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| Morningstar Return Rating: | High | | Year to Date Return: | 64.30% | | 5-Year Average Return: | 13.23% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 38.29% | |
Worst 1-Yr Total Return (2008): | -62.78% | |
Best 3-Yr Total Return (2004-6): | 35.76% | |
Worst 3-Yr Total Return (2006-8): | -12.70% |
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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 | BIRMX | Category | Diff | Index* | Diff | | Year To Date | 64.30 | 21.65 | 42.65 | 17.05 | 47.25 | | 1-Month | -6.58 | -5.90 | -0.68 | -1.86 | -4.72 | | 3-Month | 18.92 | 2.07 | 16.85 | 5.48 | 13.44 | | 1-Year | 47.28 | 13.17 | 34.11 | 9.80 | 37.48 | | 3-Year | -5.77 | -7.45 | 1.68 | -7.02 | 1.25 | | 5-Year | 13.23 | 0.22 | 13.01 | 0.33 | 12.9 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 166.71 | 52.20 | 114.51 | 45.76 | 120.95 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -32.36 | -18.89 | -13.47 | -18.25 | -14.11 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BIRMX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -62.78 | -41.55 | -21.23 | | 2007 | | | 29.27 | 7.59 | 21.68 | | 2006 | | | 38.29 | 10.81 | 27.48 | | 2005 | | | 33.45 | 6.02 | 27.43 | | 2004 | | | 35.59 | 12.41 | 23.18 | | 2003 | | | N/A | 45.54 | N/A | | 2002 | | | N/A | -27.88 | N/A | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BIRMX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -21.40 | 53.19 | 46.07 | N/A | | 2008 | -23.05 | 11.16 | -30.83 | -37.09 | | 2007 | 1.62 | 6.51 | 4.56 | 14.22 | | 2006 | 14.71 | -1.45 | 8.87 | 12.37 | | 2005 | -6.56 | 8.04 | 10.50 | 19.62 | | 2004 | 15.19 | -7.97 | -1.71 | 30.13 | | 2003 | N/A | N/A | 19.50 | 19.06 | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 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 | 7 | 790 | 0.89 | | 1-Month | 770 | 820 | 93.90 | | 3-Month | 16 | 819 | 1.95 | | 6-Month | 8 | 800 | 1.00 | | 1-Year | 1 | 783 | 0.13 | | 3-Year | 195 | 669 | 29.15 | | 5-Year | 1 | 554 | 0.18 |
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0.22% Nasdaq 
Performance
