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| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.87% | | 5-Year Average Return: | 0.25% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.91% | |
Worst 1-Yr Total Return (2008): | -31.41% | |
Best 3-Yr Total Return (2005-7): | 7.34% | |
Worst 3-Yr Total Return (2006-8): | -5.67% |
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| 1-Year: | -13.19% | | 3-Year: | -6.78% | | 5-Year: | -0.41% | | 10-Year: | -1.61% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FBBLX | Category | Diff | Index* | Diff | | Year To Date | 15.87 | 25.10 | -9.23 | 24.07 | -8.2 | | 1-Month | 6.10 | 5.28 | 0.82 | 6.00 | 0.1 | | 3-Month | 8.38 | 7.01 | 1.37 | 7.91 | 0.47 | | 1-Year | 16.51 | 28.01 | -11.5 | 25.39 | -8.88 | | 3-Year | -5.17 | -5.87 | 0.7 | -5.79 | 0.62 | | 5-Year | 0.25 | 0.64 | -0.39 | 0.71 | -0.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.91 | 46.08 | -10.17 | 45.76 | -9.85 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.54 | -17.41 | 0.87 | -18.25 | 1.71 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FBBLX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.41 | -37.79 | 6.38 | | 2007 | | | 5.58 | 6.16 | -0.58 | | 2006 | | | 15.91 | 14.17 | 1.74 | | 2005 | | | 1.07 | 5.88 | -4.81 | | 2004 | | | 5.24 | 10.02 | -4.78 | | 2003 | | | 24.46 | 27.05 | -2.59 | | 2002 | | | -19.60 | -22.25 | 2.65 | | 2001 | | | -12.64 | -13.50 | 0.86 | | 2000 | | | -9.68 | -6.31 | -3.37 | | 1999 | | | 19.64 | 20.16 | -0.52 |
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| PAST QUARTERLY RETURNS (%) FOR
FBBLX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.45 | 12.30 | 12.92 | N/A | | 2008 | -8.47 | -6.34 | -3.81 | -16.81 | | 2007 | -0.87 | 7.36 | 3.49 | -4.13 | | 2006 | 2.79 | -0.20 | 6.67 | 5.92 | | 2005 | -2.29 | -0.03 | 2.68 | 0.77 | | 2004 | -0.32 | 0.66 | -2.18 | 7.21 | | 2003 | -4.01 | 14.90 | 1.59 | 11.08 | | 2002 | 1.72 | -11.88 | -17.36 | 8.54 | | 2001 | -10.82 | 4.57 | -14.24 | 9.24 | | 2000 | -1.55 | -2.54 | -1.11 | -4.80 | | 1999 | N/A | N/A | N/A | 9.90 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1919 | 2021 | 94.95 | | 1-Month | 697 | 2113 | 32.99 | | 3-Month | 146 | 2091 | 6.98 | | 6-Month | 619 | 2064 | 29.99 | | 1-Year | 1676 | 2011 | 83.34 | | 3-Year | 563 | 1707 | 32.98 | | 5-Year | 742 | 1360 | 54.56 |
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0.01% Nasdaq 0.00%
Performance
