.80 | -13.05 | 21.85 | | 1999 | | | 37.31 | 38.87 | -1.56 |
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| PAST QUARTERLY RETURNS (%) FOR
BUFGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.15 | 20.57 | 16.08 | N/A | | 2008 | -9.82 | 3.13 | -5.54 | -23.39 | | 2007 | 3.95 | 5.08 | 2.97 | -4.19 | | 2006 | 4.49 | -3.43 | 4.99 | 6.12 | | 2005 | -4.18 | 2.80 | 6.27 | -0.10 | | 2004 | 4.01 | 2.13 | -5.67 | 6.92 | | 2003 | -3.76 | 17.43 | 6.34 | 13.27 | | 2002 | 3.69 | -16.77 | -19.58 | 7.45 | | 2001 | -13.93 | 8.47 | -17.72 | 16.47 | | 2000 | 16.76 | 1.04 | -5.62 | -2.29 | | 1999 | N/A | N/A | N/A | 21.19 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 945 | 1818 | 51.98 | | 1-Month | 1162 | 1906 | 60.97 | | 3-Month | 1827 | 1904 | 95.96 | | 6-Month | 1548 | 1866 | 82.96 | | 1-Year | 865 | 1815 | 47.66 | | 3-Year | 265 | 1537 | 17.24 | | 5-Year | 223 | 1273 | 17.52 |
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0.49% Nasdaq 0.00%
Performance
