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| Morningstar Return Rating: | Above average | | Year to Date Return: | 14.58% | | 5-Year Average Return: | 5.39% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 6.34% | |
Worst 1-Yr Total Return (2008): | -2.07% | |
Best 3-Yr Total Return (2004-6): | 4.77% | |
Worst 3-Yr Total Return (2006-8): | 3.28% |
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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 | BCOSX | Category | Diff | Index* | Diff | | Year To Date | 14.58 | 13.54 | 1.04 | 6.24 | 8.34 | | 1-Month | 1.26 | 0.89 | 0.37 | 0.49 | 0.77 | | 3-Month | 5.74 | 4.14 | 1.6 | 2.60 | 3.14 | | 1-Year | 19.52 | 17.86 | 1.66 | 13.79 | 5.73 | | 3-Year | 6.40 | 4.54 | 1.86 | 6.35 | 0.05 | | 5-Year | 5.39 | 3.85 | 1.54 | 5.05 | 0.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 14.05 | 13.81 | 0.24 | 7.06 | 6.99 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 8.46 | 6.49 | 1.97 | 7.94 | 0.52 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BCOSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.07 | -4.70 | 2.63 | | 2007 | | | 5.79 | 4.70 | 1.09 | | 2006 | | | 6.34 | 4.15 | 2.19 | | 2005 | | | 1.93 | 1.80 | 0.13 | | 2004 | | | 6.10 | 3.91 | 2.19 | | 2003 | | | 8.61 | 5.10 | 3.51 | | 2002 | | | 6.56 | 8.04 | -1.48 | | 2001 | | | 6.71 | 7.64 | -0.93 | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BCOSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.13 | 5.64 | 6.98 | N/A | | 2008 | 0.67 | -0.50 | -2.55 | 0.32 | | 2007 | 1.68 | -0.38 | 2.18 | 2.21 | | 2006 | 0.00 | 0.23 | 3.81 | 2.20 | | 2005 | -0.25 | 2.87 | -1.34 | 0.69 | | 2004 | 3.01 | -2.46 | 3.17 | 2.36 | | 2003 | 1.85 | 4.42 | 0.51 | 1.60 | | 2002 | -1.11 | 2.58 | 3.73 | 1.27 | | 2001 | 3.18 | 0.22 | 4.44 | -1.19 | | 2000 | N/A | N/A | N/A | 5.74 | | 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 | 448 | 1122 | 39.93 | | 1-Month | 186 | 1164 | 15.98 | | 3-Month | 126 | 1154 | 10.92 | | 6-Month | 305 | 1133 | 26.92 | | 1-Year | 306 | 1113 | 27.49 | | 3-Year | 191 | 957 | 19.96 | | 5-Year | 94 | 845 | 11.12 |
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0.21% Nasdaq 
0.01 (0.09%) 
Performance
