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| Morningstar Return Rating: | Above average | | Year to Date Return: | -3.00% | | 5-Year Average Return: | 4.83% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 51.62% | |
Worst 1-Yr Total Return (2008): | -36.87% | |
Best 3-Yr Total Return (2005-7): | 8.99% | |
Worst 3-Yr Total Return (2006-8): | -8.56% |
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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 | BUFTX | Category | Diff | Index* | Diff | | Year To Date | -3.00 | -7.47 | 4.47 | -3.60 | 0.6 | | 1-Month | -3.00 | -7.47 | 4.47 | -3.60 | 0.6 | | 3-Month | 6.41 | 3.77 | 2.64 | 4.16 | 2.25 | | 1-Year | 51.60 | 53.49 | -1.89 | 33.14 | 18.46 | | 3-Year | -0.78 | -2.32 | 1.54 | -7.24 | 6.46 | | 5-Year | 4.83 | 2.84 | 1.99 | 0.18 | 4.65 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.03 | 59.63 | -1.6 | 45.76 | 12.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -5.09 | -9.29 | 4.2 | -18.25 | 13.16 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BUFTX | Category | Diff | | 2009 | | | 51.62 | 61.99 | -10.37 | | 2008 | | | -36.87 | -45.33 | 8.46 | | 2007 | | | 8.15 | 16.12 | -7.97 | | 2006 | | | 11.96 | 7.08 | 4.88 | | 2005 | | | 6.91 | 5.76 | 1.15 | | 2004 | | | 15.69 | 4.24 | 11.45 | | 2003 | | | 62.68 | 55.77 | 6.91 | | 2002 | | | -39.01 | -42.86 | 3.85 | | 2001 | | | N/A | -36.89 | N/A | | 2000 | | | N/A | -31.36 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BUFTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.40 | 19.77 | 17.29 | 5.41 | | 2008 | -15.10 | 3.49 | -8.52 | -21.45 | | 2007 | 2.67 | 9.05 | 3.88 | -7.01 | | 2006 | 10.23 | -7.76 | 6.27 | 3.62 | | 2005 | -7.90 | 3.91 | 7.98 | 3.45 | | 2004 | 9.63 | 1.54 | -6.60 | 11.27 | | 2003 | -2.91 | 28.95 | 13.94 | 14.04 | | 2002 | 0.30 | -31.24 | -27.00 | 21.14 | | 2001 | N/A | N/A | -28.12 | 31.48 | | 2000 | 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 | 2 | 225 | 0.89 | | 1-Month | 2 | 225 | 0.89 | | 3-Month | 20 | 225 | 8.89 | | 6-Month | 61 | 218 | 27.98 | | 1-Year | 88 | 210 | 41.90 | | 3-Year | 68 | 194 | 35.05 | | 5-Year | 52 | 183 | 28.42 |
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0.64% Nasdaq 
0.08 (0.66%) 
Performance
