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| Morningstar Return Rating: | Below average | | Year to Date Return: | 11.25% | | 5-Year Average Return: | -0.14% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.86% | |
Worst 1-Yr Total Return (2008): | -34.89% | |
Best 3-Yr Total Return (2004-6): | 11.47% | |
Worst 3-Yr Total Return (2006-8): | -8.55% |
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| 1-Year: | -15.74% | | 3-Year: | -8.26% | | 5-Year: | -0.62% | | 10-Year: | -0.76% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BEQAX | Category | Diff | Index* | Diff | | Year To Date | 11.25 | 18.65 | -7.4 | 17.05 | -5.8 | | 1-Month | -2.50 | -2.18 | -0.32 | -1.86 | -0.64 | | 3-Month | 4.14 | 5.08 | -0.94 | 5.48 | -1.34 | | 1-Year | 4.62 | 11.86 | -7.24 | 9.80 | -5.18 | | 3-Year | -8.34 | -6.78 | -1.56 | -7.02 | -1.32 | | 5-Year | -0.14 | 0.49 | -0.63 | 0.33 | -0.47 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.49 | 45.26 | -4.77 | 45.76 | -5.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.16 | -15.99 | -5.17 | -18.25 | -2.91 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BEQAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.89 | -37.79 | 2.90 | | 2007 | | | 3.16 | 6.16 | -3.00 | | 2006 | | | 13.86 | 14.17 | -0.31 | | 2005 | | | 6.99 | 5.88 | 1.11 | | 2004 | | | 13.71 | 10.02 | 3.69 | | 2003 | | | 30.05 | 27.05 | 3.00 | | 2002 | | | -20.60 | -22.25 | 1.65 | | 2001 | | | -11.28 | -13.50 | 2.22 | | 2000 | | | -11.16 | -6.31 | -4.85 | | 1999 | | | 18.28 | 20.16 | -1.88 |
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| PAST QUARTERLY RETURNS (%) FOR
BEQAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.20 | 14.34 | 14.98 | N/A | | 2008 | -9.62 | 0.05 | -8.08 | -21.66 | | 2007 | 1.03 | 5.31 | 0.83 | -3.84 | | 2006 | 3.59 | -0.73 | 3.61 | 6.88 | | 2005 | -0.77 | 2.21 | 4.24 | 1.20 | | 2004 | 3.03 | 1.70 | -1.47 | 10.14 | | 2003 | -2.08 | 15.15 | 3.18 | 11.79 | | 2002 | -0.49 | -11.00 | -16.87 | 7.86 | | 2001 | -11.91 | 7.55 | -15.48 | 10.80 | | 2000 | 2.67 | -2.93 | -0.98 | -9.97 | | 1999 | N/A | N/A | N/A | 13.72 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1791 | 2013 | 88.97 | | 1-Month | 1160 | 2110 | 54.98 | | 3-Month | 1358 | 2090 | 64.98 | | 6-Month | 1249 | 2049 | 60.96 | | 1-Year | 1434 | 1999 | 71.74 | | 3-Year | 1014 | 1694 | 59.86 | | 5-Year | 726 | 1352 | 53.70 |
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0.36% Nasdaq 
0.24%
Performance
