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| Morningstar Return Rating: | Average | | Year to Date Return: | 15.52% | | 5-Year Average Return: | 0.70% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.48% | |
Worst 1-Yr Total Return (2008): | -31.54% | |
Best 3-Yr Total Return (2004-6): | 9.76% | |
Worst 3-Yr Total Return (2006-8): | -7.34% |
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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 | BCMTX | Category | Diff | Index* | Diff | | Year To Date | 15.52 | 18.65 | -3.13 | 17.05 | -1.53 | | 1-Month | -2.39 | -2.18 | -0.21 | -1.86 | -0.53 | | 3-Month | 4.20 | 5.08 | -0.88 | 5.48 | -1.28 | | 1-Year | 12.56 | 11.86 | 0.7 | 9.80 | 2.76 | | 3-Year | -5.80 | -6.78 | 0.98 | -7.02 | 1.22 | | 5-Year | 0.70 | 0.49 | 0.21 | 0.33 | 0.37 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 38.37 | 45.26 | -6.89 | 45.76 | -7.39 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.69 | -15.99 | 3.3 | -18.25 | 5.56 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BCMTX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -31.54 | -37.79 | 6.25 | | 2007 | | | 2.41 | 6.16 | -3.75 | | 2006 | | | 13.48 | 14.17 | -0.69 | | 2005 | | | 5.69 | 5.88 | -0.19 | | 2004 | | | 10.25 | 10.02 | 0.23 | | 2003 | | | 21.80 | 27.05 | -5.25 | | 2002 | | | -17.85 | -22.25 | 4.40 | | 2001 | | | -11.41 | -13.50 | 2.09 | | 2000 | | | -1.65 | -6.31 | 4.66 | | 1999 | | | 14.14 | 20.16 | -6.02 |
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| PAST QUARTERLY RETURNS (%) FOR
BCMTX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.17 | 13.85 | 14.44 | N/A | | 2008 | -7.98 | -2.05 | -9.33 | -16.24 | | 2007 | 1.01 | 5.04 | 0.54 | -4.00 | | 2006 | 4.70 | -1.55 | 3.52 | 6.35 | | 2005 | -0.95 | 1.88 | 3.27 | 1.42 | | 2004 | 2.10 | 0.56 | -0.88 | 8.33 | | 2003 | -4.01 | 12.64 | 2.26 | 10.15 | | 2002 | 0.20 | -7.97 | -13.97 | 3.55 | | 2001 | -11.31 | 3.73 | -10.53 | 7.64 | | 2000 | 3.00 | -0.85 | -0.08 | -3.62 | | 1999 | N/A | N/A | N/A | 12.00 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1529 | 2013 | 75.96 | | 1-Month | 1730 | 2110 | 81.99 | | 3-Month | 1797 | 2090 | 85.98 | | 6-Month | 1680 | 2049 | 81.99 | | 1-Year | 1033 | 1999 | 51.68 | | 3-Year | 471 | 1694 | 27.80 | | 5-Year | 462 | 1352 | 34.17 |
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