|
| Morningstar Return Rating: | Below average | | Year to Date Return: | 29.44% | | 5-Year Average Return: | 11.49% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2005): | 29.17% | |
Worst 1-Yr Total Return (2008): | -27.20% | |
Best 3-Yr Total Return (2005-7): | 23.62% | |
Worst 3-Yr Total Return (2006-8): | 2.11% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BGEIX | Category | Diff | Index* | Diff | | Year To Date | 29.44 | 36.95 | -7.51 | 0.94 | 28.5 | | 1-Month | -5.25 | -3.99 | -1.26 | 0.03 | -5.28 | | 3-Month | 7.72 | 8.11 | -0.39 | 0.13 | 7.59 | | 1-Year | 104.38 | 106.67 | -2.29 | 1.69 | 102.69 | | 3-Year | 5.05 | 7.70 | -2.65 | 3.75 | 1.3 | | 5-Year | 11.49 | 14.30 | -2.81 | 3.78 | 7.71 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 36.71 | 44.11 | -7.4 | 0.68 | 36.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.88 | 4.52 | 2.36 | 2.21 | 4.67 |
|
| | * Index means [
ML USD LIBOR 3 Mon CM
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BGEIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.20 | -29.85 | 2.65 | | 2007 | | | 15.12 | 23.19 | -8.07 | | 2006 | | | 27.03 | 31.64 | -4.61 | | 2005 | | | 29.17 | 30.81 | -1.64 | | 2004 | | | -8.17 | -8.21 | 0.04 | | 2003 | | | 46.70 | 57.15 | -10.45 | | 2002 | | | 73.00 | 63.93 | 9.07 | | 2001 | | | 34.09 | 19.57 | 14.52 | | 2000 | | | -23.95 | -16.92 | -7.03 | | 1999 | | | -3.18 | 6.16 | -9.34 |
|
| PAST QUARTERLY RETURNS (%) FOR
BGEIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 11.24 | 2.59 | 19.70 | N/A | | 2008 | 4.34 | 1.03 | -29.72 | -1.74 | | 2007 | -2.60 | -3.86 | 18.67 | 3.60 | | 2006 | 18.65 | 1.56 | -7.52 | 14.00 | | 2005 | -5.67 | -0.80 | 19.41 | 15.59 | | 2004 | -2.05 | -17.89 | 15.22 | -0.91 | | 2003 | -13.47 | 16.50 | 19.65 | 21.63 | | 2002 | 40.19 | 11.83 | -1.33 | 11.84 | | 2001 | -3.50 | 26.11 | 9.56 | 0.57 | | 2000 | -17.01 | 2.18 | -10.54 | 0.25 | | 1999 | N/A | N/A | N/A | -18.47 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 48 | 75 | 64.00 | | 1-Month | 27 | 76 | 35.53 | | 3-Month | 19 | 76 | 25.00 | | 6-Month | 45 | 76 | 59.21 | | 1-Year | 29 | 75 | 38.67 | | 3-Year | 39 | 62 | 62.90 | | 5-Year | 36 | 61 | 59.02 |
|
|
|
|
|
0.22% Nasdaq 
1.14 (4.93%) 
Performance
