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| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.86% | | 5-Year Average Return: | 0.20% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 25.58% | |
Worst 1-Yr Total Return (2008): | -34.96% | |
Best 3-Yr Total Return (2004-6): | 17.64% | |
Worst 3-Yr Total Return (2006-8): | -9.76% |
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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 | FBSAX | Category | Diff | Index* | Diff | | Year To Date | 11.86 | 23.00 | -11.14 | 17.05 | -5.19 | | 1-Month | -4.93 | -3.83 | -1.1 | -1.86 | -3.07 | | 3-Month | 4.15 | 6.04 | -1.89 | 5.48 | -1.33 | | 1-Year | 11.18 | 17.86 | -6.68 | 9.80 | 1.38 | | 3-Year | -9.90 | -6.76 | -3.14 | -7.02 | -2.88 | | 5-Year | 0.20 | 1.68 | -1.48 | 0.33 | -0.13 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.72 | 55.15 | -0.43 | 45.76 | 8.96 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.57 | -15.15 | -4.42 | -18.25 | -1.32 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FBSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.96 | -36.77 | 1.81 | | 2007 | | | -3.11 | 0.83 | -3.94 | | 2006 | | | 16.63 | 15.87 | 0.76 | | 2005 | | | 11.17 | 8.82 | 2.35 | | 2004 | | | 25.58 | 17.85 | 7.73 | | 2003 | | | 29.92 | 33.85 | -3.93 | | 2002 | | | -5.73 | -13.25 | 7.52 | | 2001 | | | N/A | 6.67 | N/A | | 2000 | | | N/A | 18.45 | N/A | | 1999 | | | N/A | 8.50 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FBSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.44 | 19.02 | 19.75 | N/A | | 2008 | -6.37 | -1.82 | -9.83 | -21.53 | | 2007 | 5.18 | 4.09 | -5.20 | -6.65 | | 2006 | 9.62 | -0.69 | -0.25 | 7.41 | | 2005 | 0.09 | 3.00 | 4.66 | 3.03 | | 2004 | 5.40 | 3.49 | 1.93 | 12.95 | | 2003 | -4.83 | 13.69 | 6.13 | 13.14 | | 2002 | 6.44 | -1.11 | -13.37 | 3.37 | | 2001 | N/A | 12.65 | -10.29 | 14.37 | | 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 | 402 | 424 | 94.81 | | 1-Month | 396 | 445 | 88.99 | | 3-Month | 396 | 440 | 90.00 | | 6-Month | 259 | 433 | 59.82 | | 1-Year | 304 | 419 | 72.55 | | 3-Year | 252 | 339 | 74.34 | | 5-Year | 157 | 249 | 63.05 |
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0.10% Nasdaq 
0.76 (1.80%) 
Performance
