|
| Morningstar Return Rating: | High | | Year to Date Return: | 14.32% | | 5-Year Average Return: | 5.67% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 20.94% | |
Worst 1-Yr Total Return (2008): | -26.43% | |
Best 3-Yr Total Return (2005-7): | 13.07% | |
Worst 3-Yr Total Return (2006-8): | -1.09% |
|
| 1-Year: | -10.68% | | 3-Year: | -1.88% | | 5-Year: | 5.64% | | 10-Year: | N/A |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BEIBX | Category | Diff | Index* | Diff | | Year To Date | 14.32 | 15.79 | -1.47 | 17.05 | -2.73 | | 1-Month | 0.18 | -2.21 | 2.39 | -1.86 | 2.04 | | 3-Month | 4.90 | 5.62 | -0.72 | 5.48 | -0.58 | | 1-Year | 6.97 | 9.52 | -2.55 | 9.80 | -2.83 | | 3-Year | -1.48 | -8.36 | 6.88 | -7.02 | 5.54 | | 5-Year | 5.67 | 0.18 | 5.49 | 0.33 | 5.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.34 | 46.84 | -13.5 | 45.76 | -12.42 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.69 | -16.40 | 1.71 | -18.25 | 3.56 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BEIBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.43 | -37.09 | 10.66 | | 2007 | | | 8.76 | 1.42 | 7.34 | | 2006 | | | 20.94 | 18.15 | 2.79 | | 2005 | | | 9.89 | 5.95 | 3.94 | | 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 |
|
| PAST QUARTERLY RETURNS (%) FOR
BEIBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.73 | 13.16 | 10.49 | N/A | | 2008 | -3.29 | -0.36 | -7.27 | -17.68 | | 2007 | 3.72 | 5.33 | 2.42 | -2.81 | | 2006 | 5.31 | 2.63 | 4.38 | 7.22 | | 2005 | 1.05 | 3.76 | 2.95 | 1.80 | | 2004 | N/A | N/A | 3.66 | 10.04 | | 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 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 801 | 1335 | 60.00 | | 1-Month | 55 | 1379 | 3.99 | | 3-Month | 465 | 1368 | 33.99 | | 6-Month | 982 | 1346 | 72.96 | | 1-Year | 739 | 1318 | 56.07 | | 3-Year | 13 | 1124 | 1.16 | | 5-Year | 8 | 934 | 0.86 |
|
|
|
|
|
1.23% Nasdaq 
Performance
