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| Morningstar Return Rating: | Average | | Year to Date Return: | 1.58% | | 5-Year Average Return: | 3.96% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 8.18% | |
Worst 1-Yr Total Return (2005): | 0.82% | |
Best 3-Yr Total Return (2006-8): | 5.93% | |
Worst 3-Yr Total Return (2004-6): | 1.96% |
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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 | BUSDX | Category | Diff | Index* | Diff | | Year To Date | 1.58 | 3.42 | -1.84 | 6.24 | -4.66 | | 1-Month | 0.29 | 0.37 | -0.08 | 0.49 | -0.2 | | 3-Month | 1.31 | 1.41 | -0.1 | 2.60 | -1.29 | | 1-Year | 5.86 | 6.18 | -0.32 | 13.79 | -7.93 | | 3-Year | 5.31 | 4.97 | 0.34 | 6.35 | -1.04 | | 5-Year | 3.96 | 3.80 | 0.16 | 5.05 | -1.09 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 2.00 | 2.96 | -0.96 | 7.06 | -5.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.28 | 5.15 | 1.13 | 7.94 | -1.66 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BUSDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 8.18 | 4.80 | 3.38 | | 2007 | | | 5.60 | 5.87 | -0.27 | | 2006 | | | 4.06 | 3.67 | 0.39 | | 2005 | | | 0.82 | 1.26 | -0.44 | | 2004 | | | 1.03 | 1.46 | -0.43 | | 2003 | | | 1.67 | 1.45 | 0.22 | | 2002 | | | 7.45 | 6.85 | 0.60 | | 2001 | | | 7.99 | 7.26 | 0.73 | | 2000 | | | 7.96 | 8.30 | -0.34 | | 1999 | | | 1.71 | 1.49 | 0.22 |
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| PAST QUARTERLY RETURNS (%) FOR
BUSDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.56 | -0.65 | 1.39 | N/A | | 2008 | 3.12 | -1.41 | 1.44 | 4.90 | | 2007 | 1.20 | 0.01 | 1.86 | 2.43 | | 2006 | 0.12 | 0.37 | 2.47 | 1.07 | | 2005 | -0.76 | 1.60 | -0.41 | 0.41 | | 2004 | 1.45 | -1.89 | 1.42 | 0.08 | | 2003 | 0.82 | 0.91 | -0.09 | 0.03 | | 2002 | 0.04 | 3.01 | 3.24 | 0.99 | | 2001 | 2.84 | 0.88 | 4.00 | 0.08 | | 2000 | 1.21 | 1.55 | 2.25 | 2.73 | | 1999 | N/A | N/A | N/A | 0.26 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 112 | 159 | 70.44 | | 1-Month | 47 | 163 | 28.83 | | 3-Month | 51 | 162 | 31.48 | | 6-Month | 107 | 161 | 66.46 | | 1-Year | 69 | 157 | 43.95 | | 3-Year | 53 | 150 | 35.33 | | 5-Year | 51 | 145 | 35.17 |
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0.01% Nasdaq 
0.22%
Performance
