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| Morningstar Return Rating: | Below average | | Year to Date Return: | 16.67% | | 5-Year Average Return: | -0.75% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 10.50% | |
Worst 1-Yr Total Return (2008): | -37.40% | |
Best 3-Yr Total Return (2005-7): | 8.45% | |
Worst 3-Yr Total Return (2006-8): | -9.37% |
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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 | BGRWX | Category | Diff | Index* | Diff | | Year To Date | 16.67 | 31.20 | -14.53 | 24.07 | -7.4 | | 1-Month | 4.60 | 5.67 | -1.07 | 6.00 | -1.4 | | 3-Month | 5.57 | 8.18 | -2.61 | 7.91 | -2.34 | | 1-Year | 16.37 | 34.04 | -17.67 | 25.39 | -9.02 | | 3-Year | -7.74 | -3.89 | -3.85 | -5.79 | -1.95 | | 5-Year | -0.75 | 1.25 | -2 | 0.71 | -1.46 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 32.25 | 43.84 | -11.59 | 45.76 | -13.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -22.41 | -18.03 | -4.38 | -18.25 | -4.16 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BGRWX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.40 | -40.67 | 3.27 | | 2007 | | | 7.62 | 13.35 | -5.73 | | 2006 | | | 10.50 | 7.05 | 3.45 | | 2005 | | | 7.27 | 6.71 | 0.56 | | 2004 | | | 5.97 | 7.81 | -1.84 | | 2003 | | | 25.10 | 28.66 | -3.56 | | 2002 | | | -24.64 | -27.64 | 3.00 | | 2001 | | | -21.37 | -22.30 | 0.93 | | 2000 | | | -4.68 | -13.05 | 8.37 | | 1999 | | | 33.53 | 38.87 | -5.34 |
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| PAST QUARTERLY RETURNS (%) FOR
BGRWX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.23 | 12.29 | 12.45 | N/A | | 2008 | -9.55 | -2.57 | -9.11 | -21.84 | | 2007 | 0.00 | 3.97 | 5.48 | -1.87 | | 2006 | 5.44 | -4.71 | 3.89 | 5.85 | | 2005 | -2.87 | 2.42 | 3.70 | 3.97 | | 2004 | -1.19 | 3.07 | -2.34 | 6.54 | | 2003 | -2.71 | 13.25 | 2.71 | 10.55 | | 2002 | -2.04 | -15.76 | -15.37 | 7.91 | | 2001 | -19.25 | 3.05 | -15.94 | 12.41 | | 2000 | 6.95 | 0.09 | -2.49 | -8.68 | | 1999 | N/A | N/A | N/A | 27.55 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1745 | 1818 | 95.98 | | 1-Month | 1772 | 1906 | 92.97 | | 3-Month | 1770 | 1904 | 92.96 | | 6-Month | 1772 | 1866 | 94.96 | | 1-Year | 1507 | 1815 | 83.03 | | 3-Year | 1205 | 1537 | 78.40 | | 5-Year | 910 | 1273 | 71.48 |
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0.28% Nasdaq 
Performance
