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| Morningstar Return Rating: | Below average | | Year to Date Return: | 0.24% | | 5-Year Average Return: | 3.11% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2005): | 25.99% | |
Worst 1-Yr Total Return (2006): | -9.71% | |
Best 3-Yr Total Return (2004-6): | 9.45% | |
Worst 3-Yr Total Return (2006-8): | -5.92% |
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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 | BIPSX | Category | Diff | Index* | Diff | | Year To Date | 0.24 | 18.13 | -17.89 | 24.07 | -23.83 | | 1-Month | 9.75 | 7.23 | 2.52 | 6.00 | 3.75 | | 3-Month | -3.12 | 4.76 | -7.88 | 7.91 | -11.03 | | 1-Year | 12.15 | 26.41 | -14.26 | 25.39 | -13.24 | | 3-Year | -4.16 | -0.30 | -3.86 | -5.79 | 1.63 | | 5-Year | 3.11 | 3.95 | -0.84 | 0.71 | 2.4 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 25.14 | 29.96 | -4.82 | 45.76 | -20.62 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.39 | -11.44 | -9.95 | -18.25 | -3.14 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BIPSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -2.13 | -23.43 | 21.30 | | 2007 | | | -5.77 | 9.27 | -15.04 | | 2006 | | | -9.71 | 4.27 | -13.98 | | 2005 | | | 25.99 | 9.64 | 16.35 | | 2004 | | | 15.24 | 9.84 | 5.40 | | 2003 | | | 60.18 | 32.51 | 27.67 | | 2002 | | | -54.17 | -28.13 | -26.04 | | 2001 | | | -36.65 | -11.26 | -25.39 | | 2000 | | | N/A | 56.75 | N/A | | 1999 | | | N/A | 18.58 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BIPSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.26 | 5.11 | 11.46 | N/A | | 2008 | 2.90 | 3.42 | 6.84 | -13.92 | | 2007 | -7.58 | 3.93 | 10.98 | -11.61 | | 2006 | -0.09 | -13.23 | 4.94 | -0.75 | | 2005 | -18.91 | 17.70 | 27.14 | 3.83 | | 2004 | 3.90 | 1.83 | -2.68 | 11.92 | | 2003 | 11.12 | 34.75 | 2.39 | 4.48 | | 2002 | -14.53 | -43.90 | -13.57 | 10.59 | | 2001 | -42.62 | 28.98 | -28.59 | 19.89 | | 2000 | N/A | N/A | 14.88 | -25.09 | | 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 | 160 | 165 | 96.97 | | 1-Month | 172 | 172 | 100.00 | | 3-Month | 159 | 170 | 93.53 | | 6-Month | 141 | 165 | 85.45 | | 1-Year | 136 | 165 | 82.42 | | 3-Year | 123 | 152 | 80.92 | | 5-Year | 100 | 143 | 69.93 |
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1.27% Nasdaq 0.00%
Performance
