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| Morningstar Return Rating: | High | | Year to Date Return: | 33.21% | | 5-Year Average Return: | 5.50% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 11.60% | |
Worst 1-Yr Total Return (2008): | -25.58% | |
Best 3-Yr Total Return (2005-7): | 8.41% | |
Worst 3-Yr Total Return (2006-8): | -4.41% |
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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 | BCMSX | Category | Diff | Index* | Diff | | Year To Date | 33.21 | 31.59 | 1.62 | 24.07 | 9.14 | | 1-Month | 2.60 | 4.49 | -1.89 | 6.00 | -3.4 | | 3-Month | 4.86 | 6.16 | -1.3 | 7.91 | -3.05 | | 1-Year | 40.32 | 35.24 | 5.08 | 25.39 | 14.93 | | 3-Year | 2.83 | -5.04 | 7.87 | -5.79 | 8.62 | | 5-Year | 5.50 | 1.47 | 4.03 | 0.71 | 4.79 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.83 | 48.99 | 6.84 | 45.76 | 10.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.81 | -20.53 | 19.72 | -18.25 | 17.44 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BCMSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.58 | -43.77 | 18.19 | | 2007 | | | 11.60 | 15.09 | -3.49 | | 2006 | | | 5.16 | 9.00 | -3.84 | | 2005 | | | 8.55 | 9.84 | -1.29 | | 2004 | | | 6.35 | 13.23 | -6.88 | | 2003 | | | 34.03 | 35.96 | -1.93 | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BCMSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.82 | 22.52 | 15.98 | N/A | | 2008 | -10.57 | 5.71 | -8.91 | -13.59 | | 2007 | 3.03 | 6.24 | 4.75 | -2.67 | | 2006 | 8.03 | -7.31 | 0.95 | 4.03 | | 2005 | -0.98 | 2.75 | 0.82 | 5.82 | | 2004 | 1.54 | 1.45 | -5.99 | 9.82 | | 2003 | -1.91 | 15.86 | 6.21 | 11.04 | | 2002 | N/A | N/A | N/A | 4.80 | | 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 | 405 | 827 | 48.97 | | 1-Month | 748 | 881 | 84.90 | | 3-Month | 597 | 879 | 67.92 | | 6-Month | 310 | 862 | 35.96 | | 1-Year | 200 | 825 | 24.24 | | 3-Year | 1 | 734 | 0.14 | | 5-Year | 27 | 632 | 4.27 |
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0.28% Nasdaq 
Performance
