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| Morningstar Return Rating: | Average | | Year to Date Return: | 30.66% | | 5-Year Average Return: | 1.40% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 33.14% | |
Worst 1-Yr Total Return (2008): | -54.36% | |
Best 3-Yr Total Return (2005-7): | 16.74% | |
Worst 3-Yr Total Return (2006-8): | -11.19% |
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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 | BJSCX | Category | Diff | Index* | Diff | | Year To Date | 30.66 | 21.65 | 9.01 | 17.05 | 13.61 | | 1-Month | -6.00 | -5.90 | -0.1 | -1.86 | -4.14 | | 3-Month | 4.88 | 2.07 | 2.81 | 5.48 | -0.6 | | 1-Year | 9.62 | 13.17 | -3.55 | 9.80 | -0.18 | | 3-Year | -6.03 | -7.45 | 1.42 | -7.02 | 0.99 | | 5-Year | 1.40 | 0.22 | 1.18 | 0.33 | 1.07 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.54 | 52.20 | 8.34 | 45.76 | 14.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -25.70 | -18.89 | -6.81 | -18.25 | -7.45 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BJSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -54.36 | -41.55 | -12.81 | | 2007 | | | 33.14 | 7.59 | 25.55 | | 2006 | | | 15.27 | 10.81 | 4.46 | | 2005 | | | 3.66 | 6.02 | -2.36 | | 2004 | | | 5.57 | 12.41 | -6.84 | | 2003 | | | 32.66 | 45.54 | -12.88 | | 2002 | | | -31.08 | -27.88 | -3.20 | | 2001 | | | -8.98 | -8.91 | -0.07 | | 2000 | | | 5.20 | -3.85 | 9.05 | | 1999 | | | 37.01 | 64.77 | -27.76 |
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| PAST QUARTERLY RETURNS (%) FOR
BJSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.15 | 22.78 | 19.36 | N/A | | 2008 | -22.93 | 10.25 | -19.15 | -33.58 | | 2007 | 6.88 | 11.00 | 10.26 | 1.78 | | 2006 | 12.00 | -6.07 | 0.41 | 9.13 | | 2005 | -6.72 | 4.17 | 7.77 | -1.01 | | 2004 | -0.82 | -0.12 | -7.16 | 14.79 | | 2003 | -4.04 | 17.02 | 5.61 | 11.87 | | 2002 | -3.64 | -12.74 | -17.46 | -0.69 | | 2001 | -17.32 | 15.04 | -13.59 | 10.74 | | 2000 | 5.98 | -2.78 | 6.34 | -3.99 | | 1999 | N/A | N/A | N/A | 29.94 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 134 | 790 | 16.96 | | 1-Month | 647 | 820 | 78.90 | | 3-Month | 188 | 819 | 22.95 | | 6-Month | 224 | 800 | 28.00 | | 1-Year | 444 | 783 | 56.70 | | 3-Year | 207 | 669 | 30.94 | | 5-Year | 190 | 554 | 34.30 |
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