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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.75% | | 5-Year Average Return: | -1.51% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 24.33% | |
Worst 1-Yr Total Return (2008): | -36.38% | |
Best 3-Yr Total Return (2004-6): | 16.47% | |
Worst 3-Yr Total Return (2006-8): | -11.02% |
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| 1-Year: | -13.15% | | 3-Year: | -9.35% | | 5-Year: | 0.09% | | 10-Year: | 6.74% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FBSBX | Category | Diff | Index* | Diff | | Year To Date | 16.75 | 29.38 | -12.63 | 24.07 | -7.32 | | 1-Month | 5.22 | 4.60 | 0.62 | 6.00 | -0.78 | | 3-Month | 3.36 | 5.74 | -2.38 | 7.91 | -4.55 | | 1-Year | 24.06 | 35.63 | -11.57 | 25.39 | -1.33 | | 3-Year | -10.53 | -6.63 | -3.9 | -5.79 | -4.74 | | 5-Year | -1.51 | 1.13 | -2.64 | 0.71 | -2.22 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.87 | 57.66 | -3.79 | 45.76 | 8.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.33 | -16.45 | -4.88 | -18.25 | -3.08 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FBSBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.38 | -36.77 | 0.39 | | 2007 | | | -4.08 | 0.83 | -4.91 | | 2006 | | | 15.45 | 15.87 | -0.42 | | 2005 | | | 10.08 | 8.82 | 1.26 | | 2004 | | | 24.33 | 17.85 | 6.48 | | 2003 | | | 28.60 | 33.85 | -5.25 | | 2002 | | | -6.65 | -13.25 | 6.60 | | 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
FBSBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.64 | 18.71 | 19.47 | N/A | | 2008 | -6.60 | -2.07 | -10.05 | -22.67 | | 2007 | 4.93 | 3.83 | -5.43 | -6.90 | | 2006 | 9.33 | -0.93 | -0.50 | 7.12 | | 2005 | -0.14 | 2.73 | 4.39 | 2.79 | | 2004 | 5.15 | 3.23 | 1.68 | 12.65 | | 2003 | -5.07 | 13.41 | 5.86 | 12.83 | | 2002 | 6.18 | -1.35 | -13.60 | 3.15 | | 2001 | N/A | 12.39 | -10.52 | 14.09 | | 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 | 407 | 420 | 96.90 | | 1-Month | 57 | 443 | 12.87 | | 3-Month | 398 | 438 | 90.87 | | 6-Month | 258 | 431 | 59.86 | | 1-Year | 329 | 416 | 79.09 | | 3-Year | 276 | 338 | 81.66 | | 5-Year | 181 | 248 | 72.98 |
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0.03% Nasdaq 0.00%
0.03 (0.07%) 
Performance
