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| Morningstar Return Rating: | Average | | Year to Date Return: | 50.62% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 43.17% | |
Worst 1-Yr Total Return (2008): | -53.14% | |
Best 3-Yr Total Return (2006-8): | -8.63% | |
Worst 3-Yr Total Return (2006-8): | -8.63% |
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| 1-Year: | -12.68% | | 3-Year: | 2.20% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BACAX | Category | Diff | Index* | Diff | | Year To Date | 50.62 | 34.80 | 15.82 | 17.05 | 33.57 | | 1-Month | -1.31 | -1.43 | 0.12 | -1.86 | 0.55 | | 3-Month | 9.12 | 8.55 | 0.57 | 5.48 | 3.64 | | 1-Year | 29.43 | 19.10 | 10.33 | 9.80 | 19.63 | | 3-Year | 1.41 | -0.71 | 2.12 | -7.02 | 8.43 | | 5-Year | N/A | 10.24 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.00 | 53.32 | 6.68 | 45.76 | 14.24 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -34.68 | -32.06 | -2.62 | -18.25 | -16.43 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BACAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -53.14 | -51.12 | -2.02 | | 2007 | | | 43.17 | 42.09 | 1.08 | | 2006 | | | 13.68 | 12.05 | 1.63 | | 2005 | | | N/A | 46.33 | N/A | | 2004 | | | N/A | 33.42 | N/A | | 2003 | | | N/A | 32.28 | N/A | | 2002 | | | N/A | -11.49 | N/A | | 2001 | | | N/A | -13.13 | N/A | | 2000 | | | N/A | 45.89 | N/A | | 1999 | | | N/A | 32.83 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BACAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.75 | 24.39 | 20.59 | N/A | | 2008 | -0.34 | 28.89 | -39.58 | -39.62 | | 2007 | 4.54 | 14.98 | 8.18 | 10.10 | | 2006 | 10.37 | 4.70 | -10.60 | 10.04 | | 2005 | N/A | 6.06 | 26.52 | -1.41 | | 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 | 15 | 79 | 18.99 | | 1-Month | 26 | 79 | 32.91 | | 3-Month | 19 | 79 | 24.05 | | 6-Month | 10 | 79 | 12.66 | | 1-Year | 3 | 72 | 4.17 | | 3-Year | 16 | 65 | 24.62 | | 5-Year | | 45 | N/A |
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1.23% Nasdaq 
Performance
