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| Morningstar Return Rating: | Average | | Year to Date Return: | -2.47% | | 5-Year Average Return: | 4.72% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2008): | 13.52% | |
Worst 1-Yr Total Return (2005): | 2.38% | |
Best 3-Yr Total Return (2006-8): | 8.18% | |
Worst 3-Yr Total Return (2004-6): | 2.69% |
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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 | BUTCX | Category | Diff | Index* | Diff | | Year To Date | -2.47 | 5.18 | -7.65 | 6.24 | -8.71 | | 1-Month | -0.08 | 0.57 | -0.65 | 0.49 | -0.57 | | 3-Month | 1.63 | 2.42 | -0.79 | 2.60 | -0.97 | | 1-Year | 6.03 | 10.54 | -4.51 | 13.79 | -7.76 | | 3-Year | 6.39 | 5.52 | 0.87 | 6.35 | 0.04 | | 5-Year | 4.72 | 4.28 | 0.44 | 5.05 | -0.33 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 1.19 | 4.85 | -3.66 | 7.06 | -5.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.14 | 7.28 | -1.14 | 7.94 | -1.8 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BUTCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 13.52 | 4.76 | 8.76 | | 2007 | | | 8.64 | 6.09 | 2.55 | | 2006 | | | 2.65 | 3.47 | -0.82 | | 2005 | | | 2.38 | 1.91 | 0.47 | | 2004 | | | 3.05 | 3.01 | 0.04 | | 2003 | | | 1.87 | 1.90 | -0.03 | | 2002 | | | 11.32 | 9.23 | 2.09 | | 2001 | | | 6.19 | 6.81 | -0.62 | | 2000 | | | 12.85 | 10.86 | 1.99 | | 1999 | | | -2.88 | -1.35 | -1.53 |
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| PAST QUARTERLY RETURNS (%) FOR
BUTCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.36 | -3.07 | 2.09 | N/A | | 2008 | 4.37 | -2.23 | 2.27 | 8.78 | | 2007 | 1.37 | -0.60 | 3.81 | 3.86 | | 2006 | -1.31 | -0.15 | 3.51 | 0.64 | | 2005 | -0.50 | 3.56 | -1.24 | 0.60 | | 2004 | 2.91 | -3.25 | 3.17 | 0.32 | | 2003 | 0.92 | 2.61 | -1.04 | -0.59 | | 2002 | -0.99 | 4.39 | 7.35 | 0.32 | | 2001 | 2.16 | -0.49 | 5.41 | -0.91 | | 2000 | 3.65 | 1.39 | 2.52 | 4.75 | | 1999 | N/A | N/A | N/A | -0.78 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 348 | 367 | 94.82 | | 1-Month | 329 | 374 | 87.97 | | 3-Month | 310 | 374 | 82.89 | | 6-Month | 350 | 373 | 93.83 | | 1-Year | 266 | 357 | 74.51 | | 3-Year | 96 | 345 | 27.83 | | 5-Year | 89 | 318 | 27.99 |
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