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| Morningstar Return Rating: | Below average | | Year to Date Return: | 15.34% | | 5-Year Average Return: | 0.46% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.23% | |
Worst 1-Yr Total Return (2008): | -31.76% | |
Best 3-Yr Total Return (2004-6): | 9.52% | |
Worst 3-Yr Total Return (2006-8): | -7.58% |
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| 1-Year: | -6.93% | | 3-Year: | -6.20% | | 5-Year: | 0.05% | | 10-Year: | -0.15% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BCMAX | Category | Diff | Index* | Diff | | Year To Date | 15.34 | 18.65 | -3.31 | 17.05 | -1.71 | | 1-Month | -2.39 | -2.18 | -0.21 | -1.86 | -0.53 | | 3-Month | 4.30 | 5.08 | -0.78 | 5.48 | -1.18 | | 1-Year | 12.30 | 11.86 | 0.44 | 9.80 | 2.5 | | 3-Year | -6.03 | -6.78 | 0.75 | -7.02 | 0.99 | | 5-Year | 0.46 | 0.49 | -0.03 | 0.33 | 0.13 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.93 | 45.26 | -7.33 | 45.76 | -7.83 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.93 | -15.99 | 3.06 | -18.25 | 5.32 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BCMAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.76 | -37.79 | 6.03 | | 2007 | | | 2.17 | 6.16 | -3.99 | | 2006 | | | 13.23 | 14.17 | -0.94 | | 2005 | | | 5.45 | 5.88 | -0.43 | | 2004 | | | 10.04 | 10.02 | 0.02 | | 2003 | | | 21.50 | 27.05 | -5.55 | | 2002 | | | -18.18 | -22.25 | 4.07 | | 2001 | | | -11.62 | -13.50 | 1.88 | | 2000 | | | -1.74 | -6.31 | 4.57 | | 1999 | | | 13.77 | 20.16 | -6.39 |
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| PAST QUARTERLY RETURNS (%) FOR
BCMAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.24 | 13.80 | 14.40 | N/A | | 2008 | -8.05 | -2.11 | -9.28 | -16.43 | | 2007 | 0.86 | 5.08 | 0.48 | -4.05 | | 2006 | 4.65 | -1.61 | 3.46 | 6.29 | | 2005 | -1.01 | 1.82 | 3.21 | 1.36 | | 2004 | 2.20 | 0.39 | -0.83 | 8.15 | | 2003 | -3.93 | 12.57 | 2.20 | 9.93 | | 2002 | 0.14 | -8.15 | -13.92 | 3.34 | | 2001 | -11.36 | 3.67 | -10.59 | 7.58 | | 2000 | 3.02 | -0.91 | -0.14 | -3.61 | | 1999 | N/A | N/A | N/A | 11.84 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1550 | 2013 | 77.00 | | 1-Month | 1730 | 2110 | 81.99 | | 3-Month | 1818 | 2090 | 86.99 | | 6-Month | 1700 | 2049 | 82.97 | | 1-Year | 1069 | 1999 | 53.48 | | 3-Year | 518 | 1694 | 30.58 | | 5-Year | 523 | 1352 | 38.68 |
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1.00% Nasdaq 
Performance
