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| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.40% | | 5-Year Average Return: | -0.51% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 24.97% | |
Worst 1-Yr Total Return (2008): | -35.96% | |
Best 3-Yr Total Return (2004-6): | 17.05% | |
Worst 3-Yr Total Return (2006-8): | -10.53% |
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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 | FBSRX | Category | Diff | Index* | Diff | | Year To Date | 11.40 | 23.00 | -11.6 | 17.05 | -5.65 | | 1-Month | -4.97 | -3.83 | -1.14 | -1.86 | -3.11 | | 3-Month | 4.04 | 6.04 | -2 | 5.48 | -1.44 | | 1-Year | 9.46 | 17.86 | -8.4 | 9.80 | -0.34 | | 3-Year | -10.66 | -6.76 | -3.9 | -7.02 | -3.64 | | 5-Year | -0.51 | 1.68 | -2.19 | 0.33 | -0.84 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 54.28 | 55.15 | -0.87 | 45.76 | 8.52 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.85 | -15.15 | -5.7 | -18.25 | -2.6 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FBSRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.96 | -36.77 | 0.81 | | 2007 | | | -3.61 | 0.83 | -4.44 | | 2006 | | | 16.04 | 15.87 | 0.17 | | 2005 | | | 10.60 | 8.82 | 1.78 | | 2004 | | | 24.97 | 17.85 | 7.12 | | 2003 | | | 29.32 | 33.85 | -4.53 | | 2002 | | | N/A | -13.25 | N/A | | 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
FBSRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.54 | 18.86 | 19.61 | N/A | | 2008 | -6.46 | -1.97 | -9.94 | -22.46 | | 2007 | 5.06 | 3.95 | -5.31 | -6.78 | | 2006 | 9.47 | -0.82 | -0.36 | 7.26 | | 2005 | -0.03 | 2.86 | 4.52 | 2.91 | | 2004 | 5.27 | 3.36 | 1.82 | 12.80 | | 2003 | -4.89 | 13.55 | 5.98 | 12.99 | | 2002 | N/A | -1.25 | -13.51 | 3.28 | | 2001 | N/A | N/A | N/A | N/A | | 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 | 424 | 95.99 | | 1-Month | 400 | 445 | 89.89 | | 3-Month | 409 | 440 | 92.95 | | 6-Month | 272 | 433 | 62.82 | | 1-Year | 314 | 419 | 74.94 | | 3-Year | 266 | 339 | 78.47 | | 5-Year | 175 | 249 | 70.28 |
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0.18% Nasdaq 0.00%
0.26 (0.62%) 
Performance
