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| Morningstar Return Rating: | Above average | | Year to Date Return: | 6.79% | | 5-Year Average Return: | 4.53% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.37% | |
Worst 1-Yr Total Return (2005): | 2.26% | |
Best 3-Yr Total Return (2006-8): | 4.49% | |
Worst 3-Yr Total Return (2004-6): | 3.65% |
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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 | FBIDX | Category | Diff | Index* | Diff | | Year To Date | 6.79 | 13.54 | -6.75 | 6.24 | 0.55 | | 1-Month | 0.49 | 0.89 | -0.4 | 0.49 | 0 | | 3-Month | 2.45 | 4.14 | -1.69 | 2.60 | -0.15 | | 1-Year | 13.24 | 17.86 | -4.62 | 13.79 | -0.55 | | 3-Year | 5.49 | 4.54 | 0.95 | 6.35 | -0.86 | | 5-Year | 4.53 | 3.85 | 0.68 | 5.05 | -0.52 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 6.95 | 13.81 | -6.86 | 7.06 | -0.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.37 | 6.49 | 0.88 | 7.94 | -0.57 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FBIDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 3.76 | -4.70 | 8.46 | | 2007 | | | 5.37 | 4.70 | 0.67 | | 2006 | | | 4.35 | 4.15 | 0.20 | | 2005 | | | 2.26 | 1.80 | 0.46 | | 2004 | | | 4.36 | 3.91 | 0.45 | | 2003 | | | 4.91 | 5.10 | -0.19 | | 2002 | | | 10.22 | 8.04 | 2.18 | | 2001 | | | 8.08 | 7.64 | 0.44 | | 2000 | | | 11.42 | 9.44 | 1.98 | | 1999 | | | -0.95 | -1.35 | 0.40 |
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| PAST QUARTERLY RETURNS (%) FOR
FBIDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.74 | 1.76 | 3.66 | N/A | | 2008 | 1.80 | -0.91 | -0.65 | 3.53 | | 2007 | 1.53 | -0.54 | 2.12 | 2.18 | | 2006 | -0.55 | -0.07 | 3.86 | 1.10 | | 2005 | -0.55 | 2.91 | -0.68 | 0.60 | | 2004 | 2.69 | -2.56 | 3.26 | 1.01 | | 2003 | 1.63 | 2.76 | -0.08 | 0.54 | | 2002 | 0.04 | 3.49 | 4.35 | 2.03 | | 2001 | 2.86 | 0.43 | 4.86 | -0.21 | | 2000 | 2.31 | 1.54 | 2.94 | 4.19 | | 1999 | N/A | N/A | N/A | -0.17 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 964 | 1122 | 85.92 | | 1-Month | 861 | 1164 | 73.97 | | 3-Month | 946 | 1154 | 81.98 | | 6-Month | 1019 | 1133 | 89.94 | | 1-Year | 748 | 1113 | 67.21 | | 3-Year | 353 | 957 | 36.89 | | 5-Year | 266 | 845 | 31.48 |
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