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| Morningstar Return Rating: | Below average | | Year to Date Return: | 26.52% | | 5-Year Average Return: | -1.01% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 9.63% | |
Worst 1-Yr Total Return (2008): | -39.88% | |
Best 3-Yr Total Return (2005-7): | 5.26% | |
Worst 3-Yr Total Return (2006-8): | -12.15% |
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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 | BHGIX | Category | Diff | Index* | Diff | | Year To Date | 26.52 | 24.15 | 2.37 | 17.05 | 9.47 | | 1-Month | -2.75 | -2.25 | -0.5 | -1.86 | -0.89 | | 3-Month | 2.47 | 4.52 | -2.05 | 5.48 | -3.01 | | 1-Year | 15.39 | 15.35 | 0.04 | 9.80 | 5.59 | | 3-Year | -5.73 | -4.95 | -0.78 | -7.02 | 1.29 | | 5-Year | -1.01 | 0.99 | -2 | 0.33 | -1.34 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.86 | 42.81 | 5.05 | 45.76 | 2.1 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.50 | -17.14 | -3.36 | -18.25 | -2.25 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BHGIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.88 | -40.67 | 0.79 | | 2007 | | | 9.63 | 13.35 | -3.72 | | 2006 | | | 2.89 | 7.05 | -4.16 | | 2005 | | | 3.39 | 6.71 | -3.32 | | 2004 | | | 5.21 | 7.81 | -2.60 | | 2003 | | | 21.75 | 28.66 | -6.91 | | 2002 | | | -25.53 | -27.64 | 2.11 | | 2001 | | | -9.84 | -22.30 | 12.46 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BHGIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.58 | 17.66 | 14.69 | N/A | | 2008 | -8.47 | 1.29 | -11.79 | -26.49 | | 2007 | 1.76 | 4.38 | 3.97 | -0.73 | | 2006 | 2.04 | -4.82 | 3.71 | 2.15 | | 2005 | -2.95 | 1.90 | 1.99 | 2.51 | | 2004 | 0.26 | 1.03 | -4.44 | 8.71 | | 2003 | -4.06 | 13.66 | 2.43 | 9.00 | | 2002 | -1.27 | -17.02 | -14.71 | 6.58 | | 2001 | -14.20 | 5.72 | -12.77 | 13.95 | | 2000 | N/A | N/A | N/A | -4.15 | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 630 | 1802 | 34.96 | | 1-Month | 1701 | 1890 | 90.00 | | 3-Month | 1695 | 1884 | 89.97 | | 6-Month | 1498 | 1827 | 81.99 | | 1-Year | 782 | 1797 | 43.52 | | 3-Year | 830 | 1518 | 54.68 | | 5-Year | 908 | 1251 | 72.58 |
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0.22% Nasdaq 
Performance
