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| Morningstar Return Rating: | Above average | | Year to Date Return: | 18.26% | | 5-Year Average Return: | 3.00% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.07% | |
Worst 1-Yr Total Return (2008): | -24.51% | |
Best 3-Yr Total Return (2004-6): | 10.21% | |
Worst 3-Yr Total Return (2006-8): | -4.17% |
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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 | BGRDX | Category | Diff | Index* | Diff | | Year To Date | 18.26 | 22.21 | -3.95 | N/A | N/A | | 1-Month | 4.10 | 3.58 | 0.52 | N/A | N/A | | 3-Month | 6.60 | 5.74 | 0.86 | N/A | N/A | | 1-Year | 21.35 | 26.14 | -4.79 | N/A | N/A | | 3-Year | -1.88 | -2.18 | 0.3 | N/A | N/A | | 5-Year | 3.00 | 2.20 | 0.8 | N/A | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 35.19 | 33.99 | 1.2 | N/A | N/A | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -7.42 | -9.13 | 1.71 | N/A | N/A |
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| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BGRDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -24.51 | -28.00 | 3.49 | | 2007 | | | 4.01 | 5.99 | -1.98 | | 2006 | | | 12.07 | 11.29 | 0.78 | | 2005 | | | 7.86 | 5.13 | 2.73 | | 2004 | | | 10.75 | 8.86 | 1.89 | | 2003 | | | 19.77 | 20.35 | -0.58 | | 2002 | | | -11.40 | -12.02 | 0.62 | | 2001 | | | 1.49 | -5.05 | 6.54 | | 2000 | | | 6.14 | 1.82 | 4.32 | | 1999 | | | 3.00 | 10.71 | -7.71 |
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| PAST QUARTERLY RETURNS (%) FOR
BGRDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.63 | 10.19 | 16.36 | N/A | | 2008 | -7.09 | -3.26 | -3.74 | -12.75 | | 2007 | 0.56 | 5.11 | -0.25 | -1.34 | | 2006 | 1.68 | 0.05 | 5.00 | 4.92 | | 2005 | -0.16 | 2.67 | 3.76 | 1.40 | | 2004 | 1.75 | 0.25 | 1.18 | 7.31 | | 2003 | -3.25 | 12.21 | 1.31 | 8.89 | | 2002 | 2.05 | -6.44 | -11.39 | 4.71 | | 2001 | -0.77 | 4.19 | -8.00 | 6.71 | | 2000 | -1.84 | -4.74 | 6.67 | 6.41 | | 1999 | N/A | N/A | N/A | 3.21 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 982 | 1184 | 82.94 | | 1-Month | 1159 | 1233 | 94.00 | | 3-Month | 1069 | 1229 | 86.98 | | 6-Month | 96 | 1208 | 7.95 | | 1-Year | 808 | 1183 | 68.30 | | 3-Year | 441 | 932 | 47.32 | | 5-Year | 253 | 784 | 32.27 |
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