|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 22.50% | | 5-Year Average Return: | 3.22% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 8.37% | |
Worst 1-Yr Total Return (2008): | -14.03% | |
Best 3-Yr Total Return (2004-6): | 5.44% | |
Worst 3-Yr Total Return (2006-8): | -2.56% |
|
| 1-Year: | 5.24% | | 3-Year: | 0.95% | | 5-Year: | 2.51% | | 10-Year: | 4.98% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FBYBX | Category | Diff | Index* | Diff | | Year To Date | 22.50 | 26.40 | -3.9 | 7.61 | 14.89 | | 1-Month | 1.91 | 1.05 | 0.86 | 1.29 | 0.62 | | 3-Month | 5.56 | 5.48 | 0.08 | 2.86 | 2.7 | | 1-Year | 22.55 | 32.78 | -10.23 | 11.63 | 10.92 | | 3-Year | 2.20 | 3.95 | -1.75 | 6.40 | -4.2 | | 5-Year | 3.22 | 4.79 | -1.57 | 5.49 | -2.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 22.83 | 23.40 | -0.57 | 7.06 | 15.77 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 3.63 | 3.93 | -0.3 | 7.94 | -4.31 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FBYBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -14.03 | -15.41 | 1.38 | | 2007 | | | 1.40 | 4.45 | -3.05 | | 2006 | | | 6.14 | 6.90 | -0.76 | | 2005 | | | 1.92 | 2.12 | -0.20 | | 2004 | | | 8.37 | 8.38 | -0.01 | | 2003 | | | 10.26 | 16.18 | -5.92 | | 2002 | | | 6.05 | 6.76 | -0.71 | | 2001 | | | 8.51 | 4.22 | 4.29 | | 2000 | | | 5.38 | 1.73 | 3.65 | | 1999 | | | -2.39 | 2.89 | -5.28 |
|
| PAST QUARTERLY RETURNS (%) FOR
FBYBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.79 | 15.34 | 8.45 | N/A | | 2008 | -2.33 | -0.20 | -4.72 | -7.44 | | 2007 | 1.59 | -0.52 | -0.23 | 0.57 | | 2006 | 0.53 | -0.11 | 3.04 | 2.57 | | 2005 | -0.15 | 2.37 | -0.26 | -0.04 | | 2004 | 3.46 | -1.06 | 3.43 | 2.36 | | 2003 | 2.22 | 3.98 | -0.23 | 3.98 | | 2002 | 1.44 | 2.73 | 1.57 | 0.20 | | 2001 | 5.37 | 0.10 | 2.83 | 0.05 | | 2000 | 1.16 | 1.34 | 1.67 | 1.10 | | 1999 | N/A | N/A | N/A | -0.07 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 183 | 252 | 72.62 | | 1-Month | 232 | 280 | 82.86 | | 3-Month | 181 | 267 | 67.79 | | 6-Month | 45 | 266 | 16.92 | | 1-Year | 160 | 236 | 67.80 | | 3-Year | 115 | 170 | 67.65 | | 5-Year | 102 | 141 | 72.34 |
|
|
|
|
|
0.31% Nasdaq 
0.05%
Performance
