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| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.83% | | 5-Year Average Return: | -0.40% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.46% | |
Worst 1-Yr Total Return (2008): | -37.60% | |
Best 3-Yr Total Return (2004-6): | 9.15% | |
Worst 3-Yr Total Return (2006-8): | -9.36% |
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| 1-Year: | -12.27% | | 3-Year: | -7.37% | | 5-Year: | -0.48% | | 10-Year: | -1.36% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FBINX | Category | Diff | Index* | Diff | | Year To Date | 22.83 | 25.10 | -2.27 | 24.07 | -1.24 | | 1-Month | 5.84 | 5.28 | 0.56 | 6.00 | -0.16 | | 3-Month | 7.58 | 7.01 | 0.57 | 7.91 | -0.33 | | 1-Year | 24.07 | 28.01 | -3.94 | 25.39 | -1.32 | | 3-Year | -6.81 | -5.87 | -0.94 | -5.79 | -1.02 | | 5-Year | -0.40 | 0.64 | -1.04 | 0.71 | -1.11 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.86 | 46.08 | -1.22 | 45.76 | -0.9 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.98 | -17.41 | -1.57 | -18.25 | -0.73 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FBINX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.60 | -37.79 | 0.19 | | 2007 | | | 4.25 | 6.16 | -1.91 | | 2006 | | | 14.46 | 14.17 | 0.29 | | 2005 | | | 3.69 | 5.88 | -2.19 | | 2004 | | | 9.56 | 10.02 | -0.46 | | 2003 | | | 26.87 | 27.05 | -0.18 | | 2002 | | | -23.12 | -22.25 | -0.87 | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FBINX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.23 | 15.58 | 15.31 | N/A | | 2008 | -9.74 | -3.01 | -8.61 | -22.00 | | 2007 | 0.35 | 6.00 | 1.73 | -3.66 | | 2006 | 3.94 | -1.74 | 5.37 | 6.36 | | 2005 | -2.41 | 1.05 | 3.33 | 1.76 | | 2004 | 1.39 | 1.40 | -2.17 | 8.92 | | 2003 | -3.49 | 15.04 | 2.25 | 11.76 | | 2002 | -0.03 | -13.70 | -17.54 | 8.08 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1313 | 2021 | 64.97 | | 1-Month | 866 | 2113 | 40.98 | | 3-Month | 690 | 2091 | 33.00 | | 6-Month | 701 | 2064 | 33.96 | | 1-Year | 1196 | 2011 | 59.47 | | 3-Year | 1050 | 1707 | 61.51 | | 5-Year | 895 | 1360 | 65.81 |
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