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| Morningstar Return Rating: | Low | | Year to Date Return: | -19.49% | | 5-Year Average Return: | -29.35% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2006): | 19.61% | |
Worst 1-Yr Total Return (2008): | -69.36% | |
Best 3-Yr Total Return (2004-6): | 10.50% | |
Worst 3-Yr Total Return (2006-8): | -39.82% |
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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 | BKPSX | Category | Diff | Index* | Diff | | Year To Date | -19.49 | 24.03 | -43.52 | 24.07 | -43.56 | | 1-Month | 6.48 | 3.09 | 3.39 | 6.00 | 0.48 | | 3-Month | -6.54 | 0.88 | -7.42 | 7.91 | -14.45 | | 1-Year | -28.08 | 25.06 | -53.14 | 25.39 | -53.47 | | 3-Year | -46.14 | -14.98 | -31.16 | -5.79 | -40.35 | | 5-Year | -29.35 | -5.72 | -23.63 | 0.71 | -30.06 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 149.64 | 76.37 | 73.27 | 45.76 | 103.88 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -59.13 | -13.82 | -45.31 | -18.25 | -40.88 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BKPSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -69.36 | -43.91 | -25.45 | | 2007 | | | -40.53 | -11.64 | -28.89 | | 2006 | | | 19.61 | 16.90 | 2.71 | | 2005 | | | -2.87 | 6.74 | -9.61 | | 2004 | | | 16.14 | 14.02 | 2.12 | | 2003 | | | 45.04 | 33.56 | 11.48 | | 2002 | | | -11.27 | -10.28 | -0.99 | | 2001 | | | N/A | -2.05 | N/A | | 2000 | | | N/A | 27.74 | N/A | | 1999 | | | N/A | -1.79 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BKPSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -58.21 | 48.39 | 38.14 | N/A | | 2008 | -16.82 | -37.07 | 32.00 | -55.66 | | 2007 | -6.11 | -3.16 | -7.52 | -29.27 | | 2006 | 2.07 | 1.68 | 8.56 | 6.16 | | 2005 | -10.43 | 3.43 | -5.69 | 11.17 | | 2004 | 3.16 | -2.54 | 5.49 | 9.50 | | 2003 | -7.25 | 27.86 | 2.02 | 19.89 | | 2002 | 10.57 | -1.45 | -22.11 | 4.55 | | 2001 | N/A | N/A | N/A | 5.12 | | 2000 | N/A | N/A | N/A | N/A | | 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 | 129 | 129 | 100.00 | | 1-Month | 129 | 129 | 100.00 | | 3-Month | 129 | 129 | 100.00 | | 6-Month | 27 | 129 | 20.93 | | 1-Year | 101 | 122 | 82.79 | | 3-Year | 88 | 107 | 82.24 | | 5-Year | 83 | 101 | 82.18 |
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0.83% Nasdaq 0.00%
Performance
