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| Morningstar Return Rating: | | | Year to Date Return: | 33.38% | | 5-Year Average Return: | N/A | | Number of Years Up: | 1 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.15% | |
Worst 1-Yr Total Return (2008): | -17.48% | |
Best 3-Yr Total Return (N/A): | N/A | |
Worst 3-Yr Total Return (N/A): | N/A |
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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 | TREBX | Category | Diff | Index* | Diff | | Year To Date | 33.38 | 30.28 | 3.1 | 6.24 | 27.14 | | 1-Month | 0.30 | 0.37 | -0.07 | 0.49 | -0.19 | | 3-Month | 8.95 | 7.25 | 1.7 | 2.60 | 6.35 | | 1-Year | 44.88 | 40.66 | 4.22 | 13.79 | 31.09 | | 3-Year | N/A | 5.60 | N/A | 6.35 | N/A | | 5-Year | N/A | 7.82 | N/A | 5.05 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.22 | 33.40 | -0.18 | 7.06 | 26.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 4.18 | 2.73 | 1.45 | 7.94 | -3.76 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | TREBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -17.48 | -17.64 | 0.16 | | 2007 | | | 5.15 | 5.36 | -0.21 | | 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
TREBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 4.11 | 13.37 | 12.67 | N/A | | 2008 | -0.79 | -1.16 | -5.13 | -11.29 | | 2007 | 1.73 | -0.02 | 1.70 | 1.66 | | 2006 | N/A | N/A | N/A | N/A | | 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 | 36 | 112 | 32.14 | | 1-Month | 73 | 113 | 64.60 | | 3-Month | 51 | 113 | 45.13 | | 6-Month | 36 | 112 | 32.14 | | 1-Year | 41 | 108 | 37.96 | | 3-Year | | 72 | N/A | | 5-Year | | 52 | N/A |
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0.22% Nasdaq 0.00%
Performance
