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| Morningstar Return Rating: | Average | | Year to Date Return: | 11.51% | | 5-Year Average Return: | 0.11% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.14% | |
Worst 1-Yr Total Return (2008): | -34.74% | |
Best 3-Yr Total Return (2004-6): | 11.76% | |
Worst 3-Yr Total Return (2006-8): | -8.33% |
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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 | BEQGX | Category | Diff | Index* | Diff | | Year To Date | 11.51 | 18.65 | -7.14 | 17.05 | -5.54 | | 1-Month | -2.45 | -2.18 | -0.27 | -1.86 | -0.59 | | 3-Month | 4.26 | 5.08 | -0.82 | 5.48 | -1.22 | | 1-Year | 4.88 | 11.86 | -6.98 | 9.80 | -4.92 | | 3-Year | -8.11 | -6.78 | -1.33 | -7.02 | -1.09 | | 5-Year | 0.11 | 0.49 | -0.38 | 0.33 | -0.22 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.71 | 45.26 | -4.55 | 45.76 | -5.05 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.97 | -15.99 | -4.98 | -18.25 | -2.72 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BEQGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.74 | -37.79 | 3.05 | | 2007 | | | 3.42 | 6.16 | -2.74 | | 2006 | | | 14.14 | 14.17 | -0.03 | | 2005 | | | 7.30 | 5.88 | 1.42 | | 2004 | | | 13.98 | 10.02 | 3.96 | | 2003 | | | 30.27 | 27.05 | 3.22 | | 2002 | | | -20.32 | -22.25 | 1.93 | | 2001 | | | -11.01 | -13.50 | 2.49 | | 2000 | | | -10.95 | -6.31 | -4.64 | | 1999 | | | 18.47 | 20.16 | -1.69 |
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| PAST QUARTERLY RETURNS (%) FOR
BEQGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.15 | 14.40 | 15.04 | N/A | | 2008 | -9.57 | 0.09 | -8.01 | -21.63 | | 2007 | 1.09 | 5.37 | 0.89 | -3.77 | | 2006 | 3.60 | -0.63 | 3.67 | 6.95 | | 2005 | -0.72 | 2.27 | 4.35 | 1.27 | | 2004 | 3.08 | 1.81 | -1.41 | 10.16 | | 2003 | -2.03 | 15.14 | 3.30 | 11.80 | | 2002 | -0.42 | -10.94 | -16.80 | 7.99 | | 2001 | -11.84 | 7.61 | -15.43 | 10.91 | | 2000 | 2.74 | -2.88 | -0.88 | -9.97 | | 1999 | N/A | N/A | N/A | 13.78 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1771 | 2013 | 87.98 | | 1-Month | 1160 | 2110 | 54.98 | | 3-Month | 1337 | 2090 | 63.97 | | 6-Month | 1208 | 2049 | 58.96 | | 1-Year | 1425 | 1999 | 71.29 | | 3-Year | 958 | 1694 | 56.55 | | 5-Year | 639 | 1352 | 47.26 |
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0.22% Nasdaq 
Performance
