|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 24.22% | | 5-Year Average Return: | 0.07% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 17.37% | |
Worst 1-Yr Total Return (2008): | -40.49% | |
Best 3-Yr Total Return (2005-7): | 9.70% | |
Worst 3-Yr Total Return (2006-8): | -8.76% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BFGDX | Category | Diff | Index* | Diff | | Year To Date | 24.22 | 31.20 | -6.98 | 24.07 | 0.15 | | 1-Month | 6.23 | 5.67 | 0.56 | 6.00 | 0.23 | | 3-Month | 10.25 | 8.18 | 2.07 | 7.91 | 2.34 | | 1-Year | 25.02 | 34.04 | -9.02 | 25.39 | -0.37 | | 3-Year | -4.25 | -3.89 | -0.36 | -5.79 | 1.54 | | 5-Year | 0.07 | 1.25 | -1.18 | 0.71 | -0.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.92 | 43.84 | -6.92 | 45.76 | -8.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.06 | -18.03 | -4.03 | -18.25 | -3.81 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BFGDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.49 | -40.67 | 0.18 | | 2007 | | | 17.37 | 13.35 | 4.02 | | 2006 | | | 8.74 | 7.05 | 1.69 | | 2005 | | | 3.45 | 6.71 | -3.26 | | 2004 | | | 4.41 | 7.81 | -3.40 | | 2003 | | | 19.87 | 28.66 | -8.79 | | 2002 | | | -26.43 | -27.64 | 1.21 | | 2001 | | | -25.00 | -22.30 | -2.70 | | 2000 | | | -3.80 | -13.05 | 9.25 | | 1999 | | | 34.25 | 38.87 | -4.62 |
|
| PAST QUARTERLY RETURNS (%) FOR
BFGDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.85 | 12.90 | 13.90 | N/A | | 2008 | -12.58 | 4.42 | -16.56 | -21.87 | | 2007 | 0.08 | 6.70 | 6.94 | 2.78 | | 2006 | 4.83 | -5.74 | 5.15 | 4.66 | | 2005 | -3.32 | 2.35 | 4.42 | 0.13 | | 2004 | -0.82 | 1.74 | -4.96 | 8.87 | | 2003 | -0.98 | 8.27 | 0.71 | 11.02 | | 2002 | -0.96 | -13.14 | -14.66 | 0.22 | | 2001 | -19.10 | 2.68 | -17.98 | 10.08 | | 2000 | 15.51 | -6.60 | 3.65 | -13.98 | | 1999 | N/A | N/A | N/A | 22.40 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1490 | 1818 | 81.96 | | 1-Month | 1162 | 1906 | 60.97 | | 3-Month | 399 | 1904 | 20.96 | | 6-Month | 951 | 1866 | 50.96 | | 1-Year | 1323 | 1815 | 72.89 | | 3-Year | 789 | 1537 | 51.33 | | 5-Year | 764 | 1273 | 60.02 |
|
|
|
|
|
0.51% Nasdaq 
Performance
