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| Morningstar Return Rating: | Above average | | Year to Date Return: | 30.33% | | 5-Year Average Return: | 5.05% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 25.33% | |
Worst 1-Yr Total Return (2008): | -40.99% | |
Best 3-Yr Total Return (2004-6): | 18.01% | |
Worst 3-Yr Total Return (2006-8): | -5.52% |
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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 | BIGAX | Category | Diff | Index* | Diff | | Year To Date | 30.33 | 29.35 | 0.98 | 29.91 | 0.42 | | 1-Month | 4.47 | 3.83 | 0.64 | 2.00 | 2.47 | | 3-Month | 6.43 | 6.09 | 0.34 | 4.58 | 1.85 | | 1-Year | 36.78 | 38.30 | -1.52 | 37.72 | -0.94 | | 3-Year | -2.97 | -5.68 | 2.71 | -5.52 | 2.55 | | 5-Year | 5.05 | 4.12 | 0.93 | 4.13 | 0.92 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.47 | 57.56 | -4.09 | 59.35 | -5.88 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.68 | -15.07 | 2.39 | -14.95 | 2.27 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BIGAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.99 | -43.99 | 3.00 | | 2007 | | | 14.04 | 12.71 | 1.33 | | 2006 | | | 25.33 | 24.77 | 0.56 | | 2005 | | | 11.58 | 14.72 | -3.14 | | 2004 | | | 17.52 | 17.39 | 0.13 | | 2003 | | | 42.97 | 33.58 | 9.39 | | 2002 | | | -16.95 | -16.69 | -0.26 | | 2001 | | | -26.32 | -21.67 | -4.65 | | 2000 | | | -8.95 | -16.34 | 7.39 | | 1999 | | | 35.35 | 40.28 | -4.93 |
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| PAST QUARTERLY RETURNS (%) FOR
BIGAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.02 | 23.41 | 16.47 | N/A | | 2008 | -9.19 | -2.60 | -17.48 | -19.15 | | 2007 | 3.94 | 6.47 | 3.56 | -0.50 | | 2006 | 8.48 | 0.26 | 2.49 | 12.44 | | 2005 | -0.21 | -3.60 | 10.26 | 5.20 | | 2004 | 3.10 | 0.46 | -1.15 | 14.78 | | 2003 | -6.78 | 18.73 | 8.58 | 18.97 | | 2002 | 1.26 | -0.69 | -18.72 | 1.62 | | 2001 | -17.48 | -0.74 | -15.23 | 6.12 | | 2000 | 0.55 | -1.17 | -6.63 | -1.87 | | 1999 | N/A | N/A | N/A | 13.73 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 329 | 824 | 39.93 | | 1-Month | 143 | 847 | 16.88 | | 3-Month | 160 | 844 | 18.96 | | 6-Month | 369 | 839 | 43.98 | | 1-Year | 302 | 817 | 36.96 | | 3-Year | 104 | 612 | 16.99 | | 5-Year | 123 | 462 | 26.62 |
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0.51% Nasdaq 
Performance
