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| Morningstar Return Rating: | Average | | Year to Date Return: | 24.73% | | 5-Year Average Return: | 0.50% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 18.03% | |
Worst 1-Yr Total Return (2008): | -40.26% | |
Best 3-Yr Total Return (2005-7): | 10.21% | |
Worst 3-Yr Total Return (2006-8): | -8.36% |
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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 | BFGAX | Category | Diff | Index* | Diff | | Year To Date | 24.73 | 31.20 | -6.47 | 24.07 | 0.66 | | 1-Month | 6.20 | 5.67 | 0.53 | 6.00 | 0.2 | | 3-Month | 10.43 | 8.18 | 2.25 | 7.91 | 2.52 | | 1-Year | 25.52 | 34.04 | -8.52 | 25.39 | 0.13 | | 3-Year | -3.81 | -3.89 | 0.08 | -5.79 | 1.98 | | 5-Year | 0.50 | 1.25 | -0.75 | 0.71 | -0.21 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 37.16 | 43.84 | -6.68 | 45.76 | -8.6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.80 | -18.03 | -3.77 | -18.25 | -3.55 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BFGAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.26 | -40.67 | 0.41 | | 2007 | | | 18.03 | 13.35 | 4.68 | | 2006 | | | 9.15 | 7.05 | 2.10 | | 2005 | | | 3.90 | 6.71 | -2.81 | | 2004 | | | 4.76 | 7.81 | -3.05 | | 2003 | | | 20.40 | 28.66 | -8.26 | | 2002 | | | -26.16 | -27.64 | 1.48 | | 2001 | | | -24.72 | -22.30 | -2.42 | | 2000 | | | -3.46 | -13.05 | 9.59 | | 1999 | | | 34.78 | 38.87 | -4.09 |
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| PAST QUARTERLY RETURNS (%) FOR
BFGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.71 | 13.11 | 13.95 | N/A | | 2008 | -12.44 | 4.50 | -16.45 | -21.86 | | 2007 | 0.22 | 6.91 | 7.02 | 2.92 | | 2006 | 4.94 | -5.63 | 5.23 | 4.74 | | 2005 | -3.19 | 2.51 | 4.56 | 0.12 | | 2004 | -0.79 | 1.85 | -4.75 | 8.85 | | 2003 | -0.84 | 8.38 | 0.78 | 11.17 | | 2002 | -0.85 | -13.08 | -14.59 | 0.32 | | 2001 | -18.99 | 2.74 | -17.91 | 10.18 | | 2000 | 15.55 | -6.49 | 3.80 | -13.93 | | 1999 | N/A | N/A | N/A | 23.45 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1454 | 1818 | 79.98 | | 1-Month | 1124 | 1906 | 58.97 | | 3-Month | 361 | 1904 | 18.96 | | 6-Month | 877 | 1866 | 47.00 | | 1-Year | 1304 | 1815 | 71.85 | | 3-Year | 699 | 1537 | 45.48 | | 5-Year | 705 | 1273 | 55.38 |
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