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| Morningstar Return Rating: | Above average | | Year to Date Return: | 41.12% | | 5-Year Average Return: | 4.72% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 8.61% | |
Worst 1-Yr Total Return (2008): | -21.30% | |
Best 3-Yr Total Return (2004-6): | 5.27% | |
Worst 3-Yr Total Return (2006-8): | -3.92% |
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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 | BUFHX | Category | Diff | Index* | Diff | | Year To Date | 41.12 | 42.53 | -1.41 | 7.61 | 33.51 | | 1-Month | 0.86 | 1.09 | -0.23 | 1.29 | -0.43 | | 3-Month | 5.68 | 7.76 | -2.08 | 2.86 | 2.82 | | 1-Year | 44.40 | 48.90 | -4.5 | 11.63 | 32.77 | | 3-Year | 4.95 | 2.47 | 2.48 | 6.40 | -1.45 | | 5-Year | 4.72 | 4.02 | 0.7 | 5.49 | -0.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.69 | 35.54 | -0.85 | 7.06 | 27.63 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.32 | 0.71 | 6.61 | 7.94 | -0.62 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BUFHX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.30 | -26.41 | 5.11 | | 2007 | | | 3.78 | 1.47 | 2.31 | | 2006 | | | 8.61 | 10.14 | -1.53 | | 2005 | | | -0.88 | 2.59 | -3.47 | | 2004 | | | 8.38 | 9.99 | -1.61 | | 2003 | | | 20.25 | 24.36 | -4.11 | | 2002 | | | 4.01 | -1.52 | 5.53 | | 2001 | | | 10.58 | 2.39 | 8.19 | | 2000 | | | 4.42 | -7.12 | 11.54 | | 1999 | | | 1.98 | 5.05 | -3.07 |
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| PAST QUARTERLY RETURNS (%) FOR
BUFHX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.29 | 16.98 | 11.89 | N/A | | 2008 | -3.13 | -1.05 | -2.76 | -15.56 | | 2007 | 2.08 | 0.75 | 1.45 | -0.54 | | 2006 | 4.18 | -1.08 | 2.40 | 2.92 | | 2005 | -3.33 | 1.96 | 0.35 | 0.21 | | 2004 | 1.76 | 0.66 | 1.43 | 4.32 | | 2003 | 3.21 | 9.01 | 2.47 | 4.31 | | 2002 | 1.31 | -1.73 | -0.33 | 4.81 | | 2001 | 7.78 | 2.54 | -2.93 | 3.09 | | 2000 | 1.24 | 0.30 | 3.41 | -0.56 | | 1999 | N/A | N/A | N/A | 0.69 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 331 | 543 | 60.96 | | 1-Month | 551 | 574 | 95.99 | | 3-Month | 502 | 571 | 87.92 | | 6-Month | 419 | 559 | 74.96 | | 1-Year | 347 | 543 | 63.90 | | 3-Year | 51 | 467 | 10.92 | | 5-Year | 136 | 403 | 33.75 |
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