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| Morningstar Return Rating: | Below average | | Year to Date Return: | 14.54% | | 5-Year Average Return: | 0.84% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.70% | |
Worst 1-Yr Total Return (2008): | -26.27% | |
Best 3-Yr Total Return (2004-6): | 7.42% | |
Worst 3-Yr Total Return (2006-8): | -5.91% |
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| 1-Year: | -3.19% | | 3-Year: | -3.68% | | 5-Year: | 1.16% | | 10-Year: | 0.85% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BBMGX | Category | Diff | Index* | Diff | | Year To Date | 14.54 | 18.16 | -3.62 | N/A | N/A | | 1-Month | -1.83 | -1.24 | -0.59 | N/A | N/A | | 3-Month | 3.96 | 4.71 | -0.75 | N/A | N/A | | 1-Year | 13.67 | 15.73 | -2.06 | N/A | N/A | | 3-Year | -3.99 | -2.66 | -1.33 | N/A | N/A | | 5-Year | 0.84 | 2.10 | -1.26 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.35 | 33.32 | -0.97 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.50 | -8.51 | 0.01 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BBMGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.27 | -28.00 | 1.73 | | 2007 | | | 2.05 | 5.99 | -3.94 | | 2006 | | | 10.70 | 11.29 | -0.59 | | 2005 | | | 3.87 | 5.13 | -1.26 | | 2004 | | | 7.80 | 8.86 | -1.06 | | 2003 | | | 16.82 | 20.35 | -3.53 | | 2002 | | | -13.73 | -12.02 | -1.71 | | 2001 | | | -7.98 | -5.05 | -2.93 | | 2000 | | | -0.79 | 1.82 | -2.61 | | 1999 | | | N/A | 10.71 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BBMGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.14 | 11.58 | 12.61 | N/A | | 2008 | -6.30 | -2.20 | -7.79 | -12.74 | | 2007 | 0.75 | 3.62 | 0.71 | -2.94 | | 2006 | 3.39 | -1.59 | 3.38 | 5.25 | | 2005 | -1.07 | 1.63 | 2.31 | 0.98 | | 2004 | 1.97 | -0.25 | -0.65 | 6.67 | | 2003 | -3.40 | 10.39 | 1.62 | 7.80 | | 2002 | -0.27 | -5.80 | -10.59 | 2.70 | | 2001 | -8.28 | 2.60 | -7.34 | 5.53 | | 2000 | 2.27 | -0.65 | -0.05 | -2.31 | | 1999 | N/A | N/A | N/A | 8.76 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 932 | 1211 | 76.96 | | 1-Month | 1094 | 1258 | 86.96 | | 3-Month | 942 | 1256 | 75.00 | | 6-Month | 890 | 1220 | 72.95 | | 1-Year | 653 | 1204 | 54.24 | | 3-Year | 545 | 950 | 57.37 | | 5-Year | 489 | 796 | 61.43 |
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1.23% Nasdaq 0.00%
Performance
