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| Morningstar Return Rating: | Below average | | Year to Date Return: | -3.77% | | 5-Year Average Return: | -1.18% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 24.59% | |
Worst 1-Yr Total Return (2008): | -37.84% | |
Best 3-Yr Total Return (2005-7): | 7.20% | |
Worst 3-Yr Total Return (2006-8): | -9.56% |
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| 1-Year: | 23.59% | | 3-Year: | -6.91% | | 5-Year: | -0.94% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BCEQX | Category | Diff | Index* | Diff | | Year To Date | -3.77 | -3.57 | -0.2 | -3.60 | -0.17 | | 1-Month | -3.77 | -3.57 | -0.2 | -3.60 | -0.17 | | 3-Month | 3.76 | 3.99 | -0.23 | 4.16 | -0.4 | | 1-Year | 31.03 | 34.15 | -3.12 | 33.14 | -2.11 | | 3-Year | -8.52 | -7.17 | -1.35 | -7.24 | -1.28 | | 5-Year | -1.18 | 0.19 | -1.37 | 0.18 | -1.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.65 | 46.19 | -1.54 | 45.76 | -1.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.53 | -17.46 | -2.07 | -18.25 | -1.28 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BCEQX | Category | Diff | | 2009 | | | 24.59 | 28.17 | -3.58 | | 2008 | | | -37.84 | -37.79 | -0.05 | | 2007 | | | 4.14 | 6.16 | -2.02 | | 2006 | | | 14.28 | 14.17 | 0.11 | | 2005 | | | 3.50 | 5.88 | -2.38 | | 2004 | | | 9.46 | 10.02 | -0.56 | | 2003 | | | 27.35 | 27.05 | 0.30 | | 2002 | | | -22.08 | -22.25 | 0.17 | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BCEQX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.41 | 15.54 | 15.17 | 5.68 | | 2008 | -9.75 | -3.09 | -8.64 | -22.21 | | 2007 | 0.37 | 5.91 | 1.73 | -3.70 | | 2006 | 3.89 | -1.69 | 5.35 | 6.21 | | 2005 | -2.45 | 1.14 | 3.06 | 1.78 | | 2004 | 1.35 | 1.34 | -2.10 | 8.87 | | 2003 | -2.73 | 15.09 | 1.68 | 11.89 | | 2002 | 0.53 | -13.82 | -16.64 | 7.90 | | 2001 | N/A | N/A | -15.42 | 10.22 | | 2000 | 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 | 1172 | 2131 | 55.00 | | 1-Month | 1086 | 2131 | 50.96 | | 3-Month | 987 | 2102 | 46.96 | | 6-Month | 1118 | 2071 | 53.98 | | 1-Year | 1151 | 2011 | 57.24 | | 3-Year | 1153 | 1772 | 65.07 | | 5-Year | 970 | 1376 | 70.49 |
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1.52% Nasdaq 0.00%
Performance
