|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 12.88% | | 5-Year Average Return: | 3.78% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 3.85% | |
Worst 1-Yr Total Return (2008): | -3.37% | |
Best 3-Yr Total Return (2005-7): | 3.05% | |
Worst 3-Yr Total Return (2006-8): | 1.36% |
|
| 1-Year: | 8.18% | | 3-Year: | 2.65% | | 5-Year: | 2.99% | | 10-Year: | 4.76% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FBHBX | Category | Diff | Index* | Diff | | Year To Date | 12.88 | 14.86 | -1.98 | 7.61 | 5.27 | | 1-Month | 1.18 | 1.13 | 0.05 | 1.29 | -0.11 | | 3-Month | 3.97 | 3.76 | 0.21 | 2.86 | 1.11 | | 1-Year | 15.74 | 18.84 | -3.1 | 11.63 | 4.11 | | 3-Year | 4.09 | 4.58 | -0.49 | 6.40 | -2.31 | | 5-Year | 3.78 | 4.20 | -0.42 | 5.49 | -1.71 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 9.91 | 13.91 | -4 | 7.06 | 2.85 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.41 | 6.57 | 0.84 | 7.94 | -0.53 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FBHBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -3.37 | -4.70 | 1.33 | | 2007 | | | 3.85 | 4.70 | -0.85 | | 2006 | | | 3.76 | 4.15 | -0.39 | | 2005 | | | 1.56 | 1.80 | -0.24 | | 2004 | | | 3.37 | 3.91 | -0.54 | | 2003 | | | 5.72 | 5.10 | 0.62 | | 2002 | | | 7.49 | 8.04 | -0.55 | | 2001 | | | 9.04 | 7.64 | 1.40 | | 2000 | | | 7.89 | 9.44 | -1.55 | | 1999 | | | -2.01 | -1.35 | -0.66 |
|
| PAST QUARTERLY RETURNS (%) FOR
FBHBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.63 | 4.51 | 4.72 | N/A | | 2008 | 0.48 | -1.94 | -4.57 | 2.76 | | 2007 | 0.95 | -0.72 | 1.69 | 1.90 | | 2006 | -0.62 | -0.63 | 3.59 | 1.43 | | 2005 | -0.60 | 2.35 | -0.70 | 0.52 | | 2004 | 1.88 | -2.43 | 2.84 | 1.12 | | 2003 | 0.73 | 3.75 | -0.03 | 1.20 | | 2002 | 0.46 | 3.72 | 3.89 | -0.70 | | 2001 | 3.82 | 0.99 | 3.89 | 0.11 | | 2000 | 1.92 | 0.12 | 2.57 | 3.08 | | 1999 | N/A | N/A | N/A | -1.10 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 653 | 1126 | 57.99 | | 1-Month | 1027 | 1168 | 87.93 | | 3-Month | 567 | 1158 | 48.96 | | 6-Month | 684 | 1140 | 60.00 | | 1-Year | 594 | 1120 | 53.04 | | 3-Year | 591 | 970 | 60.93 | | 5-Year | 522 | 854 | 61.12 |
|
|
|
|
|