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| Morningstar Return Rating: | Below average | | Year to Date Return: | 27.42% | | 5-Year Average Return: | -0.67% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 10.22% | |
Worst 1-Yr Total Return (2008): | -46.41% | |
Best 3-Yr Total Return (2005-7): | 8.97% | |
Worst 3-Yr Total Return (2006-8): | -14.32% |
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| 1-Year: | -7.32% | | 3-Year: | -7.39% | | 5-Year: | 0.61% | | 10-Year: | 1.19% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FBMBX | Category | Diff | Index* | Diff | | Year To Date | 27.42 | 25.80 | 1.62 | 17.05 | 10.37 | | 1-Month | -4.72 | -4.37 | -0.35 | -1.86 | -2.86 | | 3-Month | 3.53 | 4.09 | -0.56 | 5.48 | -1.95 | | 1-Year | 16.74 | 16.23 | 0.51 | 9.80 | 6.94 | | 3-Year | -8.95 | -5.36 | -3.59 | -7.02 | -1.93 | | 5-Year | -0.67 | 1.68 | -2.35 | 0.33 | -1 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.34 | 47.87 | 1.47 | 45.76 | 3.58 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -23.25 | -19.87 | -3.38 | -18.25 | -5 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FBMBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.41 | -43.77 | -2.64 | | 2007 | | | 7.75 | 15.09 | -7.34 | | 2006 | | | 8.94 | 9.00 | -0.06 | | 2005 | | | 10.22 | 9.84 | 0.38 | | 2004 | | | 7.21 | 13.23 | -6.02 | | 2003 | | | 36.19 | 35.96 | 0.23 | | 2002 | | | -31.13 | -27.24 | -3.89 | | 2001 | | | -7.18 | -19.98 | 12.80 | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FBMBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -2.96 | 18.50 | 16.30 | N/A | | 2008 | -10.42 | 2.11 | -18.74 | -27.90 | | 2007 | 5.71 | 6.61 | -0.20 | -4.19 | | 2006 | 11.91 | -5.87 | -1.05 | 4.52 | | 2005 | -3.61 | 6.32 | 5.25 | 2.19 | | 2004 | 2.58 | -0.89 | -6.12 | 12.33 | | 2003 | -2.90 | 18.85 | 5.02 | 12.37 | | 2002 | -2.49 | -18.63 | -18.22 | 6.15 | | 2001 | -17.16 | 18.39 | -22.85 | 22.66 | | 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 | 432 | 848 | 50.94 | | 1-Month | 549 | 901 | 60.93 | | 3-Month | 466 | 898 | 51.89 | | 6-Month | 373 | 868 | 42.97 | | 1-Year | 334 | 847 | 39.43 | | 3-Year | 519 | 749 | 69.29 | | 5-Year | 419 | 636 | 65.88 |
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0.50% Nasdaq 
0.06 (0.88%) 
Performance
