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| Morningstar Return Rating: | Low | | Year to Date Return: | 29.91% | | 5-Year Average Return: | -1.17% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.86% | |
Worst 1-Yr Total Return (2008): | -39.18% | |
Best 3-Yr Total Return (2004-6): | 6.67% | |
Worst 3-Yr Total Return (2006-8): | -12.09% |
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| 1-Year: | 0.23% | | 3-Year: | -5.91% | | 5-Year: | -0.65% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BBLCX | Category | Diff | Index* | Diff | | Year To Date | 29.91 | 22.21 | 7.7 | N/A | N/A | | 1-Month | 4.04 | 3.58 | 0.46 | N/A | N/A | | 3-Month | 2.82 | 5.74 | -2.92 | N/A | N/A | | 1-Year | 32.67 | 26.14 | 6.53 | N/A | N/A | | 3-Year | -6.47 | -2.18 | -4.29 | N/A | N/A | | 5-Year | -1.17 | 2.20 | -3.37 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.70 | 33.99 | 17.71 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.35 | -9.13 | -4.22 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BBLCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.18 | -28.00 | -11.18 | | 2007 | | | 1.68 | 5.99 | -4.31 | | 2006 | | | 9.86 | 11.29 | -1.43 | | 2005 | | | 4.04 | 5.13 | -1.09 | | 2004 | | | 6.21 | 8.86 | -2.65 | | 2003 | | | 21.64 | 20.35 | 1.29 | | 2002 | | | -11.57 | -12.02 | 0.45 | | 2001 | | | N/A | -5.05 | N/A | | 2000 | | | N/A | 1.82 | N/A | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BBLCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.46 | 19.81 | 16.91 | N/A | | 2008 | -8.61 | -4.06 | -12.13 | -21.06 | | 2007 | 0.95 | 4.53 | -1.62 | -2.05 | | 2006 | 3.27 | -2.42 | 3.76 | 5.06 | | 2005 | -1.22 | 1.41 | 0.89 | 2.94 | | 2004 | 2.79 | -0.06 | -3.20 | 6.82 | | 2003 | -4.55 | 14.35 | 2.33 | 8.91 | | 2002 | 2.00 | -7.03 | -11.86 | 5.80 | | 2001 | N/A | N/A | N/A | 7.76 | | 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 | 71 | 1184 | 6.00 | | 1-Month | 209 | 1233 | 16.95 | | 3-Month | 1142 | 1229 | 92.92 | | 6-Month | 96 | 1208 | 7.95 | | 1-Year | 96 | 1183 | 8.11 | | 3-Year | 729 | 932 | 78.22 | | 5-Year | 620 | 784 | 79.08 |
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0.02% Nasdaq 0.00%
Performance
