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| Morningstar Return Rating: | High | | Year to Date Return: | 14.28% | | 5-Year Average Return: | 5.66% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.96% | |
Worst 1-Yr Total Return (2008): | -26.43% | |
Best 3-Yr Total Return (2005-7): | 13.05% | |
Worst 3-Yr Total Return (2006-8): | -1.08% |
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| 1-Year: | -7.02% | | 3-Year: | -0.71% | | 5-Year: | 5.95% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BCEGX | Category | Diff | Index* | Diff | | Year To Date | 14.28 | 15.79 | -1.51 | 17.05 | -2.77 | | 1-Month | 0.18 | -2.21 | 2.39 | -1.86 | 2.04 | | 3-Month | 4.83 | 5.62 | -0.79 | 5.48 | -0.65 | | 1-Year | 7.03 | 9.52 | -2.49 | 9.80 | -2.77 | | 3-Year | -1.48 | -8.36 | 6.88 | -7.02 | 5.54 | | 5-Year | 5.66 | 0.18 | 5.48 | 0.33 | 5.33 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.47 | 46.84 | -13.37 | 45.76 | -12.29 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.75 | -16.40 | 1.65 | -18.25 | 3.5 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BCEGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.43 | -37.09 | 10.66 | | 2007 | | | 8.78 | 1.42 | 7.36 | | 2006 | | | 20.96 | 18.15 | 2.81 | | 2005 | | | 9.81 | 5.95 | 3.86 | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BCEGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.73 | 13.08 | 10.53 | N/A | | 2008 | -3.29 | -0.42 | -7.19 | -17.69 | | 2007 | 3.73 | 5.34 | 2.36 | -2.74 | | 2006 | 5.31 | 2.63 | 4.38 | 7.23 | | 2005 | 0.96 | 3.76 | 2.95 | 1.81 | | 2004 | N/A | N/A | 3.68 | 10.09 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 801 | 1335 | 60.00 | | 1-Month | 55 | 1379 | 3.99 | | 3-Month | 451 | 1368 | 32.97 | | 6-Month | 982 | 1346 | 72.96 | | 1-Year | 745 | 1318 | 56.53 | | 3-Year | 12 | 1124 | 1.07 | | 5-Year | 9 | 934 | 0.96 |
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1.23% Nasdaq 
Performance
