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| Morningstar Return Rating: | Average | | Year to Date Return: | 49.87% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 42.09% | |
Worst 1-Yr Total Return (2008): | -53.52% | |
Best 3-Yr Total Return (2006-8): | -9.33% | |
Worst 3-Yr Total Return (2006-8): | -9.33% |
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| 1-Year: | -12.01% | | 3-Year: | 2.31% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BACBX | Category | Diff | Index* | Diff | | Year To Date | 49.87 | 34.80 | 15.07 | 17.05 | 32.82 | | 1-Month | -1.27 | -1.43 | 0.16 | -1.86 | 0.59 | | 3-Month | 8.95 | 8.55 | 0.4 | 5.48 | 3.47 | | 1-Year | 28.58 | 19.10 | 9.48 | 9.80 | 18.78 | | 3-Year | 0.69 | -0.71 | 1.4 | -7.02 | 7.71 | | 5-Year | N/A | 10.24 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 59.35 | 53.32 | 6.03 | 45.76 | 13.59 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -35.15 | -32.06 | -3.09 | -18.25 | -16.9 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BACBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -53.52 | -51.12 | -2.40 | | 2007 | | | 42.09 | 42.09 | 0.00 | | 2006 | | | 12.85 | 12.05 | 0.80 | | 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
BACBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.54 | 24.24 | 20.33 | N/A | | 2008 | -0.49 | 28.59 | -39.65 | -39.80 | | 2007 | 4.33 | 14.76 | 8.04 | 9.85 | | 2006 | 10.13 | 4.53 | -10.77 | 9.86 | | 2005 | N/A | 5.88 | 26.43 | -1.56 | | 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 | 18 | 79 | 22.78 | | 1-Month | 29 | 79 | 36.71 | | 3-Month | 24 | 79 | 30.38 | | 6-Month | 12 | 79 | 15.19 | | 1-Year | 6 | 72 | 8.33 | | 3-Year | 22 | 65 | 33.85 | | 5-Year | | 45 | N/A |
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0.22% Nasdaq 
0.16 (1.30%) 
Performance
