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| Morningstar Return Rating: | Above average | | Year to Date Return: | 34.03% | | 5-Year Average Return: | 5.02% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 23.35% | |
Worst 1-Yr Total Return (2008): | -52.17% | |
Best 3-Yr Total Return (2004-6): | 21.37% | |
Worst 3-Yr Total Return (2006-8): | -11.24% |
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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 | BIGIX | Category | Diff | Index* | Diff | | Year To Date | 34.03 | 29.71 | 4.32 | 27.36 | 6.67 | | 1-Month | -1.70 | -2.08 | 0.38 | -1.25 | -0.45 | | 3-Month | 5.52 | 5.76 | -0.24 | 8.10 | -2.58 | | 1-Year | 33.19 | 29.01 | 4.18 | 27.71 | 5.48 | | 3-Year | -6.49 | -4.76 | -1.73 | -5.22 | -1.27 | | 5-Year | 5.02 | 5.03 | -0.01 | 5.10 | -0.08 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 59.84 | 55.24 | 4.6 | 59.35 | 0.49 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.35 | -18.07 | -3.28 | -14.95 | -6.4 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BIGIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -52.17 | -46.56 | -5.61 | | 2007 | | | 18.53 | 16.26 | 2.27 | | 2006 | | | 23.35 | 23.95 | -0.60 | | 2005 | | | 22.00 | 15.23 | 6.77 | | 2004 | | | 18.79 | 16.23 | 2.56 | | 2003 | | | 42.42 | 33.83 | 8.59 | | 2002 | | | -14.94 | -19.15 | 4.21 | | 2001 | | | -13.43 | -24.05 | 10.62 | | 2000 | | | -7.87 | -21.04 | 13.17 | | 1999 | | | N/A | 49.56 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BIGIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.73 | 28.45 | 16.30 | N/A | | 2008 | -10.10 | -1.58 | -26.49 | -26.47 | | 2007 | 3.99 | 7.56 | 6.75 | -0.72 | | 2006 | 9.86 | -3.46 | 4.35 | 11.45 | | 2005 | -0.22 | 1.84 | 12.20 | 7.01 | | 2004 | 5.46 | -2.21 | -0.41 | 15.66 | | 2003 | -5.65 | 17.81 | 11.93 | 14.47 | | 2002 | 1.79 | -0.76 | -19.04 | 4.00 | | 2001 | -11.21 | 3.31 | -16.03 | 12.39 | | 2000 | 7.78 | -5.25 | -3.91 | -6.11 | | 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 | 61 | 268 | 22.76 | | 1-Month | 186 | 287 | 64.81 | | 3-Month | 150 | 284 | 52.82 | | 6-Month | 44 | 275 | 16.00 | | 1-Year | 50 | 268 | 18.66 | | 3-Year | 131 | 202 | 64.85 | | 5-Year | 59 | 153 | 38.56 |
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0.95% Nasdaq 
Performance
