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| Morningstar Return Rating: | Low | | Year to Date Return: | 14.44% | | 5-Year Average Return: | -1.98% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.42% | |
Worst 1-Yr Total Return (2008): | -39.58% | |
Best 3-Yr Total Return (2004-6): | 10.30% | |
Worst 3-Yr Total Return (2006-8): | -11.47% |
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| 1-Year: | -12.92% | | 3-Year: | -9.47% | | 5-Year: | -1.37% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BCABX | Category | Diff | Index* | Diff | | Year To Date | 14.44 | 18.65 | -4.21 | 17.05 | -2.61 | | 1-Month | -2.95 | -2.18 | -0.77 | -1.86 | -1.09 | | 3-Month | 4.16 | 5.08 | -0.92 | 5.48 | -1.32 | | 1-Year | 7.93 | 11.86 | -3.93 | 9.80 | -1.87 | | 3-Year | -10.47 | -6.78 | -3.69 | -7.02 | -3.45 | | 5-Year | -1.98 | 0.49 | -2.47 | 0.33 | -2.31 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.62 | 45.26 | -0.64 | 45.76 | -1.14 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.70 | -15.99 | -4.71 | -18.25 | -2.45 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BCABX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.58 | -37.79 | -1.79 | | 2007 | | | 0.37 | 6.16 | -5.79 | | 2006 | | | 14.42 | 14.17 | 0.25 | | 2005 | | | 6.02 | 5.88 | 0.14 | | 2004 | | | 10.61 | 10.02 | 0.59 | | 2003 | | | 23.36 | 27.05 | -3.69 | | 2002 | | | -22.13 | -22.25 | 0.12 | | 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
BCABX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.61 | 16.53 | 15.80 | N/A | | 2008 | -10.42 | -2.32 | -11.14 | -22.30 | | 2007 | 0.72 | 6.14 | -0.43 | -5.71 | | 2006 | 5.69 | -1.97 | 3.24 | 6.97 | | 2005 | -1.17 | 1.48 | 4.20 | 1.45 | | 2004 | 2.06 | 0.64 | -1.37 | 9.19 | | 2003 | -4.94 | 13.76 | 2.47 | 11.33 | | 2002 | 0.00 | -9.92 | -16.51 | 3.54 | | 2001 | N/A | 3.75 | -12.71 | 8.40 | | 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 | 1550 | 2013 | 77.00 | | 1-Month | 1772 | 2110 | 83.98 | | 3-Month | 1609 | 2090 | 76.99 | | 6-Month | 1434 | 2049 | 69.99 | | 1-Year | 1255 | 1999 | 62.78 | | 3-Year | 1260 | 1694 | 74.38 | | 5-Year | 995 | 1352 | 73.59 |
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0.22% Nasdaq 
Performance
