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| Morningstar Return Rating: | Above average | | Year to Date Return: | 21.89% | | 5-Year Average Return: | 5.54% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 31.75% | |
Worst 1-Yr Total Return (2008): | -43.87% | |
Best 3-Yr Total Return (2004-6): | 23.86% | |
Worst 3-Yr Total Return (2006-8): | -4.56% |
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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 | BJBIX | Category | Diff | Index* | Diff | | Year To Date | 21.89 | 29.35 | -7.46 | 29.91 | -8.02 | | 1-Month | 3.87 | 3.83 | 0.04 | 2.00 | 1.87 | | 3-Month | 5.47 | 6.09 | -0.62 | 4.58 | 0.89 | | 1-Year | 28.47 | 38.30 | -9.83 | 37.72 | -9.25 | | 3-Year | -5.91 | -5.68 | -0.23 | -5.52 | -0.39 | | 5-Year | 5.54 | 4.12 | 1.42 | 4.13 | 1.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.48 | 57.56 | -6.08 | 59.35 | -7.87 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.74 | -15.07 | -4.67 | -14.95 | -4.79 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BJBIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.87 | -43.99 | 0.12 | | 2007 | | | 17.56 | 12.71 | 4.85 | | 2006 | | | 31.75 | 24.77 | 6.98 | | 2005 | | | 17.05 | 14.72 | 2.33 | | 2004 | | | 23.22 | 17.39 | 5.83 | | 2003 | | | 35.92 | 33.58 | 2.34 | | 2002 | | | -3.60 | -16.69 | 13.09 | | 2001 | | | -18.93 | -21.67 | 2.74 | | 2000 | | | -8.02 | -16.34 | 8.32 | | 1999 | | | 76.58 | 40.28 | 36.30 |
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| PAST QUARTERLY RETURNS (%) FOR
BJBIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -16.85 | 22.02 | 19.61 | N/A | | 2008 | -9.23 | -2.50 | -22.45 | -18.21 | | 2007 | 5.02 | 8.82 | 1.97 | 0.88 | | 2006 | 12.95 | -1.15 | 4.04 | 13.41 | | 2005 | 0.25 | -0.41 | 13.88 | 2.95 | | 2004 | 6.30 | -3.02 | 1.50 | 17.75 | | 2003 | -7.14 | 15.82 | 7.91 | 17.11 | | 2002 | 4.32 | 0.69 | -13.08 | 5.59 | | 2001 | -14.69 | -2.01 | -9.65 | 7.32 | | 2000 | 10.39 | -8.80 | -7.18 | -1.57 | | 1999 | N/A | N/A | N/A | 50.61 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 708 | 824 | 85.92 | | 1-Month | 575 | 847 | 67.89 | | 3-Month | 497 | 844 | 58.89 | | 6-Month | 671 | 839 | 79.98 | | 1-Year | 617 | 817 | 75.52 | | 3-Year | 299 | 612 | 48.86 | | 5-Year | 108 | 462 | 23.38 |
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0.47% Nasdaq 0.00%
Performance
