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| Morningstar Return Rating: | Below average | | Year to Date Return: | 27.77% | | 5-Year Average Return: | -1.31% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 17.67% | |
Worst 1-Yr Total Return (2008): | -42.31% | |
Best 3-Yr Total Return (2004-6): | 11.34% | |
Worst 3-Yr Total Return (2006-8): | -14.21% |
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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 | FBPEX | Category | Diff | Index* | Diff | | Year To Date | 27.77 | 15.79 | 11.98 | 17.05 | 10.72 | | 1-Month | -1.45 | -2.21 | 0.76 | -1.86 | 0.41 | | 3-Month | 7.48 | 5.62 | 1.86 | 5.48 | 2 | | 1-Year | 17.98 | 9.52 | 8.46 | 9.80 | 8.18 | | 3-Year | -11.02 | -8.36 | -2.66 | -7.02 | -4 | | 5-Year | -1.31 | 0.18 | -1.49 | 0.33 | -1.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 62.08 | 46.84 | 15.24 | 45.76 | 16.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.27 | -16.40 | 2.13 | -18.25 | 3.98 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FBPEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.31 | -37.09 | -5.22 | | 2007 | | | -7.00 | 1.42 | -8.42 | | 2006 | | | 17.67 | 18.15 | -0.48 | | 2005 | | | 5.85 | 5.95 | -0.10 | | 2004 | | | 10.81 | 12.97 | -2.16 | | 2003 | | | 31.92 | 28.44 | 3.48 | | 2002 | | | -21.71 | -18.69 | -3.02 | | 2001 | | | 11.38 | -4.99 | 16.37 | | 2000 | | | -1.92 | 7.87 | -9.79 | | 1999 | | | 3.73 | 6.72 | -2.99 |
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| PAST QUARTERLY RETURNS (%) FOR
FBPEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.25 | 18.76 | 21.62 | N/A | | 2008 | -11.06 | -10.10 | -2.15 | -26.26 | | 2007 | -1.14 | 5.97 | -2.15 | -9.27 | | 2006 | 4.26 | -1.20 | 7.58 | 6.19 | | 2005 | -1.49 | 2.32 | 1.68 | 3.28 | | 2004 | 4.31 | 1.18 | -3.62 | 8.94 | | 2003 | -6.14 | 19.79 | 4.57 | 12.20 | | 2002 | 0.14 | -12.74 | -16.85 | 7.75 | | 2001 | 2.15 | 7.42 | -12.12 | 15.51 | | 2000 | -6.51 | -3.59 | 4.01 | 4.64 | | 1999 | N/A | N/A | N/A | 2.69 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 93 | 1335 | 6.97 | | 1-Month | 372 | 1379 | 26.98 | | 3-Month | 95 | 1368 | 6.94 | | 6-Month | 269 | 1346 | 19.99 | | 1-Year | 87 | 1318 | 6.60 | | 3-Year | 794 | 1124 | 70.64 | | 5-Year | 632 | 934 | 67.67 |
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0.18% Nasdaq 0.00%
Performance
