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| Morningstar Return Rating: | Low | | Year to Date Return: | 9.81% | | 5-Year Average Return: | -2.67% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 20.27% | |
Worst 1-Yr Total Return (2008): | -37.75% | |
Best 3-Yr Total Return (2004-6): | 12.64% | |
Worst 3-Yr Total Return (2006-8): | -11.36% |
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| 1-Year: | -11.30% | | 3-Year: | -11.18% | | 5-Year: | -1.99% | | 10-Year: | -0.23% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BCVCX | Category | Diff | Index* | Diff | | Year To Date | 9.81 | 15.79 | -5.98 | 17.05 | -7.24 | | 1-Month | -2.54 | -2.21 | -0.33 | -1.86 | -0.68 | | 3-Month | 5.26 | 5.62 | -0.36 | 5.48 | -0.22 | | 1-Year | 2.58 | 9.52 | -6.94 | 9.80 | -7.22 | | 3-Year | -12.98 | -8.36 | -4.62 | -7.02 | -5.96 | | 5-Year | -2.67 | 0.18 | -2.85 | 0.33 | -3 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.97 | 46.84 | -6.87 | 45.76 | -5.79 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.90 | -16.40 | -2.5 | -18.25 | -0.65 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BCVCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.75 | -37.09 | -0.66 | | 2007 | | | -6.96 | 1.42 | -8.38 | | 2006 | | | 20.27 | 18.15 | 2.12 | | 2005 | | | 6.65 | 5.95 | 0.70 | | 2004 | | | 11.42 | 12.97 | -1.55 | | 2003 | | | 22.80 | 28.44 | -5.64 | | 2002 | | | -20.38 | -18.69 | -1.69 | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BCVCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.52 | 9.57 | 17.54 | N/A | | 2008 | -9.62 | -8.91 | -4.91 | -20.49 | | 2007 | -1.51 | 6.59 | -0.88 | -10.60 | | 2006 | 5.76 | -0.16 | 6.05 | 7.39 | | 2005 | 0.21 | 1.35 | 3.68 | 1.28 | | 2004 | 1.63 | 1.15 | 0.32 | 8.05 | | 2003 | -5.60 | 14.88 | 0.04 | 13.19 | | 2002 | 2.94 | -10.27 | -19.87 | 7.58 | | 2001 | N/A | 4.94 | -6.30 | 6.61 | | 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 | 974 | 1335 | 72.96 | | 1-Month | 551 | 1379 | 39.96 | | 3-Month | 273 | 1368 | 19.96 | | 6-Month | 1278 | 1346 | 94.95 | | 1-Year | 867 | 1318 | 65.78 | | 3-Year | 865 | 1124 | 76.96 | | 5-Year | 720 | 934 | 77.09 |
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