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| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.63% | | 5-Year Average Return: | -1.01% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.35% | |
Worst 1-Yr Total Return (2008): | -37.83% | |
Best 3-Yr Total Return (2004-6): | 9.01% | |
Worst 3-Yr Total Return (2006-8): | -9.56% |
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| 1-Year: | -12.71% | | 3-Year: | -7.63% | | 5-Year: | -0.70% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BBEQX | Category | Diff | Index* | Diff | | Year To Date | 15.63 | 18.65 | -3.02 | 17.05 | -1.42 | | 1-Month | -2.01 | -2.18 | 0.17 | -1.86 | -0.15 | | 3-Month | 5.18 | 5.08 | 0.1 | 5.48 | -0.3 | | 1-Year | 8.18 | 11.86 | -3.68 | 9.80 | -1.62 | | 3-Year | -8.31 | -6.78 | -1.53 | -7.02 | -1.29 | | 5-Year | -1.01 | 0.49 | -1.5 | 0.33 | -1.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.52 | 45.26 | -0.74 | 45.76 | -1.24 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.46 | -15.99 | -3.47 | -18.25 | -1.21 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BBEQX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.83 | -37.79 | -0.04 | | 2007 | | | 4.06 | 6.16 | -2.10 | | 2006 | | | 14.35 | 14.17 | 0.18 | | 2005 | | | 3.48 | 5.88 | -2.40 | | 2004 | | | 9.48 | 10.02 | -0.54 | | 2003 | | | 27.18 | 27.05 | 0.13 | | 2002 | | | -23.05 | -22.25 | -0.80 | | 2001 | | | -13.37 | -13.50 | 0.13 | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BBEQX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.37 | 15.45 | 15.32 | N/A | | 2008 | -9.74 | -3.00 | -8.76 | -22.18 | | 2007 | 0.26 | 5.96 | 1.75 | -3.73 | | 2006 | 3.92 | -1.82 | 5.40 | 6.34 | | 2005 | -2.44 | 1.09 | 3.09 | 1.78 | | 2004 | 1.36 | 1.39 | -2.25 | 8.98 | | 2003 | -3.43 | 14.92 | 2.47 | 11.84 | | 2002 | 0.00 | -13.68 | -17.53 | 8.10 | | 2001 | -12.24 | 5.17 | -14.99 | 10.41 | | 2000 | N/A | N/A | N/A | -8.02 | | 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 | 1409 | 2013 | 70.00 | | 1-Month | 611 | 2110 | 28.96 | | 3-Month | 940 | 2090 | 44.98 | | 6-Month | 1270 | 2049 | 61.98 | | 1-Year | 1193 | 1999 | 59.68 | | 3-Year | 1036 | 1694 | 61.16 | | 5-Year | 901 | 1352 | 66.64 |
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1.23% Nasdaq 
Performance
