|
| Morningstar Return Rating: | Low | | Year to Date Return: | 9.86% | | 5-Year Average Return: | -2.68% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 20.22% | |
Worst 1-Yr Total Return (2008): | -37.79% | |
Best 3-Yr Total Return (2004-6): | 12.65% | |
Worst 3-Yr Total Return (2006-8): | -11.38% |
|
| 1-Year: | -14.77% | | 3-Year: | -11.99% | | 5-Year: | -2.23% | | 10-Year: | -0.25% |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BGISX | Category | Diff | Index* | Diff | | Year To Date | 9.86 | 15.79 | -5.93 | 17.05 | -7.19 | | 1-Month | -2.63 | -2.21 | -0.42 | -1.86 | -0.77 | | 3-Month | 5.24 | 5.62 | -0.38 | 5.48 | -0.24 | | 1-Year | 2.68 | 9.52 | -6.84 | 9.80 | -7.12 | | 3-Year | -12.98 | -8.36 | -4.62 | -7.02 | -5.96 | | 5-Year | -2.68 | 0.18 | -2.86 | 0.33 | -3.01 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.23 | 46.84 | -6.61 | 45.76 | -5.53 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.92 | -16.40 | -2.52 | -18.25 | -0.67 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BGISX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.79 | -37.09 | -0.70 | | 2007 | | | -6.94 | 1.42 | -8.36 | | 2006 | | | 20.22 | 18.15 | 2.07 | | 2005 | | | 6.68 | 5.95 | 0.73 | | 2004 | | | 11.46 | 12.97 | -1.51 | | 2003 | | | 22.64 | 28.44 | -5.80 | | 2002 | | | -20.30 | -18.69 | -1.61 | | 2001 | | | -0.47 | -4.99 | 4.52 | | 2000 | | | 5.29 | 7.87 | -2.58 | | 1999 | | | -3.15 | 6.72 | -9.87 |
|
| PAST QUARTERLY RETURNS (%) FOR
BGISX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.49 | 9.65 | 17.58 | N/A | | 2008 | -9.63 | -8.96 | -4.87 | -20.51 | | 2007 | -1.50 | 6.57 | -0.93 | -10.52 | | 2006 | 5.77 | -0.16 | 6.03 | 7.38 | | 2005 | 0.20 | 1.35 | 3.67 | 1.33 | | 2004 | 1.68 | 1.20 | 0.26 | 8.04 | | 2003 | -5.67 | 14.86 | 0.02 | 13.17 | | 2002 | 2.99 | -10.33 | -19.89 | 7.74 | | 2001 | -4.99 | 4.87 | -6.30 | 6.60 | | 2000 | -1.08 | -1.21 | 5.28 | 2.34 | | 1999 | N/A | N/A | N/A | 2.01 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 961 | 1335 | 71.99 | | 1-Month | 551 | 1379 | 39.96 | | 3-Month | 300 | 1368 | 21.93 | | 6-Month | 1278 | 1346 | 94.95 | | 1-Year | 868 | 1318 | 65.86 | | 3-Year | 866 | 1124 | 77.05 | | 5-Year | 721 | 934 | 77.19 |
|
|
|
|
|
0.22% Nasdaq 
Performance
