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| Morningstar Return Rating: | Above average | | Year to Date Return: | 50.75% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 43.10% | |
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: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BACSX | Category | Diff | Index* | Diff | | Year To Date | 50.75 | 34.80 | 15.95 | 17.05 | 33.7 | | 1-Month | -1.23 | -1.43 | 0.2 | -1.86 | 0.63 | | 3-Month | 9.21 | 8.55 | 0.66 | 5.48 | 3.73 | | 1-Year | 29.54 | 19.10 | 10.44 | 9.80 | 19.74 | | 3-Year | 1.42 | -0.71 | 2.13 | -7.02 | 8.44 | | 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) | -34.62 | -32.06 | -2.56 | -18.25 | -16.37 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BACSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -53.14 | -51.12 | -2.02 | | 2007 | | | 43.10 | 42.09 | 1.01 | | 2006 | | | 13.75 | 12.05 | 1.70 | | 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
BACSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.75 | 24.39 | 20.59 | N/A | | 2008 | -0.34 | 28.89 | -39.55 | -39.66 | | 2007 | 4.54 | 14.91 | 8.23 | 10.06 | | 2006 | 10.37 | 4.70 | -10.60 | 10.11 | | 2005 | N/A | 6.26 | 26.38 | -1.48 | | 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 | 17 | 79 | 21.52 | | 1-Month | 28 | 79 | 35.44 | | 3-Month | 22 | 79 | 27.85 | | 6-Month | 9 | 79 | 11.39 | | 1-Year | 4 | 72 | 5.56 | | 3-Year | 17 | 65 | 26.15 | | 5-Year | | 45 | N/A |
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0.27% Nasdaq 
0.36%
Performance
