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| Morningstar Return Rating: | Average | | Year to Date Return: | 28.60% | | 5-Year Average Return: | 0.35% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.69% | |
Worst 1-Yr Total Return (2008): | -36.61% | |
Best 3-Yr Total Return (2004-6): | 7.73% | |
Worst 3-Yr Total Return (2006-8): | -10.29% |
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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 | BDGDX | Category | Diff | Index* | Diff | | Year To Date | 28.60 | 25.10 | 3.5 | 24.07 | 4.53 | | 1-Month | 5.24 | 5.28 | -0.04 | 6.00 | -0.76 | | 3-Month | 6.44 | 7.01 | -0.57 | 7.91 | -1.47 | | 1-Year | 32.83 | 28.01 | 4.82 | 25.39 | 7.44 | | 3-Year | -4.94 | -5.87 | 0.93 | -5.79 | 0.85 | | 5-Year | 0.35 | 0.64 | -0.29 | 0.71 | -0.36 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.41 | 46.08 | 4.33 | 45.76 | 4.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.23 | -17.41 | 5.18 | -18.25 | 6.02 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BDGDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.61 | -37.79 | 1.18 | | 2007 | | | 3.83 | 6.16 | -2.33 | | 2006 | | | 9.69 | 14.17 | -4.48 | | 2005 | | | 5.62 | 5.88 | -0.26 | | 2004 | | | 7.90 | 10.02 | -2.12 | | 2003 | | | 25.09 | 27.05 | -1.96 | | 2002 | | | -23.35 | -22.25 | -1.10 | | 2001 | | | -16.82 | -13.50 | -3.32 | | 2000 | | | -6.28 | -6.31 | 0.03 | | 1999 | | | 22.16 | 20.16 | 2.00 |
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| PAST QUARTERLY RETURNS (%) FOR
BDGDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.15 | 17.38 | 17.81 | N/A | | 2008 | -10.16 | -2.23 | -10.26 | -19.58 | | 2007 | 0.83 | 5.46 | 2.98 | -5.18 | | 2006 | 2.66 | -3.54 | 4.80 | 5.70 | | 2005 | -2.13 | 1.22 | 4.44 | 2.09 | | 2004 | 1.00 | 0.14 | -2.69 | 9.63 | | 2003 | -3.21 | 11.44 | 4.64 | 10.84 | | 2002 | 0.68 | -13.03 | -17.78 | 6.47 | | 2001 | -15.23 | 4.96 | -15.58 | 10.74 | | 2000 | 9.48 | -2.75 | 0.29 | -12.22 | | 1999 | N/A | N/A | N/A | 18.56 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 485 | 2021 | 24.00 | | 1-Month | 1542 | 2113 | 72.98 | | 3-Month | 1359 | 2091 | 64.99 | | 6-Month | 330 | 2064 | 15.99 | | 1-Year | 346 | 2011 | 17.21 | | 3-Year | 482 | 1707 | 28.24 | | 5-Year | 736 | 1360 | 54.12 |
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0.11% Nasdaq 0.00%
0.03 (0.53%) 
Performance
