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| Morningstar Return Rating: | Above average | | Year to Date Return: | 18.77% | | 5-Year Average Return: | -0.21% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2007): | 27.53% | |
Worst 1-Yr Total Return (2008): | -51.77% | |
Best 3-Yr Total Return (2005-7): | 14.76% | |
Worst 3-Yr Total Return (2006-8): | -9.85% |
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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 | BJMIX | Category | Diff | Index* | Diff | | Year To Date | 18.77 | 21.65 | -2.88 | 17.05 | 1.72 | | 1-Month | -8.10 | -5.90 | -2.2 | -1.86 | -6.24 | | 3-Month | 3.11 | 2.07 | 1.04 | 5.48 | -2.37 | | 1-Year | 3.88 | 13.17 | -9.29 | 9.80 | -5.92 | | 3-Year | -8.61 | -7.45 | -1.16 | -7.02 | -1.59 | | 5-Year | -0.21 | 0.22 | -0.43 | 0.33 | -0.54 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.04 | 52.20 | 3.84 | 45.76 | 10.28 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -31.97 | -18.89 | -13.08 | -18.25 | -13.72 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BJMIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -51.77 | -41.55 | -10.22 | | 2007 | | | 27.53 | 7.59 | 19.94 | | 2006 | | | 19.13 | 10.81 | 8.32 | | 2005 | | | -0.51 | 6.02 | -6.53 | | 2004 | | | 9.17 | 12.41 | -3.24 | | 2003 | | | 62.35 | 45.54 | 16.81 | | 2002 | | | -39.76 | -27.88 | -11.88 | | 2001 | | | 4.70 | -8.91 | 13.61 | | 2000 | | | 18.90 | -3.85 | 22.75 | | 1999 | | | 80.84 | 64.77 | 16.07 |
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| PAST QUARTERLY RETURNS (%) FOR
BJMIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.19 | 20.80 | 19.13 | N/A | | 2008 | -19.88 | 4.94 | -15.58 | -32.05 | | 2007 | 7.15 | 9.53 | 4.18 | 4.30 | | 2006 | 17.20 | -7.42 | -0.49 | 10.34 | | 2005 | -5.39 | -0.40 | 7.35 | -1.64 | | 2004 | -2.61 | 1.12 | -4.44 | 16.00 | | 2003 | -1.35 | 23.33 | 15.79 | 15.26 | | 2002 | -4.54 | -12.71 | -23.00 | -6.12 | | 2001 | -8.48 | 20.93 | -23.43 | 23.55 | | 2000 | 12.99 | 3.73 | 12.31 | -9.68 | | 1999 | N/A | N/A | N/A | 36.58 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 529 | 790 | 66.96 | | 1-Month | 779 | 820 | 95.00 | | 3-Month | 524 | 819 | 63.98 | | 6-Month | 480 | 800 | 60.00 | | 1-Year | 591 | 783 | 75.48 | | 3-Year | 369 | 669 | 55.16 | | 5-Year | 282 | 554 | 50.90 |
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0.22% Nasdaq 
Performance
