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| Morningstar Return Rating: | Low | | Year to Date Return: | -2.07% | | 5-Year Average Return: | 0.47% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 10.86% | |
Worst 1-Yr Total Return (2008): | -12.65% | |
Best 3-Yr Total Return (2004-6): | 6.62% | |
Worst 3-Yr Total Return (2006-8): | -3.06% |
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| 1-Year: | -0.23% | | 3-Year: | 2.26% | | 5-Year: | 2.89% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FBTCX | Category | Diff | Index* | Diff | | Year To Date | -2.07 | 10.05 | -12.12 | 17.05 | -19.12 | | 1-Month | -13.41 | -4.79 | -8.62 | -1.86 | -11.55 | | 3-Month | -12.21 | -0.29 | -11.92 | 5.48 | -17.69 | | 1-Year | -2.74 | 8.75 | -11.49 | 9.80 | -12.54 | | 3-Year | -5.44 | -2.62 | -2.82 | -7.02 | 1.58 | | 5-Year | 0.47 | 3.14 | -2.67 | 0.33 | 0.14 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 22.85 | 29.31 | -6.46 | 45.76 | -22.91 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.75 | -11.79 | 2.04 | -18.25 | 8.5 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FBTCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -12.65 | -23.43 | 10.78 | | 2007 | | | 1.78 | 9.27 | -7.49 | | 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 | | 1999 | | | N/A | 18.58 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FBTCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.28 | 6.95 | 9.33 | N/A | | 2008 | -7.53 | 5.70 | 0.31 | -10.91 | | 2007 | -4.55 | 3.73 | 8.42 | -5.18 | | 2006 | 5.83 | -8.54 | -0.45 | 6.35 | | 2005 | -16.49 | 11.92 | 9.15 | 4.57 | | 2004 | 9.66 | 3.62 | -6.98 | 4.89 | | 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 | | 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 | 156 | 165 | 94.55 | | 1-Month | 167 | 171 | 97.66 | | 3-Month | 170 | 170 | 100.00 | | 6-Month | 156 | 165 | 94.55 | | 1-Year | 123 | 165 | 74.55 | | 3-Year | 110 | 151 | 72.85 | | 5-Year | 108 | 143 | 75.52 |
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