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| Morningstar Return Rating: | Average | | Year to Date Return: | 13.47% | | 5-Year Average Return: | 2.44% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.78% | |
Worst 1-Yr Total Return (2008): | -24.69% | |
Best 3-Yr Total Return (2004-6): | 9.94% | |
Worst 3-Yr Total Return (2006-8): | -4.41% |
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| 1-Year: | -4.36% | | 3-Year: | -3.51% | | 5-Year: | 2.02% | | 10-Year: | 2.89% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BGRAX | Category | Diff | Index* | Diff | | Year To Date | 13.47 | 18.16 | -4.69 | N/A | N/A | | 1-Month | -1.97 | -1.24 | -0.73 | N/A | N/A | | 3-Month | 6.49 | 4.71 | 1.78 | N/A | N/A | | 1-Year | 11.09 | 15.73 | -4.64 | N/A | N/A | | 3-Year | -3.04 | -2.66 | -0.38 | N/A | N/A | | 5-Year | 2.44 | 2.10 | 0.34 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.01 | 33.32 | 1.69 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.65 | -8.51 | 0.86 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BGRAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -24.69 | -28.00 | 3.31 | | 2007 | | | 3.74 | 5.99 | -2.25 | | 2006 | | | 11.78 | 11.29 | 0.49 | | 2005 | | | 7.61 | 5.13 | 2.48 | | 2004 | | | 10.48 | 8.86 | 1.62 | | 2003 | | | 19.48 | 20.35 | -0.87 | | 2002 | | | -11.61 | -12.02 | 0.41 | | 2001 | | | 1.28 | -5.05 | 6.33 | | 2000 | | | 5.87 | 1.82 | 4.05 | | 1999 | | | 2.77 | 10.71 | -7.94 |
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| PAST QUARTERLY RETURNS (%) FOR
BGRAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.67 | 10.11 | 16.37 | N/A | | 2008 | -7.14 | -3.32 | -3.80 | -12.79 | | 2007 | 0.50 | 5.04 | -0.31 | -1.41 | | 2006 | 1.62 | -0.09 | 5.00 | 4.85 | | 2005 | -0.21 | 2.55 | 3.70 | 1.41 | | 2004 | 1.69 | 0.19 | 1.11 | 7.24 | | 2003 | -3.38 | 12.24 | 1.16 | 8.91 | | 2002 | 2.00 | -6.49 | -11.44 | 4.64 | | 2001 | -0.79 | 4.12 | -8.06 | 6.64 | | 2000 | -1.90 | -4.80 | 6.60 | 6.34 | | 1999 | N/A | N/A | N/A | 3.13 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 980 | 1211 | 80.92 | | 1-Month | 855 | 1258 | 67.97 | | 3-Month | 138 | 1256 | 10.99 | | 6-Month | 366 | 1220 | 30.00 | | 1-Year | 691 | 1204 | 57.39 | | 3-Year | 420 | 950 | 44.21 | | 5-Year | 248 | 796 | 31.16 |
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1.23% Nasdaq 0.00%
Performance
