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| Morningstar Return Rating: | Above average | | Year to Date Return: | 29.81% | | 5-Year Average Return: | 2.12% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 28.82% | |
Worst 1-Yr Total Return (2008): | -29.84% | |
Best 3-Yr Total Return (2004-6): | 14.86% | |
Worst 3-Yr Total Return (2006-8): | -7.29% |
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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 | BUFSX | Category | Diff | Index* | Diff | | Year To Date | 29.81 | 25.65 | 4.16 | 24.07 | 5.74 | | 1-Month | 1.77 | 3.38 | -1.61 | 6.00 | -4.23 | | 3-Month | -1.62 | 3.71 | -5.33 | 7.91 | -9.53 | | 1-Year | 42.71 | 31.83 | 10.88 | 25.39 | 17.32 | | 3-Year | -3.00 | -7.28 | 4.28 | -5.79 | 2.79 | | 5-Year | 2.12 | -0.38 | 2.5 | 0.71 | 1.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.56 | 53.06 | 1.5 | 45.76 | 8.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.70 | -19.68 | 20.38 | -18.25 | 18.95 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BUFSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -29.84 | -41.55 | 11.71 | | 2007 | | | -0.33 | 7.59 | -7.92 | | 2006 | | | 13.95 | 10.81 | 3.14 | | 2005 | | | 3.22 | 6.02 | -2.80 | | 2004 | | | 28.82 | 12.41 | 16.41 | | 2003 | | | 51.23 | 45.54 | 5.69 | | 2002 | | | -25.75 | -27.88 | 2.13 | | 2001 | | | 31.18 | -8.91 | 40.09 | | 2000 | | | 33.69 | -3.85 | 37.54 | | 1999 | | | 34.79 | 64.77 | -29.98 |
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| PAST QUARTERLY RETURNS (%) FOR
BUFSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.98 | 20.60 | 15.19 | N/A | | 2008 | -15.27 | -0.60 | 1.93 | -18.27 | | 2007 | 3.93 | 6.25 | -2.45 | -7.47 | | 2006 | 12.85 | -9.40 | 3.54 | 7.65 | | 2005 | -4.88 | 4.33 | 1.64 | 2.33 | | 2004 | 15.87 | -0.32 | -3.01 | 15.00 | | 2003 | -6.82 | 30.38 | 11.12 | 12.03 | | 2002 | 5.61 | -13.25 | -23.00 | 5.26 | | 2001 | -1.77 | 23.45 | -16.18 | 29.06 | | 2000 | 20.53 | 1.89 | 10.08 | -1.11 | | 1999 | N/A | N/A | N/A | 18.98 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 243 | 786 | 30.92 | | 1-Month | 595 | 816 | 72.92 | | 3-Month | 717 | 815 | 87.98 | | 6-Month | 641 | 802 | 79.93 | | 1-Year | 208 | 781 | 26.63 | | 3-Year | 61 | 667 | 9.15 | | 5-Year | 84 | 563 | 14.92 |
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0.49% Nasdaq 
Performance
