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| Morningstar Return Rating: | High | | Year to Date Return: | 15.38% | | 5-Year Average Return: | 6.73% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 22.18% | |
Worst 1-Yr Total Return (2008): | -25.73% | |
Best 3-Yr Total Return (2005-7): | 14.20% | |
Worst 3-Yr Total Return (2006-8): | -0.11% |
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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 | BEGIX | Category | Diff | Index* | Diff | | Year To Date | 15.38 | 15.79 | -0.41 | 17.05 | -1.67 | | 1-Month | 0.35 | -2.21 | 2.56 | -1.86 | 2.21 | | 3-Month | 5.22 | 5.62 | -0.4 | 5.48 | -0.26 | | 1-Year | 8.08 | 9.52 | -1.44 | 9.80 | -1.72 | | 3-Year | -0.47 | -8.36 | 7.89 | -7.02 | 6.55 | | 5-Year | 6.73 | 0.18 | 6.55 | 0.33 | 6.4 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.10 | 46.84 | -12.74 | 45.76 | -11.66 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.88 | -16.40 | 2.52 | -18.25 | 4.37 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BEGIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.73 | -37.09 | 11.36 | | 2007 | | | 9.82 | 1.42 | 8.40 | | 2006 | | | 22.18 | 18.15 | 4.03 | | 2005 | | | 11.01 | 5.95 | 5.06 | | 2004 | | | N/A | 12.97 | N/A | | 2003 | | | N/A | 28.44 | N/A | | 2002 | | | N/A | -18.69 | N/A | | 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
BEGIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.48 | 13.48 | 10.70 | N/A | | 2008 | -2.99 | -0.18 | -6.99 | -17.53 | | 2007 | 3.94 | 5.62 | 2.66 | -2.56 | | 2006 | 5.54 | 2.87 | 4.68 | 7.51 | | 2005 | 1.26 | 4.07 | 3.17 | 2.11 | | 2004 | N/A | N/A | 3.94 | 10.27 | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 720 | 1335 | 53.93 | | 1-Month | 41 | 1379 | 2.97 | | 3-Month | 314 | 1368 | 22.95 | | 6-Month | 888 | 1346 | 65.97 | | 1-Year | 642 | 1318 | 48.71 | | 3-Year | 8 | 1124 | 0.71 | | 5-Year | 4 | 934 | 0.43 |
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