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| Morningstar Return Rating: | High | | Year to Date Return: | 14.81% | | 5-Year Average Return: | 5.65% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 6.58% | |
Worst 1-Yr Total Return (2008): | -1.79% | |
Best 3-Yr Total Return (2004-6): | 5.02% | |
Worst 3-Yr Total Return (2006-8): | 3.52% |
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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 | BCOIX | Category | Diff | Index* | Diff | | Year To Date | 14.81 | 13.54 | 1.27 | 6.24 | 8.57 | | 1-Month | 1.22 | 0.89 | 0.33 | 0.49 | 0.73 | | 3-Month | 5.78 | 4.14 | 1.64 | 2.60 | 3.18 | | 1-Year | 19.69 | 17.86 | 1.83 | 13.79 | 5.9 | | 3-Year | 6.66 | 4.54 | 2.12 | 6.35 | 0.31 | | 5-Year | 5.65 | 3.85 | 1.8 | 5.05 | 0.6 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 14.31 | 13.81 | 0.5 | 7.06 | 7.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.77 | 6.49 | 2.28 | 7.94 | 0.83 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BCOIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -1.79 | -4.70 | 2.91 | | 2007 | | | 5.99 | 4.70 | 1.29 | | 2006 | | | 6.58 | 4.15 | 2.43 | | 2005 | | | 2.23 | 1.80 | 0.43 | | 2004 | | | 6.30 | 3.91 | 2.39 | | 2003 | | | 8.95 | 5.10 | 3.85 | | 2002 | | | 6.91 | 8.04 | -1.13 | | 2001 | | | 6.84 | 7.64 | -0.80 | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BCOIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.19 | 5.65 | 7.15 | N/A | | 2008 | 0.74 | -0.45 | -2.36 | 0.30 | | 2007 | 1.68 | -0.33 | 2.30 | 2.23 | | 2006 | -0.03 | 0.30 | 3.87 | 2.33 | | 2005 | -0.19 | 3.00 | -1.32 | 0.77 | | 2004 | 3.04 | -2.45 | 3.20 | 2.47 | | 2003 | 1.83 | 4.48 | 0.59 | 1.80 | | 2002 | -1.01 | 2.59 | 3.85 | 1.38 | | 2001 | 3.15 | 0.34 | 4.43 | -1.15 | | 2000 | N/A | N/A | N/A | 5.91 | | 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 | 415 | 1122 | 36.99 | | 1-Month | 151 | 1164 | 12.97 | | 3-Month | 115 | 1154 | 9.97 | | 6-Month | 305 | 1133 | 26.92 | | 1-Year | 290 | 1113 | 26.06 | | 3-Year | 152 | 957 | 15.88 | | 5-Year | 64 | 845 | 7.57 |
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1.23% Nasdaq 
0.02 (0.19%) 
Performance
