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| Morningstar Return Rating: | Below average | | Year to Date Return: | 4.96% | | 5-Year Average Return: | 2.20% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 11.54% | |
Worst 1-Yr Total Return (2008): | -12.19% | |
Best 3-Yr Total Return (2004-6): | 7.17% | |
Worst 3-Yr Total Return (2006-8): | -2.61% |
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| 1-Year: | -2.36% | | 3-Year: | 1.57% | | 5-Year: | 2.66% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FBTTX | Category | Diff | Index* | Diff | | Year To Date | 4.96 | 18.13 | -13.17 | 24.07 | -19.11 | | 1-Month | 6.72 | 7.23 | -0.51 | 6.00 | 0.72 | | 3-Month | -5.22 | 4.76 | -9.98 | 7.91 | -13.13 | | 1-Year | 13.80 | 26.41 | -12.61 | 25.39 | -11.59 | | 3-Year | -3.05 | -0.30 | -2.75 | -5.79 | 2.74 | | 5-Year | 2.20 | 3.95 | -1.75 | 0.71 | 1.49 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 23.12 | 29.96 | -6.84 | 45.76 | -22.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.09 | -11.44 | 2.35 | -18.25 | 9.16 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FBTTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -12.19 | -23.43 | 11.24 | | 2007 | | | 2.14 | 9.27 | -7.13 | | 2006 | | | 2.98 | 4.27 | -1.29 | | 2005 | | | 7.15 | 9.64 | -2.49 | | 2004 | | | 11.54 | 9.84 | 1.70 | | 2003 | | | 33.26 | 32.51 | 0.75 | | 2002 | | | -40.27 | -28.13 | -12.14 | | 2001 | | | -25.03 | -11.26 | -13.77 | | 2000 | | | N/A | 56.75 | N/A | | 1999 | | | N/A | 18.58 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FBTTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.14 | 7.00 | 9.57 | N/A | | 2008 | -7.26 | 5.79 | 0.44 | -10.90 | | 2007 | -4.41 | 3.90 | 8.56 | -5.26 | | 2006 | 5.97 | -8.45 | -0.44 | 6.62 | | 2005 | -16.59 | 12.23 | 9.43 | 4.61 | | 2004 | 9.85 | 3.71 | -6.86 | 5.12 | | 2003 | 4.07 | 16.96 | 5.02 | 4.25 | | 2002 | -16.76 | -28.90 | -7.31 | 8.87 | | 2001 | -34.75 | 21.43 | -20.46 | 18.97 | | 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 | 155 | 165 | 93.94 | | 1-Month | 154 | 172 | 89.53 | | 3-Month | 168 | 170 | 98.82 | | 6-Month | 155 | 165 | 93.94 | | 1-Year | 132 | 165 | 80.00 | | 3-Year | 107 | 152 | 70.39 | | 5-Year | 101 | 143 | 70.63 |
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