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| Morningstar Return Rating: | Above average | | Year to Date Return: | 43.44% | | 5-Year Average Return: | 3.88% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 16.60% | |
Worst 1-Yr Total Return (2008): | -39.43% | |
Best 3-Yr Total Return (2004-6): | 11.94% | |
Worst 3-Yr Total Return (2006-8): | -11.04% |
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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 | BUFMX | Category | Diff | Index* | Diff | | Year To Date | 43.44 | 31.59 | 11.85 | 24.07 | 19.37 | | 1-Month | 4.46 | 4.49 | -0.03 | 6.00 | -1.54 | | 3-Month | 6.07 | 6.16 | -0.09 | 7.91 | -1.84 | | 1-Year | 55.89 | 35.24 | 20.65 | 25.39 | 30.5 | | 3-Year | -1.31 | -5.04 | 3.73 | -5.79 | 4.48 | | 5-Year | 3.88 | 1.47 | 2.41 | 0.71 | 3.17 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.27 | 48.99 | 7.28 | 45.76 | 10.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.90 | -20.53 | 12.63 | -18.25 | 10.35 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BUFMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.43 | -43.77 | 4.34 | | 2007 | | | 9.97 | 15.09 | -5.12 | | 2006 | | | 5.68 | 9.00 | -3.32 | | 2005 | | | 13.83 | 9.84 | 3.99 | | 2004 | | | 16.60 | 13.23 | 3.37 | | 2003 | | | 43.66 | 35.96 | 7.70 | | 2002 | | | -22.13 | -27.24 | 5.11 | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BUFMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.42 | 19.31 | 17.27 | N/A | | 2008 | -15.89 | 1.17 | -7.94 | -22.67 | | 2007 | 3.46 | 8.50 | 3.09 | -4.97 | | 2006 | 6.77 | -8.21 | 2.47 | 5.24 | | 2005 | -2.94 | 4.55 | 6.03 | 5.80 | | 2004 | 10.78 | -1.53 | -6.29 | 14.05 | | 2003 | -3.46 | 22.02 | 7.50 | 13.45 | | 2002 | 0.90 | -13.24 | -18.56 | 9.23 | | 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 | 90 | 827 | 10.88 | | 1-Month | 325 | 881 | 36.89 | | 3-Month | 87 | 879 | 9.90 | | 6-Month | 77 | 862 | 8.93 | | 1-Year | 55 | 825 | 6.67 | | 3-Year | 99 | 734 | 13.49 | | 5-Year | 113 | 632 | 17.88 |
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0.31% Nasdaq 
0.05%
Performance
