|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 7.33% | | 5-Year Average Return: | 1.26% | | Number of Years Up: | 3 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.67% | |
Worst 1-Yr Total Return (2008): | -10.78% | |
Best 3-Yr Total Return (2005-7): | 3.52% | |
Worst 3-Yr Total Return (2006-8): | -1.14% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BEIPX | Category | Diff | Index* | Diff | | Year To Date | 7.33 | 7.47 | -0.14 | 6.24 | 1.09 | | 1-Month | 0.11 | 0.61 | -0.5 | 0.49 | -0.38 | | 3-Month | 0.73 | 1.92 | -1.19 | 2.60 | -1.87 | | 1-Year | 3.18 | 4.56 | -1.38 | 13.79 | -10.61 | | 3-Year | -0.02 | 0.77 | -0.79 | 6.35 | -6.37 | | 5-Year | 1.26 | 1.83 | -0.57 | 5.05 | -3.79 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 6.01 | 5.89 | 0.12 | 7.06 | -1.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -0.47 | -0.08 | -0.39 | 7.94 | -8.41 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BEIPX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -10.78 | -7.89 | -2.89 | | 2007 | | | 3.47 | 2.42 | 1.05 | | 2006 | | | 4.67 | 4.70 | -0.03 | | 2005 | | | 2.44 | 2.53 | -0.09 | | 2004 | | | N/A | 1.27 | N/A | | 2003 | | | N/A | 1.75 | N/A | | 2002 | | | N/A | 2.90 | N/A | | 2001 | | | N/A | 5.53 | N/A | | 2000 | | | N/A | 6.82 | N/A | | 1999 | | | N/A | 4.39 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
BEIPX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 1.46 | 3.22 | 2.38 | N/A | | 2008 | -2.21 | 0.98 | -4.10 | -5.79 | | 2007 | 1.26 | 0.57 | 1.16 | 0.44 | | 2006 | 1.01 | 0.86 | 1.55 | 1.17 | | 2005 | 0.38 | 0.77 | 0.59 | 0.68 | | 2004 | N/A | -0.22 | 0.55 | 0.39 | | 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 | 51 | 122 | 41.80 | | 1-Month | 88 | 124 | 70.97 | | 3-Month | 94 | 124 | 75.81 | | 6-Month | 50 | 122 | 40.98 | | 1-Year | 61 | 122 | 50.00 | | 3-Year | 65 | 114 | 57.02 | | 5-Year | 59 | 101 | 58.42 |
|
|
|
|
|
0.83% Nasdaq 
Performance
