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| Morningstar Return Rating: | Below average | | Year to Date Return: | 5.90% | | 5-Year Average Return: | 3.71% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 4.92% | |
Worst 1-Yr Total Return (2005): | 1.31% | |
Best 3-Yr Total Return (2006-8): | 3.76% | |
Worst 3-Yr Total Return (2004-6): | 2.80% |
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| 1-Year: | 1.42% | | 3-Year: | 3.42% | | 5-Year: | 3.37% | | 10-Year: | 4.63% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | FUSBX | Category | Diff | Index* | Diff | | Year To Date | 5.90 | 5.18 | 0.72 | 6.24 | -0.34 | | 1-Month | 0.69 | 0.57 | 0.12 | 0.49 | 0.2 | | 3-Month | 2.09 | 2.42 | -0.33 | 2.60 | -0.51 | | 1-Year | 9.77 | 10.54 | -0.77 | 13.79 | -4.02 | | 3-Year | 4.68 | 5.52 | -0.84 | 6.35 | -1.67 | | 5-Year | 3.71 | 4.28 | -0.57 | 5.05 | -1.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 4.25 | 4.85 | -0.6 | 7.06 | -2.81 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.42 | 7.28 | -0.86 | 7.94 | -1.52 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | FUSBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 2.59 | 4.76 | -2.17 | | 2007 | | | 4.92 | 6.09 | -1.17 | | 2006 | | | 3.77 | 3.47 | 0.30 | | 2005 | | | 1.31 | 1.91 | -0.60 | | 2004 | | | 3.33 | 3.01 | 0.32 | | 2003 | | | 2.02 | 1.90 | 0.12 | | 2002 | | | 7.40 | 9.23 | -1.83 | | 2001 | | | 6.46 | 6.81 | -0.35 | | 2000 | | | 9.70 | 10.86 | -1.16 | | 1999 | | | -0.36 | -1.35 | 0.99 |
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| PAST QUARTERLY RETURNS (%) FOR
FUSBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.29 | 0.57 | 2.24 | N/A | | 2008 | 1.50 | -0.96 | 0.38 | 1.66 | | 2007 | 1.26 | -1.22 | 2.37 | 2.46 | | 2006 | -0.47 | -0.28 | 3.27 | 1.24 | | 2005 | -0.48 | 1.97 | -0.49 | 0.32 | | 2004 | 1.64 | -1.40 | 2.25 | 0.83 | | 2003 | 0.77 | 0.35 | 0.26 | 0.63 | | 2002 | 0.62 | 3.21 | 2.27 | 1.12 | | 2001 | 2.27 | 0.32 | 3.97 | -0.20 | | 2000 | 1.56 | 1.69 | 2.75 | 3.39 | | 1999 | N/A | N/A | N/A | -0.07 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 128 | 367 | 34.88 | | 1-Month | 160 | 374 | 42.78 | | 3-Month | 220 | 374 | 58.82 | | 6-Month | 160 | 373 | 42.90 | | 1-Year | 163 | 357 | 45.66 | | 3-Year | 215 | 345 | 62.32 | | 5-Year | 190 | 318 | 59.75 |
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