|
| Morningstar Return Rating: | Low | | Year to Date Return: | 14.60% | | 5-Year Average Return: | -1.93% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.60% | |
Worst 1-Yr Total Return (2008): | -39.56% | |
Best 3-Yr Total Return (2004-6): | 10.30% | |
Worst 3-Yr Total Return (2006-8): | -11.38% |
|
| 1-Year: | -9.02% | | 3-Year: | -8.42% | | 5-Year: | -1.01% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BCACX | Category | Diff | Index* | Diff | | Year To Date | 14.60 | 18.65 | -4.05 | 17.05 | -2.45 | | 1-Month | -2.94 | -2.18 | -0.76 | -1.86 | -1.08 | | 3-Month | 4.32 | 5.08 | -0.76 | 5.48 | -1.16 | | 1-Year | 8.25 | 11.86 | -3.61 | 9.80 | -1.55 | | 3-Year | -10.41 | -6.78 | -3.63 | -7.02 | -3.39 | | 5-Year | -1.93 | 0.49 | -2.42 | 0.33 | -2.26 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.74 | 45.26 | -0.52 | 45.76 | -1.02 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.69 | -15.99 | -4.7 | -18.25 | -2.44 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BCACX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.56 | -37.79 | -1.77 | | 2007 | | | 0.47 | 6.16 | -5.69 | | 2006 | | | 14.60 | 14.17 | 0.43 | | 2005 | | | 5.94 | 5.88 | 0.06 | | 2004 | | | 10.52 | 10.02 | 0.50 | | 2003 | | | 23.43 | 27.05 | -3.62 | | 2002 | | | -22.26 | -22.25 | -0.01 | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
BCACX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.59 | 16.70 | 15.74 | N/A | | 2008 | -10.42 | -2.32 | -11.25 | -22.17 | | 2007 | 0.81 | 6.05 | -0.33 | -5.70 | | 2006 | 5.70 | -1.98 | 3.25 | 7.12 | | 2005 | -1.18 | 1.59 | 4.11 | 1.36 | | 2004 | 1.95 | 0.74 | -1.48 | 9.22 | | 2003 | -4.82 | 13.64 | 2.48 | 11.35 | | 2002 | -0.10 | -9.94 | -16.55 | 3.55 | | 2001 | N/A | 3.75 | -12.81 | 8.41 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1550 | 2013 | 77.00 | | 1-Month | 1835 | 2110 | 86.97 | | 3-Month | 1692 | 2090 | 80.96 | | 6-Month | 1393 | 2049 | 67.98 | | 1-Year | 1259 | 1999 | 62.98 | | 3-Year | 1258 | 1694 | 74.26 | | 5-Year | 993 | 1352 | 73.45 |
|
|
|
|
|