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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.24% | | 5-Year Average Return: | 0.52% | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 16.35% | |
Worst 1-Yr Total Return (2008): | -31.17% | |
Best 3-Yr Total Return (2006-8): | -5.35% | |
Worst 3-Yr Total Return (2006-8): | -5.35% |
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| 1-Year: | -13.61% | | 3-Year: | -7.13% | | 5-Year: | -0.96% | | 10-Year: | -2.07% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FBUAX | Category | Diff | Index* | Diff | | Year To Date | 16.24 | 25.10 | -8.86 | 24.07 | -7.83 | | 1-Month | 6.13 | 5.28 | 0.85 | 6.00 | 0.13 | | 3-Month | 8.53 | 7.01 | 1.52 | 7.91 | 0.62 | | 1-Year | 16.94 | 28.01 | -11.07 | 25.39 | -8.45 | | 3-Year | -4.86 | -5.87 | 1.01 | -5.79 | 0.93 | | 5-Year | 0.52 | 0.64 | -0.12 | 0.71 | -0.19 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.17 | 46.08 | -9.91 | 45.76 | -9.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.25 | -17.41 | 1.16 | -18.25 | 2 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FBUAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.17 | -37.79 | 6.62 | | 2007 | | | 5.86 | 6.16 | -0.30 | | 2006 | | | 16.35 | 14.17 | 2.18 | | 2005 | | | N/A | 5.88 | N/A | | 2004 | | | N/A | 10.02 | N/A | | 2003 | | | N/A | 27.05 | N/A | | 2002 | | | N/A | -22.25 | N/A | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
FBUAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.40 | 12.39 | 13.05 | N/A | | 2008 | -8.40 | -6.27 | -3.76 | -16.70 | | 2007 | -0.79 | 7.44 | 3.52 | -4.07 | | 2006 | 2.87 | -0.02 | 6.72 | 6.01 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 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 | 1899 | 2021 | 93.96 | | 1-Month | 591 | 2113 | 27.97 | | 3-Month | 125 | 2091 | 5.98 | | 6-Month | 495 | 2064 | 23.98 | | 1-Year | 1671 | 2011 | 83.09 | | 3-Year | 493 | 1707 | 28.88 | | 5-Year | | 1360 | N/A |
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0.47% Nasdaq 0.00%
Performance
