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| Morningstar Return Rating: | High | | Year to Date Return: | 26.56% | | 5-Year Average Return: | 6.55% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 22.92% | |
Worst 1-Yr Total Return (2008): | -34.06% | |
Best 3-Yr Total Return (2005-7): | 14.82% | |
Worst 3-Yr Total Return (2006-8): | -4.83% |
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| 1-Year: | 2.45% | | 3-Year: | 2.36% | | 5-Year: | 8.22% | | 10-Year: | 5.15% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | USTBX | Category | Diff | Index* | Diff | | Year To Date | 26.56 | 44.15 | -17.59 | 17.05 | 9.51 | | 1-Month | -3.79 | -3.44 | -0.35 | -1.86 | -1.93 | | 3-Month | 1.43 | 4.68 | -3.25 | 5.48 | -4.05 | | 1-Year | 25.37 | 31.89 | -6.52 | 9.80 | 15.57 | | 3-Year | 1.33 | -1.81 | 3.14 | -7.02 | 8.35 | | 5-Year | 6.55 | 2.63 | 3.92 | 0.33 | 6.22 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.58 | 57.15 | -13.57 | 45.76 | -2.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -6.56 | -10.30 | 3.74 | -18.25 | 11.69 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | USTBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.06 | -45.33 | 11.27 | | 2007 | | | 22.92 | 16.12 | 6.80 | | 2006 | | | 6.37 | 7.08 | -0.71 | | 2005 | | | 15.78 | 5.76 | 10.02 | | 2004 | | | 14.80 | 4.24 | 10.56 | | 2003 | | | 29.92 | 55.77 | -25.85 | | 2002 | | | -27.85 | -42.86 | 15.01 | | 2001 | | | -14.63 | -36.89 | 22.26 | | 2000 | | | -15.02 | -31.36 | 16.34 | | 1999 | | | N/A | 129.22 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
USTBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.43 | 14.41 | 13.36 | N/A | | 2008 | -9.57 | 2.05 | -12.26 | -18.56 | | 2007 | 4.38 | 7.80 | 6.97 | 2.12 | | 2006 | 5.47 | -5.47 | 3.99 | 2.59 | | 2005 | -3.01 | 6.43 | 7.35 | 4.49 | | 2004 | 3.22 | 2.31 | -4.97 | 14.39 | | 2003 | -1.86 | 9.79 | 6.47 | 13.24 | | 2002 | -7.05 | -15.76 | -9.86 | 2.22 | | 2001 | -20.17 | 5.76 | -12.67 | 15.78 | | 2000 | 18.18 | -17.78 | 1.57 | -13.89 | | 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 | 206 | 220 | 93.64 | | 1-Month | 196 | 234 | 83.76 | | 3-Month | 196 | 228 | 85.96 | | 6-Month | 193 | 222 | 86.94 | | 1-Year | 158 | 212 | 74.53 | | 3-Year | 35 | 203 | 17.24 | | 5-Year | 18 | 190 | 9.47 |
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0.14% Nasdaq 
0.27%
Performance
