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| Morningstar Return Rating: | Below average | | Year to Date Return: | 26.16% | | 5-Year Average Return: | -1.25% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 9.29% | |
Worst 1-Yr Total Return (2008): | -39.94% | |
Best 3-Yr Total Return (2005-7): | 4.98% | |
Worst 3-Yr Total Return (2006-8): | -12.33% |
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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 | BHGSX | Category | Diff | Index* | Diff | | Year To Date | 26.16 | 24.15 | 2.01 | 17.05 | 9.11 | | 1-Month | -2.76 | -2.25 | -0.51 | -1.86 | -0.9 | | 3-Month | 2.47 | 4.52 | -2.05 | 5.48 | -3.01 | | 1-Year | 15.03 | 15.35 | -0.32 | 9.80 | 5.23 | | 3-Year | -5.95 | -4.95 | -1 | -7.02 | 1.07 | | 5-Year | -1.25 | 0.99 | -2.24 | 0.33 | -1.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 47.45 | 42.81 | 4.64 | 45.76 | 1.69 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.78 | -17.14 | -3.64 | -18.25 | -2.53 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BHGSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -39.94 | -40.67 | 0.73 | | 2007 | | | 9.29 | 13.35 | -4.06 | | 2006 | | | 2.64 | 7.05 | -4.41 | | 2005 | | | 3.15 | 6.71 | -3.56 | | 2004 | | | 5.00 | 7.81 | -2.81 | | 2003 | | | 21.20 | 28.66 | -7.46 | | 2002 | | | -25.65 | -27.64 | 1.99 | | 2001 | | | -10.03 | -22.30 | 12.27 | | 2000 | | | N/A | -13.05 | N/A | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BHGSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.76 | 17.69 | 14.56 | N/A | | 2008 | -8.40 | 1.18 | -11.85 | -26.48 | | 2007 | 1.76 | 4.16 | 4.00 | -0.85 | | 2006 | 1.93 | -4.85 | 3.61 | 2.15 | | 2005 | -3.09 | 1.79 | 2.01 | 2.51 | | 2004 | 0.26 | 0.90 | -4.59 | 8.79 | | 2003 | -4.38 | 13.56 | 2.45 | 8.95 | | 2002 | -1.28 | -17.06 | -14.75 | 6.51 | | 2001 | -14.21 | 5.60 | -12.80 | 13.89 | | 2000 | N/A | N/A | N/A | -4.28 | | 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 | 666 | 1802 | 36.96 | | 1-Month | 1701 | 1890 | 90.00 | | 3-Month | 1695 | 1884 | 89.97 | | 6-Month | 1516 | 1827 | 82.98 | | 1-Year | 823 | 1797 | 45.80 | | 3-Year | 870 | 1518 | 57.31 | | 5-Year | 940 | 1251 | 75.14 |
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0.22% Nasdaq 
0.07 (0.95%) 
Performance
