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| Morningstar Return Rating: | Below average | | Year to Date Return: | 14.47% | | 5-Year Average Return: | -0.36% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 37.03% | |
Worst 1-Yr Total Return (2008): | -48.47% | |
Best 3-Yr Total Return (2005-7): | 14.86% | |
Worst 3-Yr Total Return (2006-8): | -10.08% |
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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 | BJMCX | Category | Diff | Index* | Diff | | Year To Date | 14.47 | 25.80 | -11.33 | 17.05 | -2.58 | | 1-Month | -6.93 | -4.37 | -2.56 | -1.86 | -5.07 | | 3-Month | -2.60 | 4.09 | -6.69 | 5.48 | -8.08 | | 1-Year | 2.30 | 16.23 | -13.93 | 9.80 | -7.5 | | 3-Year | -6.56 | -5.36 | -1.2 | -7.02 | 0.46 | | 5-Year | -0.36 | 1.68 | -2.04 | 0.33 | -0.69 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.61 | 47.87 | -3.26 | 45.76 | -1.15 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.20 | -19.87 | -6.33 | -18.25 | -7.95 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BJMCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.47 | -43.77 | -4.70 | | 2007 | | | 37.03 | 15.09 | 21.94 | | 2006 | | | 2.94 | 9.00 | -6.06 | | 2005 | | | 7.43 | 9.84 | -2.41 | | 2004 | | | 8.71 | 13.23 | -4.52 | | 2003 | | | 26.24 | 35.96 | -9.72 | | 2002 | | | -24.87 | -27.24 | 2.37 | | 2001 | | | -8.68 | -19.98 | 11.30 | | 2000 | | | 30.49 | -4.78 | 35.27 | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BJMCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.52 | 18.98 | 13.00 | N/A | | 2008 | -15.99 | 14.20 | -26.60 | -26.82 | | 2007 | 5.90 | 12.79 | 7.61 | 6.62 | | 2006 | 8.47 | -6.30 | -2.24 | 3.60 | | 2005 | -3.19 | 4.18 | 7.94 | -1.32 | | 2004 | 1.78 | 2.12 | -4.14 | 9.12 | | 2003 | -2.60 | 13.71 | 4.06 | 9.54 | | 2002 | -0.18 | -8.90 | -18.36 | 1.20 | | 2001 | -15.82 | 13.78 | -14.48 | 11.49 | | 2000 | 20.00 | 3.92 | 10.83 | -5.58 | | 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 | 712 | 848 | 83.96 | | 1-Month | 810 | 901 | 89.90 | | 3-Month | 889 | 898 | 99.00 | | 6-Month | 841 | 868 | 96.89 | | 1-Year | 629 | 847 | 74.26 | | 3-Year | 379 | 749 | 50.60 | | 5-Year | 397 | 636 | 62.42 |
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0.22% Nasdaq 
Performance
