|
| Morningstar Return Rating: | Average | | Year to Date Return: | 42.95% | | 5-Year Average Return: | 8.91% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 11.56% | |
Worst 1-Yr Total Return (2008): | -18.29% | |
Best 3-Yr Total Return (2004-6): | 10.88% | |
Worst 3-Yr Total Return (2006-8): | -1.82% |
|
| 1-Year: | 20.02% | | 3-Year: | 7.00% | | 5-Year: | 9.15% | | 10-Year: | 12.54% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FBEMX | Category | Diff | Index* | Diff | | Year To Date | 42.95 | 32.12 | 10.83 | 7.61 | 35.34 | | 1-Month | 0.43 | 1.44 | -1.01 | 1.29 | -0.86 | | 3-Month | 6.94 | 6.67 | 0.27 | 2.86 | 4.08 | | 1-Year | 53.90 | 41.79 | 12.11 | 11.63 | 42.27 | | 3-Year | 7.19 | 5.50 | 1.69 | 6.40 | 0.79 | | 5-Year | 8.91 | 7.74 | 1.17 | 5.49 | 3.42 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 41.91 | 33.40 | 8.51 | 7.06 | 34.85 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.92 | 2.19 | 6.73 | 7.94 | 0.98 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FBEMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -18.29 | -17.64 | -0.65 | | 2007 | | | 4.58 | 5.36 | -0.78 | | 2006 | | | 10.76 | 10.99 | -0.23 | | 2005 | | | 10.33 | 11.50 | -1.17 | | 2004 | | | 11.56 | 12.31 | -0.75 | | 2003 | | | 29.34 | 30.83 | -1.49 | | 2002 | | | 10.99 | 12.69 | -1.70 | | 2001 | | | 5.62 | 12.83 | -7.21 | | 2000 | | | 12.83 | 12.68 | 0.15 | | 1999 | | | 35.58 | 29.58 | 6.00 |
|
| PAST QUARTERLY RETURNS (%) FOR
FBEMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 6.17 | 17.74 | 13.42 | N/A | | 2008 | -0.15 | -0.21 | -7.01 | -11.82 | | 2007 | 1.82 | -1.04 | 1.95 | 1.80 | | 2006 | 3.25 | -2.14 | 5.83 | 3.59 | | 2005 | -1.49 | 6.27 | 3.89 | 1.44 | | 2004 | 2.95 | -6.21 | 8.97 | 6.02 | | 2003 | 7.84 | 11.55 | 1.55 | 5.88 | | 2002 | 7.21 | -5.60 | -2.77 | 12.79 | | 2001 | 1.57 | 4.93 | -5.08 | 4.41 | | 2000 | 8.86 | -0.90 | 4.06 | 0.52 | | 1999 | N/A | N/A | N/A | 15.34 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 16 | 112 | 14.29 | | 1-Month | 65 | 113 | 57.52 | | 3-Month | 75 | 113 | 66.37 | | 6-Month | 17 | 112 | 15.18 | | 1-Year | 11 | 108 | 10.19 | | 3-Year | 12 | 73 | 16.44 | | 5-Year | 14 | 53 | 26.42 |
|
|
|
|
|
0.00% Nasdaq 
0.52%
Performance
