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| Morningstar Return Rating: | Average | | Year to Date Return: | 49.81% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 42.06% | |
Worst 1-Yr Total Return (2008): | -53.48% | |
Best 3-Yr Total Return (2006-8): | -9.29% | |
Worst 3-Yr Total Return (2006-8): | -9.29% |
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| 1-Year: | -9.35% | | 3-Year: | 3.28% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BACCX | Category | Diff | Index* | Diff | | Year To Date | 49.81 | 34.80 | 15.01 | 17.05 | 32.76 | | 1-Month | -1.27 | -1.43 | 0.16 | -1.86 | 0.59 | | 3-Month | 8.94 | 8.55 | 0.39 | 5.48 | 3.46 | | 1-Year | 28.69 | 19.10 | 9.59 | 9.80 | 18.89 | | 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) | 59.49 | 53.32 | 6.17 | 45.76 | 13.73 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -35.12 | -32.06 | -3.06 | -18.25 | -16.87 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BACCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -53.48 | -51.12 | -2.36 | | 2007 | | | 42.06 | 42.09 | -0.03 | | 2006 | | | 12.92 | 12.05 | 0.87 | | 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
BACCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.54 | 24.21 | 20.30 | N/A | | 2008 | -0.49 | 28.62 | -39.66 | -39.76 | | 2007 | 4.32 | 14.74 | 8.03 | 9.86 | | 2006 | 10.20 | 4.52 | -10.75 | 9.85 | | 2005 | N/A | 5.77 | 26.50 | -1.63 | | 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 | 19 | 79 | 24.05 | | 1-Month | 30 | 79 | 37.97 | | 3-Month | 26 | 79 | 32.91 | | 6-Month | 13 | 79 | 16.46 | | 1-Year | 5 | 72 | 6.94 | | 3-Year | 21 | 65 | 32.31 | | 5-Year | | 45 | N/A |
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1.00% Nasdaq 
Performance
