|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.54% | | 5-Year Average Return: | -1.01% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.28% | |
Worst 1-Yr Total Return (2008): | -37.84% | |
Best 3-Yr Total Return (2004-6): | 8.99% | |
Worst 3-Yr Total Return (2006-8): | -9.56% |
|
| 1-Year: | -9.20% | | 3-Year: | -6.76% | | 5-Year: | -0.35% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BCEQX | Category | Diff | Index* | Diff | | Year To Date | 15.54 | 18.65 | -3.11 | 17.05 | -1.51 | | 1-Month | -1.99 | -2.18 | 0.19 | -1.86 | -0.13 | | 3-Month | 5.13 | 5.08 | 0.05 | 5.48 | -0.35 | | 1-Year | 8.17 | 11.86 | -3.69 | 9.80 | -1.63 | | 3-Year | -8.30 | -6.78 | -1.52 | -7.02 | -1.28 | | 5-Year | -1.01 | 0.49 | -1.5 | 0.33 | -1.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.65 | 45.26 | -0.61 | 45.76 | -1.11 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.53 | -15.99 | -3.54 | -18.25 | -1.28 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BCEQX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 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 | | 1999 | | | N/A | 20.16 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
BCEQX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.41 | 15.54 | 15.17 | N/A | | 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 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1429 | 2013 | 70.99 | | 1-Month | 801 | 2110 | 37.96 | | 3-Month | 1170 | 2090 | 55.98 | | 6-Month | 1249 | 2049 | 60.96 | | 1-Year | 1201 | 1999 | 60.08 | | 3-Year | 1045 | 1694 | 61.69 | | 5-Year | 903 | 1352 | 66.79 |
|
|
|
|
|