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| Morningstar Return Rating: | Average | | Year to Date Return: | 23.75% | | 5-Year Average Return: | -2.49% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 10.94% | |
Worst 1-Yr Total Return (2008): | -44.11% | |
Best 3-Yr Total Return (2004-6): | 8.70% | |
Worst 3-Yr Total Return (2006-8): | -13.96% |
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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 | BISCX | Category | Diff | Index* | Diff | | Year To Date | 23.75 | 25.65 | -1.9 | 24.07 | -0.32 | | 1-Month | 2.95 | 3.38 | -0.43 | 6.00 | -3.05 | | 3-Month | 3.59 | 3.71 | -0.12 | 7.91 | -4.32 | | 1-Year | 29.46 | 31.83 | -2.37 | 25.39 | 4.07 | | 3-Year | -10.55 | -7.28 | -3.27 | -5.79 | -4.76 | | 5-Year | -2.49 | -0.38 | -2.11 | 0.71 | -3.2 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.92 | 53.06 | -4.14 | 45.76 | 3.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -28.86 | -19.68 | -9.18 | -18.25 | -10.61 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BISCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.11 | -41.55 | -2.56 | | 2007 | | | 4.96 | 7.59 | -2.63 | | 2006 | | | 8.59 | 10.81 | -2.22 | | 2005 | | | 6.60 | 6.02 | 0.58 | | 2004 | | | 10.94 | 12.41 | -1.47 | | 2003 | | | 44.75 | 45.54 | -0.79 | | 2002 | | | -18.42 | -27.88 | 9.46 | | 2001 | | | -10.23 | -8.91 | -1.32 | | 2000 | | | 22.44 | -3.85 | 26.29 | | 1999 | | | 41.87 | 64.77 | -22.90 |
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| PAST QUARTERLY RETURNS (%) FOR
BISCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.42 | 19.73 | 17.16 | N/A | | 2008 | -11.22 | 5.86 | -12.52 | -32.03 | | 2007 | 4.82 | 4.60 | -0.98 | -3.32 | | 2006 | 11.84 | -7.06 | -0.81 | 5.33 | | 2005 | -4.36 | 5.14 | 5.17 | 0.80 | | 2004 | 0.08 | -0.33 | -3.10 | 14.78 | | 2003 | -4.22 | 20.83 | 12.12 | 11.55 | | 2002 | 2.98 | -10.39 | -14.62 | 3.54 | | 2001 | -18.20 | 16.08 | -20.61 | 19.09 | | 2000 | 21.81 | 6.78 | 6.29 | -11.43 | | 1999 | N/A | N/A | N/A | 32.94 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 424 | 786 | 53.94 | | 1-Month | 685 | 816 | 83.95 | | 3-Month | 472 | 815 | 57.91 | | 6-Month | 336 | 802 | 41.90 | | 1-Year | 357 | 781 | 45.71 | | 3-Year | 472 | 667 | 70.76 | | 5-Year | 386 | 563 | 68.56 |
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0.26% Nasdaq 
Performance
