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| Morningstar Return Rating: | Above average | | Year to Date Return: | 21.40% | | 5-Year Average Return: | 3.20% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 15.01% | |
Worst 1-Yr Total Return (2008): | -22.56% | |
Best 3-Yr Total Return (2004-6): | 8.82% | |
Worst 3-Yr Total Return (2006-8): | -3.91% |
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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 | FOBAX | Category | Diff | Index* | Diff | | Year To Date | 21.40 | 22.21 | -0.81 | N/A | N/A | | 1-Month | 3.62 | 3.58 | 0.04 | N/A | N/A | | 3-Month | 6.79 | 5.74 | 1.05 | N/A | N/A | | 1-Year | 26.37 | 26.14 | 0.23 | N/A | N/A | | 3-Year | 0.13 | -2.18 | 2.31 | N/A | N/A | | 5-Year | 3.20 | 2.20 | 1 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.39 | 33.99 | 2.4 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.10 | -9.13 | 1.03 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FOBAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -22.56 | -28.00 | 5.44 | | 2007 | | | 7.33 | 5.99 | 1.34 | | 2006 | | | 6.76 | 11.29 | -4.53 | | 2005 | | | 4.95 | 5.13 | -0.18 | | 2004 | | | 15.01 | 8.86 | 6.15 | | 2003 | | | 23.77 | 20.35 | 3.42 | | 2002 | | | -6.11 | -12.02 | 5.91 | | 2001 | | | 2.03 | -5.05 | 7.08 | | 2000 | | | 5.58 | 1.82 | 3.76 | | 1999 | | | -7.26 | 10.71 | -17.97 |
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| PAST QUARTERLY RETURNS (%) FOR
FOBAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.50 | 16.86 | 10.26 | N/A | | 2008 | -4.08 | 1.01 | -11.98 | -9.19 | | 2007 | 3.52 | 4.34 | 1.11 | -1.72 | | 2006 | 5.42 | -2.73 | 1.00 | 3.09 | | 2005 | -2.92 | 2.56 | 3.21 | 2.12 | | 2004 | 3.54 | 1.16 | -0.77 | 10.66 | | 2003 | -1.26 | 11.56 | 3.37 | 8.70 | | 2002 | 0.98 | -4.67 | -7.80 | 5.79 | | 2001 | -1.03 | 1.49 | -4.17 | 6.00 | | 2000 | -3.33 | -0.66 | 2.72 | 7.04 | | 1999 | N/A | N/A | N/A | -2.54 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 509 | 1184 | 42.99 | | 1-Month | 49 | 1233 | 3.97 | | 3-Month | 36 | 1229 | 2.93 | | 6-Month | 422 | 1208 | 34.93 | | 1-Year | 329 | 1183 | 27.81 | | 3-Year | 60 | 932 | 6.44 | | 5-Year | 135 | 784 | 17.22 |
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0.51% Nasdaq 
Performance
