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| Morningstar Return Rating: | Below average | | Year to Date Return: | 61.15% | | 5-Year Average Return: | 5.42% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 39.09% | |
Worst 1-Yr Total Return (2008): | -57.30% | |
Best 3-Yr Total Return (2005-7): | 18.73% | |
Worst 3-Yr Total Return (2006-8): | -14.78% |
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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 | BFOCX | Category | Diff | Index* | Diff | | Year To Date | 61.15 | 44.15 | 17 | 17.05 | 44.1 | | 1-Month | -4.41 | -3.44 | -0.97 | -1.86 | -2.55 | | 3-Month | 2.85 | 4.68 | -1.83 | 5.48 | -2.63 | | 1-Year | 39.01 | 31.89 | 7.12 | 9.80 | 29.21 | | 3-Year | -0.22 | -1.81 | 1.59 | -7.02 | 6.8 | | 5-Year | 5.42 | 2.63 | 2.79 | 0.33 | 5.09 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 69.30 | 57.15 | 12.15 | 45.76 | 23.54 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -10.23 | -10.30 | 0.07 | -18.25 | 8.02 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BFOCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -57.30 | -45.33 | -11.97 | | 2007 | | | 39.09 | 16.12 | 22.97 | | 2006 | | | 4.20 | 7.08 | -2.88 | | 2005 | | | 15.48 | 5.76 | 9.72 | | 2004 | | | 3.62 | 4.24 | -0.62 | | 2003 | | | 66.93 | 55.77 | 11.16 | | 2002 | | | -59.08 | -42.86 | -16.22 | | 2001 | | | -72.17 | -36.89 | -35.28 | | 2000 | | | -16.04 | -31.36 | 15.32 | | 1999 | | | 142.90 | 129.22 | 13.68 |
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| PAST QUARTERLY RETURNS (%) FOR
BFOCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 12.95 | 26.32 | 18.15 | N/A | | 2008 | -28.38 | 8.73 | -25.38 | -26.52 | | 2007 | -3.91 | 10.50 | 17.34 | 11.64 | | 2006 | 7.36 | -12.85 | 2.67 | 8.48 | | 2005 | -11.99 | 3.28 | 10.85 | 14.61 | | 2004 | -1.73 | 0.48 | -15.45 | 24.11 | | 2003 | 1.05 | 32.73 | 5.87 | 17.56 | | 2002 | -4.62 | -38.74 | -41.54 | 19.81 | | 2001 | -61.55 | 17.65 | -60.48 | 55.69 | | 2000 | 39.23 | -6.56 | 19.41 | -45.95 | | 1999 | N/A | N/A | N/A | 74.92 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 15 | 220 | 6.82 | | 1-Month | 100 | 234 | 42.74 | | 3-Month | 93 | 228 | 40.79 | | 6-Month | 144 | 222 | 64.86 | | 1-Year | 21 | 212 | 9.91 | | 3-Year | 70 | 203 | 34.48 | | 5-Year | 27 | 190 | 14.21 |
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0.18% Nasdaq 
0.42%
Performance
