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| Morningstar Return Rating: | Average | | Year to Date Return: | 38.49% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 4.89% | |
Worst 1-Yr Total Return (2008): | -20.15% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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| 1-Year: | 19.47% | | 3-Year: | 6.51% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | REBCX | Category | Diff | Index* | Diff | | Year To Date | 38.49 | 30.28 | 8.21 | 6.24 | 32.25 | | 1-Month | 0.51 | 0.37 | 0.14 | 0.49 | 0.02 | | 3-Month | 9.27 | 7.25 | 2.02 | 2.60 | 6.67 | | 1-Year | 53.57 | 40.66 | 12.91 | 13.79 | 39.78 | | 3-Year | 5.96 | 5.60 | 0.36 | 6.35 | -0.39 | | 5-Year | N/A | 7.82 | N/A | 5.05 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.46 | 33.40 | 6.06 | 7.06 | 32.4 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.47 | 2.73 | 2.74 | 7.94 | -2.47 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | REBCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -20.15 | -17.64 | -2.51 | | 2007 | | | 4.89 | 5.36 | -0.47 | | 2006 | | | N/A | 10.99 | N/A | | 2005 | | | N/A | 11.50 | N/A | | 2004 | | | N/A | 12.31 | N/A | | 2003 | | | N/A | 30.83 | N/A | | 2002 | | | N/A | 12.69 | N/A | | 2001 | | | N/A | 12.83 | N/A | | 2000 | | | N/A | 12.68 | N/A | | 1999 | | | N/A | 29.58 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
REBCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.33 | 16.56 | 13.30 | N/A | | 2008 | -0.59 | -1.54 | -6.69 | -12.57 | | 2007 | 2.44 | 1.09 | 0.42 | 0.87 | | 2006 | N/A | -2.92 | 6.67 | 4.71 | | 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 | 31 | 112 | 27.68 | | 1-Month | 96 | 113 | 84.96 | | 3-Month | 56 | 113 | 49.56 | | 6-Month | 24 | 112 | 21.43 | | 1-Year | 20 | 108 | 18.52 | | 3-Year | 29 | 72 | 40.28 | | 5-Year | | 52 | N/A |
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1.00% Nasdaq 
Performance
