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| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.60% | | 5-Year Average Return: | 3.69% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 7.98% | |
Worst 1-Yr Total Return (2008): | -9.56% | |
Best 3-Yr Total Return (2004-6): | 4.83% | |
Worst 3-Yr Total Return (2006-8): | 0.26% |
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| 1-Year: | 7.37% | | 3-Year: | 1.47% | | 5-Year: | 3.12% | | 10-Year: | 5.41% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | TRBBX | Category | Diff | Index* | Diff | | Year To Date | 15.60 | 14.86 | 0.74 | 7.61 | 7.99 | | 1-Month | 0.98 | 1.13 | -0.15 | 1.29 | -0.31 | | 3-Month | 4.02 | 3.76 | 0.26 | 2.86 | 1.16 | | 1-Year | 21.32 | 18.84 | 2.48 | 11.63 | 9.69 | | 3-Year | 2.38 | 4.58 | -2.2 | 6.40 | -4.02 | | 5-Year | 3.69 | 4.20 | -0.51 | 5.49 | -1.8 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 15.01 | 13.91 | 1.1 | 7.06 | 7.95 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 5.87 | 6.57 | -0.7 | 7.94 | -2.07 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TRBBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -9.56 | -4.70 | -4.86 | | 2007 | | | 3.20 | 4.70 | -1.50 | | 2006 | | | 7.98 | 4.15 | 3.83 | | 2005 | | | 1.74 | 1.80 | -0.06 | | 2004 | | | 4.86 | 3.91 | 0.95 | | 2003 | | | 7.71 | 5.10 | 2.61 | | 2002 | | | 9.82 | 8.04 | 1.78 | | 2001 | | | 8.31 | 7.64 | 0.67 | | 2000 | | | 10.94 | 9.44 | 1.50 | | 1999 | | | -6.27 | -1.35 | -4.92 |
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| PAST QUARTERLY RETURNS (%) FOR
TRBBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.02 | 5.87 | 6.56 | N/A | | 2008 | -2.30 | -1.38 | -5.36 | -0.82 | | 2007 | 1.03 | -1.10 | 1.71 | 1.55 | | 2006 | -0.61 | 0.02 | 6.53 | 1.96 | | 2005 | 0.36 | 1.52 | -0.47 | 0.32 | | 2004 | 1.53 | -0.95 | 2.56 | 1.66 | | 2003 | 1.07 | 3.60 | 0.69 | 2.16 | | 2002 | -0.11 | 4.84 | 4.34 | 0.50 | | 2001 | 2.98 | 1.50 | 2.12 | 1.47 | | 2000 | 5.36 | -2.54 | 3.30 | 4.59 | | 1999 | N/A | N/A | N/A | -1.80 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 461 | 1126 | 40.94 | | 1-Month | 572 | 1168 | 48.97 | | 3-Month | 370 | 1158 | 31.95 | | 6-Month | 376 | 1140 | 32.98 | | 1-Year | 352 | 1120 | 31.43 | | 3-Year | 682 | 970 | 70.31 | | 5-Year | 527 | 854 | 61.71 |
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1.27% Nasdaq 
0.02 (0.18%) 
Performance
