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| Morningstar Return Rating: | Above average | | Year to Date Return: | 3.06% | | 5-Year Average Return: | 4.72% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 8.68% | |
Worst 1-Yr Total Return (2005): | 1.21% | |
Best 3-Yr Total Return (2006-8): | 6.35% | |
Worst 3-Yr Total Return (2004-6): | 2.35% |
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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 | BUSAX | Category | Diff | Index* | Diff | | Year To Date | 3.06 | 4.17 | -1.11 | 7.61 | -4.55 | | 1-Month | 1.12 | 0.70 | 0.42 | 1.29 | -0.17 | | 3-Month | 1.91 | 1.51 | 0.4 | 2.86 | -0.95 | | 1-Year | 4.89 | 5.67 | -0.78 | 11.63 | -6.74 | | 3-Year | 5.76 | 5.00 | 0.76 | 6.40 | -0.64 | | 5-Year | 4.72 | 4.03 | 0.69 | 5.49 | -0.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 2.29 | 3.01 | -0.72 | 7.06 | -4.77 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.68 | 5.22 | 1.46 | 7.94 | -1.26 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BUSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 8.68 | 4.80 | 3.88 | | 2007 | | | 6.00 | 5.87 | 0.13 | | 2006 | | | 4.41 | 3.67 | 0.74 | | 2005 | | | 1.21 | 1.26 | -0.05 | | 2004 | | | 1.44 | 1.46 | -0.02 | | 2003 | | | 2.06 | 1.45 | 0.61 | | 2002 | | | 7.84 | 6.85 | 0.99 | | 2001 | | | 8.41 | 7.26 | 1.15 | | 2000 | | | 8.40 | 8.30 | 0.10 | | 1999 | | | 2.09 | 1.49 | 0.60 |
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| PAST QUARTERLY RETURNS (%) FOR
BUSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.66 | -0.55 | 1.49 | N/A | | 2008 | 3.27 | -1.31 | 1.58 | 4.98 | | 2007 | 1.35 | 0.06 | 2.01 | 2.47 | | 2006 | 0.22 | 0.42 | 2.56 | 1.16 | | 2005 | -0.66 | 1.70 | -0.31 | 0.50 | | 2004 | 1.52 | -1.74 | 1.46 | 0.22 | | 2003 | 0.91 | 1.06 | -0.04 | 0.12 | | 2002 | 0.14 | 3.10 | 3.33 | 1.08 | | 2001 | 2.92 | 0.97 | 4.09 | 0.22 | | 2000 | 1.29 | 1.64 | 2.35 | 2.87 | | 1999 | N/A | N/A | N/A | 0.40 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 107 | 158 | 67.72 | | 1-Month | 85 | 162 | 52.47 | | 3-Month | 50 | 162 | 30.86 | | 6-Month | 56 | 161 | 34.78 | | 1-Year | 86 | 156 | 55.13 | | 3-Year | 42 | 149 | 28.19 | | 5-Year | 28 | 144 | 19.44 |
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0.51% Nasdaq 
0.03 (0.15%) 
Performance
