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| Morningstar Return Rating: | Low | | Year to Date Return: | 15.06% | | 5-Year Average Return: | -1.25% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.25% | |
Worst 1-Yr Total Return (2008): | -39.14% | |
Best 3-Yr Total Return (2004-6): | 11.11% | |
Worst 3-Yr Total Return (2006-8): | -10.79% |
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| 1-Year: | -12.91% | | 3-Year: | -9.65% | | 5-Year: | -1.50% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BCAAX | Category | Diff | Index* | Diff | | Year To Date | 15.06 | 18.65 | -3.59 | 17.05 | -1.99 | | 1-Month | -2.95 | -2.18 | -0.77 | -1.86 | -1.09 | | 3-Month | 4.29 | 5.08 | -0.79 | 5.48 | -1.19 | | 1-Year | 8.79 | 11.86 | -3.07 | 9.80 | -1.01 | | 3-Year | -9.85 | -6.78 | -3.07 | -7.02 | -2.83 | | 5-Year | -1.25 | 0.49 | -1.74 | 0.33 | -1.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.97 | 45.26 | -0.29 | 45.76 | -0.79 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.15 | -15.99 | -4.16 | -18.25 | -1.9 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BCAAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.14 | -37.79 | -1.35 | | 2007 | | | 1.22 | 6.16 | -4.94 | | 2006 | | | 15.25 | 14.17 | 1.08 | | 2005 | | | 6.82 | 5.88 | 0.94 | | 2004 | | | 11.43 | 10.02 | 1.41 | | 2003 | | | 24.18 | 27.05 | -2.87 | | 2002 | | | -22.05 | -22.25 | 0.20 | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BCAAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.43 | 16.80 | 15.92 | N/A | | 2008 | -10.36 | -2.09 | -11.02 | -22.06 | | 2007 | 0.96 | 6.29 | -0.15 | -5.53 | | 2006 | 5.97 | -1.85 | 3.43 | 7.13 | | 2005 | -0.98 | 1.72 | 4.29 | 1.68 | | 2004 | 2.23 | 0.92 | -1.30 | 9.42 | | 2003 | -4.74 | 13.97 | 2.60 | 11.49 | | 2002 | -0.61 | -9.65 | -16.36 | 3.80 | | 2001 | N/A | 3.76 | -12.41 | 9.38 | | 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 | 1489 | 2013 | 73.97 | | 1-Month | 1688 | 2110 | 80.00 | | 3-Month | 1546 | 2090 | 73.97 | | 6-Month | 1290 | 2049 | 62.96 | | 1-Year | 1202 | 1999 | 60.13 | | 3-Year | 1232 | 1694 | 72.73 | | 5-Year | 943 | 1352 | 69.75 |
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1.23% Nasdaq 
Performance
