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| Morningstar Return Rating: | Low | | Year to Date Return: | 9.96% | | 5-Year Average Return: | -5.35% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.46% | |
Worst 1-Yr Total Return (2008): | -45.26% | |
Best 3-Yr Total Return (2004-6): | 9.81% | |
Worst 3-Yr Total Return (2006-8): | -13.82% |
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| 1-Year: | -30.39% | | 3-Year: | -15.42% | | 5-Year: | -5.39% | | 10-Year: | -4.54% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FBLVX | Category | Diff | Index* | Diff | | Year To Date | 9.96 | 25.10 | -15.14 | 24.07 | -14.11 | | 1-Month | 5.64 | 5.28 | 0.36 | 6.00 | -0.36 | | 3-Month | 7.60 | 7.01 | 0.59 | 7.91 | -0.31 | | 1-Year | 14.00 | 28.01 | -14.01 | 25.39 | -11.39 | | 3-Year | -14.75 | -5.87 | -8.88 | -5.79 | -8.96 | | 5-Year | -5.35 | 0.64 | -5.99 | 0.71 | -6.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.37 | 46.08 | -3.71 | 45.76 | -3.39 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -35.30 | -17.41 | -17.89 | -18.25 | -17.05 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FBLVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -45.26 | -37.79 | -7.47 | | 2007 | | | 1.27 | 6.16 | -4.89 | | 2006 | | | 15.46 | 14.17 | 1.29 | | 2005 | | | 4.61 | 5.88 | -1.27 | | 2004 | | | 9.61 | 10.02 | -0.41 | | 2003 | | | 24.83 | 27.05 | -2.22 | | 2002 | | | -24.49 | -22.25 | -2.24 | | 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
FBLVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -19.36 | 13.57 | 15.35 | N/A | | 2008 | -11.99 | -2.51 | -7.97 | -30.68 | | 2007 | 0.84 | 4.71 | -1.59 | -2.53 | | 2006 | 4.77 | -2.04 | 5.72 | 6.41 | | 2005 | -0.63 | 0.79 | 2.42 | 1.99 | | 2004 | 2.20 | 0.74 | -2.51 | 9.19 | | 2003 | -3.67 | 13.57 | 1.99 | 11.87 | | 2002 | 0.03 | -13.67 | -18.34 | 7.08 | | 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 | 2000 | 2021 | 98.96 | | 1-Month | 1627 | 2113 | 77.00 | | 3-Month | 188 | 2091 | 8.99 | | 6-Month | 825 | 2064 | 39.97 | | 1-Year | 1668 | 2011 | 82.94 | | 3-Year | 1439 | 1707 | 84.30 | | 5-Year | 1142 | 1360 | 83.97 |
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0.02% Nasdaq 
Performance
