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| Morningstar Return Rating: | Below average | | Year to Date Return: | 8.84% | | 5-Year Average Return: | 4.10% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 5.56% | |
Worst 1-Yr Total Return (2008): | -0.12% | |
Best 3-Yr Total Return (2005-7): | 3.63% | |
Worst 3-Yr Total Return (2006-8): | 3.10% |
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| 1-Year: | 2.61% | | 3-Year: | 2.43% | | 5-Year: | 2.52% | | 10-Year: | 4.62% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | UNBDX | Category | Diff | Index* | Diff | | Year To Date | 8.84 | 14.86 | -6.02 | 7.61 | 1.23 | | 1-Month | 1.31 | 1.13 | 0.18 | 1.29 | 0.02 | | 3-Month | 2.64 | 3.76 | -1.12 | 2.86 | -0.22 | | 1-Year | 11.40 | 18.84 | -7.44 | 11.63 | -0.23 | | 3-Year | 4.50 | 4.58 | -0.08 | 6.40 | -1.9 | | 5-Year | 4.10 | 4.20 | -0.1 | 5.49 | -1.39 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 7.46 | 13.91 | -6.45 | 7.06 | 0.4 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.89 | 6.57 | 0.32 | 7.94 | -1.05 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | UNBDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -0.12 | -4.70 | 4.58 | | 2007 | | | 5.56 | 4.70 | 0.86 | | 2006 | | | 3.96 | 4.15 | -0.19 | | 2005 | | | 1.41 | 1.80 | -0.39 | | 2004 | | | 4.25 | 3.91 | 0.34 | | 2003 | | | 4.96 | 5.10 | -0.14 | | 2002 | | | 9.28 | 8.04 | 1.24 | | 2001 | | | 7.51 | 7.64 | -0.13 | | 2000 | | | 9.13 | 9.44 | -0.31 | | 1999 | | | -1.09 | -1.35 | 0.26 |
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| PAST QUARTERLY RETURNS (%) FOR
UNBDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.68 | 2.05 | 4.05 | N/A | | 2008 | 0.06 | -0.82 | -1.18 | 1.84 | | 2007 | 1.58 | -0.72 | 2.44 | 2.18 | | 2006 | -0.58 | 0.05 | 3.30 | 1.17 | | 2005 | -0.65 | 2.69 | -0.85 | 0.25 | | 2004 | 2.60 | -2.58 | 3.14 | 1.13 | | 2003 | 1.60 | 2.64 | 0.03 | 0.62 | | 2002 | -0.09 | 3.55 | 4.08 | 1.49 | | 2001 | 2.59 | 0.28 | 4.52 | -0.02 | | 2000 | 2.32 | 0.81 | 2.02 | 3.70 | | 1999 | N/A | N/A | N/A | -0.05 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 923 | 1126 | 81.97 | | 1-Month | 735 | 1168 | 62.93 | | 3-Month | 914 | 1158 | 78.93 | | 6-Month | 946 | 1140 | 82.98 | | 1-Year | 818 | 1120 | 73.04 | | 3-Year | 553 | 970 | 57.01 | | 5-Year | 478 | 854 | 55.97 |
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0.01% Nasdaq 
0.54%
Performance
