|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 2.75% | | 5-Year Average Return: | 3.92% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 7.11% | |
Worst 1-Yr Total Return (2005): | 1.00% | |
Best 3-Yr Total Return (2006-8): | 5.38% | |
Worst 3-Yr Total Return (2004-6): | 1.81% |
|
| 1-Year: | 2.98% | | 3-Year: | 4.25% | | 5-Year: | 3.65% | | 10-Year: | 4.68% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BUSGX | Category | Diff | Index* | Diff | | Year To Date | 2.75 | 5.18 | -2.43 | 6.24 | -3.49 | | 1-Month | 0.28 | 0.57 | -0.29 | 0.49 | -0.21 | | 3-Month | 1.43 | 2.42 | -0.99 | 2.60 | -1.17 | | 1-Year | 9.74 | 10.54 | -0.8 | 13.79 | -4.05 | | 3-Year | 5.39 | 5.52 | -0.13 | 6.35 | -0.96 | | 5-Year | 3.92 | 4.28 | -0.36 | 5.05 | -1.13 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 3.13 | 4.85 | -1.72 | 7.06 | -3.93 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.79 | 7.28 | 1.51 | 7.94 | 0.85 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BUSGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 7.11 | 4.76 | 2.35 | | 2007 | | | 5.85 | 6.09 | -0.24 | | 2006 | | | 3.21 | 3.47 | -0.26 | | 2005 | | | 1.00 | 1.91 | -0.91 | | 2004 | | | 1.25 | 3.01 | -1.76 | | 2003 | | | 1.25 | 1.90 | -0.65 | | 2002 | | | 9.58 | 9.23 | 0.35 | | 2001 | | | 5.37 | 6.81 | -1.44 | | 2000 | | | 11.09 | 10.86 | 0.23 | | 1999 | | | -3.28 | -1.35 | -1.93 |
|
| PAST QUARTERLY RETURNS (%) FOR
BUSGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.67 | 0.04 | 1.74 | N/A | | 2008 | 2.23 | -1.12 | 0.54 | 5.38 | | 2007 | 1.17 | -1.08 | 2.85 | 2.84 | | 2006 | -0.85 | -0.43 | 3.52 | 0.98 | | 2005 | -0.54 | 2.12 | -0.68 | 0.12 | | 2004 | 1.79 | -2.61 | 1.68 | 0.45 | | 2003 | 0.94 | 1.35 | -0.79 | -0.24 | | 2002 | -0.20 | 3.91 | 5.30 | 0.35 | | 2001 | 2.10 | -0.28 | 4.68 | -1.13 | | 2000 | 2.04 | 1.27 | 2.67 | 4.72 | | 1999 | N/A | N/A | N/A | -0.74 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 242 | 367 | 65.94 | | 1-Month | 310 | 374 | 82.89 | | 3-Month | 362 | 374 | 96.79 | | 6-Month | 298 | 373 | 79.89 | | 1-Year | 198 | 357 | 55.46 | | 3-Year | 172 | 345 | 49.86 | | 5-Year | 166 | 318 | 52.20 |
|
|
|
|
|
0.22% Nasdaq 
0.03 (0.28%) 
Performance
