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| Morningstar Return Rating: | Above average | | Year to Date Return: | 43.47% | | 5-Year Average Return: | 4.30% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 15.69% | |
Worst 1-Yr Total Return (2008): | -36.87% | |
Best 3-Yr Total Return (2004-6): | 11.46% | |
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 | 43.47 | 51.81 | -8.34 | 24.07 | 19.4 | | 1-Month | 3.81 | 5.12 | -1.31 | 6.00 | -2.19 | | 3-Month | 5.27 | 7.87 | -2.6 | 7.91 | -2.64 | | 1-Year | 54.58 | 57.69 | -3.11 | 25.39 | 29.19 | | 3-Year | -0.77 | -1.61 | 0.84 | -5.79 | 5.02 | | 5-Year | 4.30 | 2.56 | 1.74 | 0.71 | 3.59 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 58.03 | 59.60 | -1.57 | 45.76 | 12.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -5.09 | -9.33 | 4.24 | -18.25 | 13.16 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BUFTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | N/A | 129.22 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BUFTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.40 | 19.77 | 17.29 | N/A | | 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 | | 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 | 163 | 215 | 75.81 | | 1-Month | 80 | 229 | 34.93 | | 3-Month | 174 | 229 | 75.98 | | 6-Month | 164 | 217 | 75.58 | | 1-Year | 128 | 207 | 61.84 | | 3-Year | 74 | 198 | 37.37 | | 5-Year | 50 | 186 | 26.88 |
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0.49% Nasdaq 0.00%
Performance
