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| Morningstar Return Rating: | Average | | Year to Date Return: | 10.64% | | 5-Year Average Return: | 4.20% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 5.27% | |
Worst 1-Yr Total Return (2005): | 0.79% | |
Best 3-Yr Total Return (2006-8): | 3.30% | |
Worst 3-Yr Total Return (2004-6): | 2.34% |
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| 1-Year: | 12.05% | | 3-Year: | 5.90% | | 5-Year: | 4.20% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BICCX | Category | Diff | Index* | Diff | | Year To Date | 10.64 | 13.54 | -2.9 | 6.24 | 4.4 | | 1-Month | 0.78 | 0.89 | -0.11 | 0.49 | 0.29 | | 3-Month | 3.22 | 4.14 | -0.92 | 2.60 | 0.62 | | 1-Year | 17.29 | 17.86 | -0.57 | 13.79 | 3.5 | | 3-Year | 5.99 | 4.54 | 1.45 | 6.35 | -0.36 | | 5-Year | 4.20 | 3.85 | 0.35 | 5.05 | -0.85 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 10.99 | 13.81 | -2.82 | 7.06 | 3.93 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 9.02 | 6.49 | 2.53 | 7.94 | 1.08 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BICCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 1.48 | -4.70 | 6.18 | | 2007 | | | 5.27 | 4.70 | 0.57 | | 2006 | | | 3.19 | 4.15 | -0.96 | | 2005 | | | 0.79 | 1.80 | -1.01 | | 2004 | | | 3.07 | 3.91 | -0.84 | | 2003 | | | 5.95 | 5.10 | 0.85 | | 2002 | | | 6.84 | 8.04 | -1.20 | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BICCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.55 | 2.89 | 6.12 | N/A | | 2008 | 1.92 | -1.74 | -1.60 | 2.98 | | 2007 | 1.21 | -1.27 | 2.55 | 2.73 | | 2006 | -1.00 | -0.49 | 3.43 | 1.26 | | 2005 | -0.91 | 2.30 | -0.86 | 0.29 | | 2004 | 2.72 | -3.38 | 3.11 | 0.71 | | 2003 | 2.16 | 4.18 | -0.54 | 0.09 | | 2002 | -1.54 | 2.01 | 4.40 | 1.89 | | 2001 | N/A | -0.08 | 4.09 | -0.47 | | 2000 | N/A | N/A | N/A | N/A | | 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 | 718 | 1122 | 63.99 | | 1-Month | 698 | 1164 | 59.97 | | 3-Month | 807 | 1154 | 69.93 | | 6-Month | 713 | 1133 | 62.93 | | 1-Year | 532 | 1113 | 47.80 | | 3-Year | 267 | 957 | 27.90 | | 5-Year | 344 | 845 | 40.71 |
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0.83% Nasdaq 
Performance
