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| Morningstar Return Rating: | Below average | | Year to Date Return: | 5.36% | | 5-Year Average Return: | 2.79% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 12.23% | |
Worst 1-Yr Total Return (2008): | -11.70% | |
Best 3-Yr Total Return (2004-6): | 7.85% | |
Worst 3-Yr Total Return (2006-8): | -2.04% |
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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 | FBTIX | Category | Diff | Index* | Diff | | Year To Date | 5.36 | 18.13 | -12.77 | 24.07 | -18.71 | | 1-Month | 6.71 | 7.23 | -0.52 | 6.00 | 0.71 | | 3-Month | -5.11 | 4.76 | -9.87 | 7.91 | -13.02 | | 1-Year | 14.38 | 26.41 | -12.03 | 25.39 | -11.01 | | 3-Year | -2.56 | -0.30 | -2.26 | -5.79 | 3.23 | | 5-Year | 2.79 | 3.95 | -1.16 | 0.71 | 2.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 23.59 | 29.96 | -6.37 | 45.76 | -22.17 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.69 | -11.44 | 2.75 | -18.25 | 9.56 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FBTIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -11.70 | -23.43 | 11.73 | | 2007 | | | 2.75 | 9.27 | -6.52 | | 2006 | | | 3.60 | 4.27 | -0.67 | | 2005 | | | 7.91 | 9.64 | -1.73 | | 2004 | | | 12.23 | 9.84 | 2.39 | | 2003 | | | 33.86 | 32.51 | 1.35 | | 2002 | | | -40.05 | -28.13 | -11.92 | | 2001 | | | -24.62 | -11.26 | -13.36 | | 2000 | | | N/A | 56.75 | N/A | | 1999 | | | N/A | 18.58 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FBTIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.00 | 7.15 | 9.71 | N/A | | 2008 | -7.24 | 6.01 | 0.57 | -10.70 | | 2007 | -4.41 | 4.19 | 8.67 | -5.07 | | 2006 | 6.09 | -8.34 | -0.14 | 6.70 | | 2005 | -16.27 | 12.30 | 9.52 | 4.78 | | 2004 | 10.05 | 3.96 | -6.73 | 5.18 | | 2003 | 4.26 | 16.99 | 5.15 | 4.37 | | 2002 | -16.67 | -28.87 | -7.03 | 8.78 | | 2001 | -34.55 | 21.36 | -20.41 | 19.23 | | 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 | 151 | 165 | 91.52 | | 1-Month | 153 | 172 | 88.95 | | 3-Month | 164 | 170 | 96.47 | | 6-Month | 151 | 165 | 91.52 | | 1-Year | 128 | 165 | 77.58 | | 3-Year | 98 | 152 | 64.47 | | 5-Year | 91 | 143 | 63.64 |
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0.13% Nasdaq 
0.32%
Performance
