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| Morningstar Return Rating: | Average | | Year to Date Return: | 12.77% | | 5-Year Average Return: | 1.67% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 11.03% | |
Worst 1-Yr Total Return (2008): | -25.26% | |
Best 3-Yr Total Return (2004-6): | 9.13% | |
Worst 3-Yr Total Return (2006-8): | -5.12% |
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| 1-Year: | -4.78% | | 3-Year: | -3.36% | | 5-Year: | 2.01% | | 10-Year: | 2.65% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BGRBX | Category | Diff | Index* | Diff | | Year To Date | 12.77 | 18.16 | -5.39 | N/A | N/A | | 1-Month | -1.96 | -1.24 | -0.72 | N/A | N/A | | 3-Month | 6.38 | 4.71 | 1.67 | N/A | N/A | | 1-Year | 10.29 | 15.73 | -5.44 | N/A | N/A | | 3-Year | -3.77 | -2.66 | -1.11 | N/A | N/A | | 5-Year | 1.67 | 2.10 | -0.43 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 34.28 | 33.32 | 0.96 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -8.33 | -8.51 | 0.18 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BGRBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -25.26 | -28.00 | 2.74 | | 2007 | | | 2.92 | 5.99 | -3.07 | | 2006 | | | 11.03 | 11.29 | -0.26 | | 2005 | | | 6.76 | 5.13 | 1.63 | | 2004 | | | 9.64 | 8.86 | 0.78 | | 2003 | | | 18.60 | 20.35 | -1.75 | | 2002 | | | -12.29 | -12.02 | -0.27 | | 2001 | | | 0.41 | -5.05 | 5.46 | | 2000 | | | 5.09 | 1.82 | 3.27 | | 1999 | | | 2.03 | 10.71 | -8.68 |
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| PAST QUARTERLY RETURNS (%) FOR
BGRBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.84 | 9.98 | 16.00 | N/A | | 2008 | -7.31 | -3.51 | -3.99 | -12.95 | | 2007 | 0.30 | 4.82 | -0.57 | -1.55 | | 2006 | 1.41 | -0.21 | 4.80 | 4.69 | | 2005 | -0.34 | 2.33 | 3.49 | 1.15 | | 2004 | 1.49 | 0.00 | 0.92 | 7.04 | | 2003 | -3.49 | 11.94 | 1.07 | 8.62 | | 2002 | 1.82 | -6.68 | -11.62 | 4.44 | | 2001 | -1.01 | 3.94 | -8.24 | 6.35 | | 2000 | -2.11 | -5.00 | 6.47 | 6.13 | | 1999 | N/A | N/A | N/A | 2.93 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1017 | 1211 | 83.98 | | 1-Month | 943 | 1258 | 74.96 | | 3-Month | 188 | 1256 | 14.97 | | 6-Month | 439 | 1220 | 35.98 | | 1-Year | 750 | 1204 | 62.29 | | 3-Year | 511 | 950 | 53.79 | | 5-Year | 371 | 796 | 46.61 |
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