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| Morningstar Return Rating: | Below average | | Year to Date Return: | 2.05% | | 5-Year Average Return: | 2.95% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 9.33% | |
Worst 1-Yr Total Return (2008): | -12.67% | |
Best 3-Yr Total Return (2005-7): | 3.57% | |
Worst 3-Yr Total Return (2006-8): | -3.11% |
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| 1-Year: | 4.33% | | 3-Year: | -1.93% | | 5-Year: | 0.81% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FBTBX | Category | Diff | Index* | Diff | | Year To Date | 2.05 | 0.35 | 1.7 | -3.60 | 5.65 | | 1-Month | 2.05 | 0.35 | 1.7 | -3.60 | 5.65 | | 3-Month | 13.73 | 11.54 | 2.19 | 4.16 | 9.57 | | 1-Year | 11.57 | 24.07 | -12.5 | 33.14 | -21.57 | | 3-Year | -0.93 | -0.24 | -0.69 | -7.24 | 6.31 | | 5-Year | 2.95 | 4.22 | -1.27 | 0.18 | 2.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 22.85 | 30.14 | -7.29 | 45.76 | -22.91 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.62 | -11.29 | 1.67 | -18.25 | 8.63 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FBTBX | Category | Diff | | 2009 | | | 9.33 | 22.48 | -13.15 | | 2008 | | | -12.67 | -23.43 | 10.76 | | 2007 | | | 1.63 | 9.27 | -7.64 | | 2006 | | | 2.48 | 4.27 | -1.79 | | 2005 | | | 6.69 | 9.64 | -2.95 | | 2004 | | | 10.86 | 9.84 | 1.02 | | 2003 | | | 32.72 | 32.51 | 0.21 | | 2002 | | | -40.63 | -28.13 | -12.50 | | 2001 | | | -25.43 | -11.26 | -14.17 | | 2000 | | | N/A | 56.75 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FBTBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.28 | 6.96 | 9.52 | -3.51 | | 2008 | -7.39 | 5.70 | 0.31 | -11.06 | | 2007 | -4.55 | 3.73 | 8.42 | -5.32 | | 2006 | 5.83 | -8.54 | -0.60 | 6.52 | | 2005 | -16.64 | 12.13 | 9.15 | 4.57 | | 2004 | 9.66 | 3.46 | -6.99 | 5.07 | | 2003 | 4.12 | 16.70 | 4.90 | 4.13 | | 2002 | -16.85 | -29.08 | -7.37 | 8.71 | | 2001 | -34.75 | 21.12 | -20.64 | 18.90 | | 2000 | 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 | 13 | 166 | 7.83 | | 1-Month | 14 | 166 | 8.43 | | 3-Month | 24 | 166 | 14.46 | | 6-Month | 160 | 164 | 97.56 | | 1-Year | 127 | 159 | 79.87 | | 3-Year | 65 | 151 | 43.05 | | 5-Year | 88 | 138 | 63.77 |
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1.52% Nasdaq 0.00%
Performance
