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| Morningstar Return Rating: | Average | | Year to Date Return: | 34.56% | | 5-Year Average Return: | -0.59% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 14.03% | |
Worst 1-Yr Total Return (2008): | -39.29% | |
Best 3-Yr Total Return (2004-6): | 8.07% | |
Worst 3-Yr Total Return (2006-8): | -14.37% |
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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 | FBMPX | Category | Diff | Index* | Diff | | Year To Date | 34.56 | 27.48 | 7.08 | 17.05 | 17.51 | | 1-Month | -3.43 | -5.86 | 2.43 | -1.86 | -1.57 | | 3-Month | 10.31 | 0.39 | 9.92 | 5.48 | 4.83 | | 1-Year | 28.30 | 28.28 | 0.02 | 9.80 | 18.5 | | 3-Year | -8.19 | -10.64 | 2.45 | -7.02 | -1.17 | | 5-Year | -0.59 | -1.77 | 1.18 | 0.33 | -0.92 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 69.24 | 48.27 | 20.97 | 45.76 | 23.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.61 | -15.70 | 2.09 | -18.25 | 4.64 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FBMPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.29 | -49.47 | 10.18 | | 2007 | | | -9.28 | 11.05 | -20.33 | | 2006 | | | 14.03 | 19.96 | -5.93 | | 2005 | | | 7.44 | 7.66 | -0.22 | | 2004 | | | 3.01 | 21.32 | -18.31 | | 2003 | | | 43.89 | 44.35 | -0.46 | | 2002 | | | -12.84 | -39.50 | 26.66 | | 2001 | | | -0.97 | -32.88 | 31.91 | | 2000 | | | -23.11 | -33.17 | 10.06 | | 1999 | | | 44.14 | 62.70 | -18.56 |
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| PAST QUARTERLY RETURNS (%) FOR
FBMPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.50 | 26.72 | 22.86 | N/A | | 2008 | -9.60 | -3.41 | -8.03 | -24.41 | | 2007 | -0.44 | 5.64 | -5.86 | -8.37 | | 2006 | 1.34 | -1.16 | 1.07 | 12.63 | | 2005 | -4.00 | 2.51 | 3.31 | 5.68 | | 2004 | -2.94 | -0.82 | -5.25 | 12.95 | | 2003 | -5.75 | 30.17 | 2.40 | 14.53 | | 2002 | -0.59 | -21.73 | -6.01 | 19.17 | | 2001 | -1.58 | 14.42 | -23.78 | 15.38 | | 2000 | -0.02 | -6.67 | -4.61 | -13.63 | | 1999 | N/A | N/A | N/A | 22.59 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 15 | 47 | 31.91 | | 1-Month | 6 | 47 | 12.77 | | 3-Month | 1 | 47 | 2.13 | | 6-Month | 1 | 47 | 2.13 | | 1-Year | 15 | 40 | 37.50 | | 3-Year | 19 | 33 | 57.58 | | 5-Year | 17 | 32 | 53.13 |
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