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| Morningstar Return Rating: | Average | | Year to Date Return: | 12.77% | | 5-Year Average Return: | 0.79% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 22.83% | |
Worst 1-Yr Total Return (2008): | -27.09% | |
Best 3-Yr Total Return (2004-6): | 13.71% | |
Worst 3-Yr Total Return (2006-8): | -9.17% |
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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 | BERWX | Category | Diff | Index* | Diff | | Year To Date | 12.77 | 19.19 | -6.42 | 17.05 | -4.28 | | 1-Month | -7.77 | -5.16 | -2.61 | -1.86 | -5.91 | | 3-Month | 2.04 | 4.11 | -2.07 | 5.48 | -3.44 | | 1-Year | 5.18 | 11.22 | -6.04 | 9.80 | -4.62 | | 3-Year | -5.63 | -7.72 | 2.09 | -7.02 | 1.39 | | 5-Year | 0.79 | 1.02 | -0.23 | 0.33 | 0.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.44 | 60.83 | -0.39 | 45.76 | 14.68 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.99 | -15.36 | -3.63 | -18.25 | -0.74 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BERWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.09 | -32.24 | 5.15 | | 2007 | | | -3.68 | -6.08 | 2.40 | | 2006 | | | 6.71 | 16.27 | -9.56 | | 2005 | | | 12.18 | 6.40 | 5.78 | | 2004 | | | 22.83 | 21.14 | 1.69 | | 2003 | | | 50.01 | 42.38 | 7.63 | | 2002 | | | -6.88 | -10.12 | 3.24 | | 2001 | | | 28.93 | 15.92 | 13.01 | | 2000 | | | 2.10 | 18.64 | -16.54 | | 1999 | | | -4.60 | 6.78 | -11.38 |
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| PAST QUARTERLY RETURNS (%) FOR
BERWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -18.17 | 19.93 | 24.58 | N/A | | 2008 | -2.17 | -0.33 | -1.01 | -24.46 | | 2007 | 3.92 | 1.74 | -3.25 | -5.84 | | 2006 | 6.54 | -7.53 | -1.68 | 10.17 | | 2005 | -0.52 | 3.23 | 9.85 | -0.56 | | 2004 | 4.52 | 3.71 | 2.64 | 10.40 | | 2003 | -3.08 | 18.98 | 6.14 | 22.56 | | 2002 | 12.61 | -0.80 | -18.64 | 2.46 | | 2001 | 7.02 | 16.01 | -10.09 | 15.51 | | 2000 | -5.75 | -4.66 | 7.84 | 5.36 | | 1999 | N/A | N/A | N/A | -2.65 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 288 | 390 | 73.85 | | 1-Month | 369 | 406 | 90.89 | | 3-Month | 279 | 405 | 68.89 | | 6-Month | 265 | 396 | 66.92 | | 1-Year | 232 | 381 | 60.89 | | 3-Year | 87 | 317 | 27.44 | | 5-Year | 116 | 242 | 47.93 |
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0.34% Nasdaq 
Performance
