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| Morningstar Return Rating: | Average | | Year to Date Return: | 24.29% | | 5-Year Average Return: | 5.03% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 24.76% | |
Worst 1-Yr Total Return (2008): | -41.25% | |
Best 3-Yr Total Return (2004-6): | 17.54% | |
Worst 3-Yr Total Return (2006-8): | -5.90% |
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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 | BIGDX | Category | Diff | Index* | Diff | | Year To Date | 24.29 | 24.47 | -0.18 | 27.36 | -3.07 | | 1-Month | -1.46 | -2.54 | 1.08 | -1.25 | -0.21 | | 3-Month | 6.58 | 5.67 | 0.91 | 8.10 | -1.52 | | 1-Year | 24.66 | 25.04 | -0.38 | 27.71 | -3.05 | | 3-Year | -3.72 | -5.94 | 2.22 | -5.22 | 1.5 | | 5-Year | 5.03 | 4.57 | 0.46 | 5.10 | -0.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.37 | 57.09 | -3.72 | 59.35 | -5.98 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -13.05 | -14.01 | 0.96 | -14.95 | 1.9 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BIGDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -41.25 | -43.99 | 2.74 | | 2007 | | | 13.69 | 12.71 | 0.98 | | 2006 | | | 24.76 | 24.77 | -0.01 | | 2005 | | | 11.24 | 14.72 | -3.48 | | 2004 | | | 17.00 | 17.39 | -0.39 | | 2003 | | | 42.44 | 33.58 | 8.86 | | 2002 | | | -17.32 | -16.69 | -0.63 | | 2001 | | | -26.49 | -21.67 | -4.82 | | 2000 | | | -8.62 | -16.34 | 7.72 | | 1999 | | | 36.88 | 40.28 | -3.40 |
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| PAST QUARTERLY RETURNS (%) FOR
BIGDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.36 | 23.50 | 16.54 | N/A | | 2008 | -9.39 | -2.59 | -17.69 | -19.13 | | 2007 | 3.85 | 6.38 | 3.42 | -0.49 | | 2006 | 8.35 | 0.09 | 2.48 | 12.27 | | 2005 | -0.31 | -3.59 | 10.12 | 5.11 | | 2004 | 2.97 | 0.35 | -1.15 | 14.55 | | 2003 | -6.94 | 18.73 | 8.42 | 18.90 | | 2002 | 1.26 | -0.83 | -18.92 | 1.54 | | 2001 | -17.48 | -0.74 | -15.23 | 5.88 | | 2000 | 0.55 | -1.17 | -6.63 | -1.51 | | 1999 | N/A | N/A | N/A | 13.80 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 396 | 827 | 47.88 | | 1-Month | 68 | 850 | 8.00 | | 3-Month | 398 | 847 | 46.99 | | 6-Month | 553 | 838 | 65.99 | | 1-Year | 281 | 803 | 34.99 | | 3-Year | 111 | 600 | 18.50 | | 5-Year | 154 | 466 | 33.05 |
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0.83% Nasdaq 0.00%
Performance
