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| Morningstar Return Rating: | Above average | | Year to Date Return: | 51.23% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 43.62% | |
Worst 1-Yr Total Return (2008): | -52.97% | |
Best 3-Yr Total Return (2006-8): | -8.31% | |
Worst 3-Yr Total Return (2006-8): | -8.31% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BACIX | Category | Diff | Index* | Diff | | Year To Date | 51.23 | 34.80 | 16.43 | 17.05 | 34.18 | | 1-Month | -1.20 | -1.43 | 0.23 | -1.86 | 0.66 | | 3-Month | 9.23 | 8.55 | 0.68 | 5.48 | 3.75 | | 1-Year | 30.06 | 19.10 | 10.96 | 9.80 | 20.26 | | 3-Year | 1.81 | -0.71 | 2.52 | -7.02 | 8.83 | | 5-Year | N/A | 10.24 | N/A | 0.33 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.36 | 53.32 | 7.04 | 45.76 | 14.6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -34.35 | -32.06 | -2.29 | -18.25 | -16.1 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BACIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -52.97 | -51.12 | -1.85 | | 2007 | | | 43.62 | 42.09 | 1.53 | | 2006 | | | 14.14 | 12.05 | 2.09 | | 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
BACIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.84 | 24.61 | 20.62 | N/A | | 2008 | -0.19 | 28.94 | -39.51 | -39.59 | | 2007 | 4.64 | 15.03 | 8.32 | 10.16 | | 2006 | 10.47 | 4.74 | -10.47 | 10.19 | | 2005 | N/A | 6.06 | 27.09 | -1.40 | | 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 | 13 | 79 | 16.46 | | 1-Month | 25 | 79 | 31.65 | | 3-Month | 15 | 79 | 18.99 | | 6-Month | 8 | 79 | 10.13 | | 1-Year | 2 | 72 | 2.78 | | 3-Year | 14 | 65 | 21.54 | | 5-Year | | 45 | N/A |
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0.05% Nasdaq 
Performance
