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| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.25% | | 5-Year Average Return: | -0.99% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 15.50% | |
Worst 1-Yr Total Return (2008): | -38.93% | |
Best 3-Yr Total Return (2004-6): | 11.37% | |
Worst 3-Yr Total Return (2006-8): | -10.55% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BCATX | Category | Diff | Index* | Diff | | Year To Date | 15.25 | 18.65 | -3.4 | 17.05 | -1.8 | | 1-Month | -2.92 | -2.18 | -0.74 | -1.86 | -1.06 | | 3-Month | 4.40 | 5.08 | -0.68 | 5.48 | -1.08 | | 1-Year | 9.10 | 11.86 | -2.76 | 9.80 | -0.7 | | 3-Year | -9.60 | -6.78 | -2.82 | -7.02 | -2.58 | | 5-Year | -0.99 | 0.49 | -1.48 | 0.33 | -1.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.44 | 45.26 | 0.18 | 45.76 | -0.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.97 | -15.99 | -3.98 | -18.25 | -1.72 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BCATX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.93 | -37.79 | -1.14 | | 2007 | | | 1.48 | 6.16 | -4.68 | | 2006 | | | 15.50 | 14.17 | 1.33 | | 2005 | | | 7.12 | 5.88 | 1.24 | | 2004 | | | 11.64 | 10.02 | 1.62 | | 2003 | | | 24.49 | 27.05 | -2.56 | | 2002 | | | -21.23 | -22.25 | 1.02 | | 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
BCATX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.48 | 16.83 | 16.10 | N/A | | 2008 | -10.21 | -2.12 | -10.98 | -21.94 | | 2007 | 1.04 | 6.39 | -0.17 | -5.44 | | 2006 | 5.99 | -1.79 | 3.56 | 7.14 | | 2005 | -0.92 | 1.77 | 4.42 | 1.73 | | 2004 | 2.25 | 0.96 | -1.17 | 9.43 | | 2003 | -4.72 | 13.91 | 2.77 | 11.61 | | 2002 | 0.21 | -9.62 | -16.31 | 3.92 | | 2001 | N/A | 3.99 | -12.49 | 8.70 | | 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 | 1504 | 2090 | 71.96 | | 6-Month | 1249 | 2049 | 60.96 | | 1-Year | 1161 | 1999 | 58.08 | | 3-Year | 1225 | 1694 | 72.31 | | 5-Year | 906 | 1352 | 67.01 |
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0.22% Nasdaq 
0.05 (0.70%) 
Performance
