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| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.34% | | 5-Year Average Return: | -0.68% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.03% | |
Worst 1-Yr Total Return (2008): | -32.99% | |
Best 3-Yr Total Return (2004-6): | 7.15% | |
Worst 3-Yr Total Return (2006-8): | -7.94% |
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| 1-Year: | -12.61% | | 3-Year: | -6.95% | | 5-Year: | -0.58% | | 10-Year: | -2.40% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FBCBX | Category | Diff | Index* | Diff | | Year To Date | 12.34 | 18.65 | -6.31 | 17.05 | -4.71 | | 1-Month | -0.99 | -2.18 | 1.19 | -1.86 | 0.87 | | 3-Month | 5.13 | 5.08 | 0.05 | 5.48 | -0.35 | | 1-Year | 6.14 | 11.86 | -5.72 | 9.80 | -3.66 | | 3-Year | -7.14 | -6.78 | -0.36 | -7.02 | -0.12 | | 5-Year | -0.68 | 0.49 | -1.17 | 0.33 | -1.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.96 | 45.26 | -7.3 | 45.76 | -7.8 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.75 | -15.99 | -1.76 | -18.25 | 0.5 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FBCBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.99 | -37.79 | 4.80 | | 2007 | | | 3.01 | 6.16 | -3.15 | | 2006 | | | 13.03 | 14.17 | -1.14 | | 2005 | | | 2.91 | 5.88 | -2.97 | | 2004 | | | 5.74 | 10.02 | -4.28 | | 2003 | | | 24.30 | 27.05 | -2.75 | | 2002 | | | -26.71 | -22.25 | -4.46 | | 2001 | | | -19.90 | -13.50 | -6.40 | | 2000 | | | -6.70 | -6.31 | -0.39 | | 1999 | | | 23.84 | 20.16 | 3.68 |
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| PAST QUARTERLY RETURNS (%) FOR
FBCBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.24 | 12.98 | 13.13 | N/A | | 2008 | -8.92 | -3.92 | -4.53 | -19.79 | | 2007 | -0.77 | 6.45 | 1.83 | -4.24 | | 2006 | 3.67 | -2.16 | 5.12 | 6.02 | | 2005 | -1.88 | 0.43 | 2.63 | 1.76 | | 2004 | 0.83 | -0.60 | -2.98 | 8.75 | | 2003 | -4.32 | 14.13 | 2.20 | 11.38 | | 2002 | -2.92 | -13.37 | -16.81 | 4.74 | | 2001 | -13.42 | 4.89 | -18.28 | 7.93 | | 2000 | 7.64 | -5.12 | -1.27 | -7.47 | | 1999 | N/A | N/A | N/A | 19.60 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1751 | 2013 | 86.98 | | 1-Month | 232 | 2110 | 11.00 | | 3-Month | 982 | 2090 | 46.99 | | 6-Month | 1557 | 2049 | 75.99 | | 1-Year | 1421 | 1999 | 71.09 | | 3-Year | 780 | 1694 | 46.04 | | 5-Year | 835 | 1352 | 61.76 |
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