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| Morningstar Return Rating: | Low | | Year to Date Return: | 37.55% | | 5-Year Average Return: | -4.43% | | Number of Years Up: | 2 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 12.54% | |
Worst 1-Yr Total Return (2008): | -48.30% | |
Best 3-Yr Total Return (2005-7): | 2.79% | |
Worst 3-Yr Total Return (2006-8): | -19.96% |
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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 | BUFOX | Category | Diff | Index* | Diff | | Year To Date | 37.55 | 25.65 | 11.9 | 24.07 | 13.48 | | 1-Month | 0.15 | 3.38 | -3.23 | 6.00 | -5.85 | | 3-Month | 1.51 | 3.71 | -2.2 | 7.91 | -6.4 | | 1-Year | 45.86 | 31.83 | 14.03 | 25.39 | 20.47 | | 3-Year | -14.32 | -7.28 | -7.04 | -5.79 | -8.53 | | 5-Year | -4.43 | -0.38 | -4.05 | 0.71 | -5.14 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 80.56 | 53.06 | 27.5 | 45.76 | 34.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.85 | -19.68 | 5.83 | -18.25 | 4.4 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BUFOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.30 | -41.55 | -6.75 | | 2007 | | | -11.88 | 7.59 | -19.47 | | 2006 | | | 12.54 | 10.81 | 1.73 | | 2005 | | | 9.50 | 6.02 | 3.48 | | 2004 | | | N/A | 12.41 | N/A | | 2003 | | | N/A | 45.54 | N/A | | 2002 | | | N/A | -27.88 | N/A | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BUFOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.20 | 34.09 | 21.19 | N/A | | 2008 | -19.06 | -7.34 | 0.64 | -31.50 | | 2007 | 2.23 | 2.48 | -3.81 | -12.55 | | 2006 | 10.49 | -8.23 | 0.81 | 10.11 | | 2005 | -5.09 | 5.18 | 5.37 | 4.10 | | 2004 | N/A | N/A | -6.32 | 16.08 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 | 86 | 786 | 10.94 | | 1-Month | 685 | 816 | 83.95 | | 3-Month | 562 | 815 | 68.96 | | 6-Month | 56 | 802 | 6.98 | | 1-Year | 66 | 781 | 8.45 | | 3-Year | 556 | 667 | 83.36 | | 5-Year | 439 | 563 | 77.98 |
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