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| Morningstar Return Rating: | Average | | Year to Date Return: | 24.49% | | 5-Year Average Return: | 0.77% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.98% | |
Worst 1-Yr Total Return (2008): | -40.37% | |
Best 3-Yr Total Return (2004-6): | 14.82% | |
Worst 3-Yr Total Return (2006-8): | -9.42% |
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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 | BEGRX | Category | Diff | Index* | Diff | | Year To Date | 24.49 | 21.73 | 2.76 | 24.07 | 0.42 | | 1-Month | 2.02 | 5.16 | -3.14 | 6.00 | -3.98 | | 3-Month | 4.46 | 6.45 | -1.99 | 7.91 | -3.45 | | 1-Year | 27.73 | 24.67 | 3.06 | 25.39 | 2.34 | | 3-Year | -7.75 | -7.33 | -0.42 | -5.79 | -1.96 | | 5-Year | 0.77 | 0.27 | 0.5 | 0.71 | 0.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.16 | 47.53 | -5.37 | 45.76 | -3.6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.17 | -16.99 | -1.18 | -18.25 | 0.08 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BEGRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.37 | -37.09 | -3.28 | | 2007 | | | 3.03 | 1.42 | 1.61 | | 2006 | | | 20.98 | 18.15 | 2.83 | | 2005 | | | 9.25 | 5.95 | 3.30 | | 2004 | | | 14.52 | 12.97 | 1.55 | | 2003 | | | 29.44 | 28.44 | 1.00 | | 2002 | | | -11.05 | -18.69 | 7.64 | | 2001 | | | 6.11 | -4.99 | 11.10 | | 2000 | | | 14.33 | 7.87 | 6.46 | | 1999 | | | 16.79 | 6.72 | 10.07 |
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| PAST QUARTERLY RETURNS (%) FOR
BEGRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.16 | 16.33 | 15.90 | N/A | | 2008 | -9.09 | -6.22 | -7.54 | -24.35 | | 2007 | 4.13 | 5.26 | -3.14 | -2.95 | | 2006 | 7.35 | -0.57 | 4.59 | 8.37 | | 2005 | 0.38 | 2.53 | 4.43 | 1.65 | | 2004 | 3.68 | -0.50 | 1.29 | 9.60 | | 2003 | -3.01 | 14.17 | 3.86 | 12.54 | | 2002 | 2.99 | -5.73 | -10.77 | 2.69 | | 2001 | 2.84 | 8.46 | -10.20 | 5.94 | | 2000 | 4.26 | -1.10 | 7.04 | 3.59 | | 1999 | N/A | N/A | N/A | 7.85 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 232 | 1293 | 17.94 | | 1-Month | 468 | 1338 | 34.98 | | 3-Month | 837 | 1329 | 62.98 | | 6-Month | 1056 | 1320 | 80.00 | | 1-Year | 277 | 1280 | 21.64 | | 3-Year | 452 | 1088 | 41.54 | | 5-Year | 215 | 917 | 23.45 |
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0.51% Nasdaq 
Performance
