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| Morningstar Return Rating: | Average | | Year to Date Return: | 26.95% | | 5-Year Average Return: | 3.32% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 25.65% | |
Worst 1-Yr Total Return (2008): | -42.88% | |
Best 3-Yr Total Return (2004-6): | 19.48% | |
Worst 3-Yr Total Return (2006-8): | -7.64% |
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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 | BIEDX | Category | Diff | Index* | Diff | | Year To Date | 26.95 | 29.35 | -2.4 | 29.91 | -2.96 | | 1-Month | 3.30 | 3.83 | -0.53 | 2.00 | 1.3 | | 3-Month | 4.41 | 6.09 | -1.68 | 4.58 | -0.17 | | 1-Year | 35.64 | 38.30 | -2.66 | 37.72 | -2.08 | | 3-Year | -6.32 | -5.68 | -0.64 | -5.52 | -0.8 | | 5-Year | 3.32 | 4.12 | -0.8 | 4.13 | -0.81 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 59.75 | 57.56 | 2.19 | 59.35 | 0.4 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.17 | -15.07 | -0.1 | -14.95 | -0.22 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BIEDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -42.88 | -43.99 | 1.11 | | 2007 | | | 9.79 | 12.71 | -2.92 | | 2006 | | | 25.65 | 24.77 | 0.88 | | 2005 | | | 12.55 | 14.72 | -2.17 | | 2004 | | | 20.60 | 17.39 | 3.21 | | 2003 | | | 37.53 | 33.58 | 3.95 | | 2002 | | | -15.97 | -16.69 | 0.72 | | 2001 | | | -22.18 | -21.67 | -0.51 | | 2000 | | | -15.22 | -16.34 | 1.12 | | 1999 | | | 25.15 | 40.28 | -15.13 |
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| PAST QUARTERLY RETURNS (%) FOR
BIEDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.26 | 25.10 | 19.14 | N/A | | 2008 | -9.02 | -2.50 | -19.11 | -20.40 | | 2007 | 3.99 | 6.40 | 1.80 | -2.54 | | 2006 | 8.95 | 0.89 | 3.82 | 10.11 | | 2005 | -0.61 | -1.58 | 10.26 | 4.36 | | 2004 | 4.46 | 0.60 | -0.39 | 15.22 | | 2003 | -8.40 | 18.95 | 7.84 | 17.06 | | 2002 | 0.68 | -2.94 | -18.86 | 5.97 | | 2001 | -13.90 | -1.12 | -14.36 | 6.74 | | 2000 | -0.44 | -3.96 | -8.56 | -3.04 | | 1999 | N/A | N/A | N/A | 15.79 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 535 | 824 | 64.93 | | 1-Month | 584 | 847 | 68.95 | | 3-Month | 725 | 844 | 85.90 | | 6-Month | 402 | 839 | 47.91 | | 1-Year | 444 | 817 | 54.35 | | 3-Year | 323 | 612 | 52.78 | | 5-Year | 252 | 462 | 54.55 |
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0.09% Nasdaq 
0.13%
Performance
