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| Morningstar Return Rating: | Below average | | Year to Date Return: | 21.79% | | 5-Year Average Return: | -0.93% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.03% | |
Worst 1-Yr Total Return (2008): | -37.68% | |
Best 3-Yr Total Return (2004-6): | 8.58% | |
Worst 3-Yr Total Return (2006-8): | -9.67% |
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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 | BLPIX | Category | Diff | Index* | Diff | | Year To Date | 21.79 | 25.10 | -3.31 | 24.07 | -2.28 | | 1-Month | 5.95 | 5.28 | 0.67 | 6.00 | -0.05 | | 3-Month | 7.51 | 7.01 | 0.5 | 7.91 | -0.4 | | 1-Year | 22.87 | 28.01 | -5.14 | 25.39 | -2.52 | | 3-Year | -7.28 | -5.87 | -1.41 | -5.79 | -1.49 | | 5-Year | -0.93 | 0.64 | -1.57 | 0.71 | -1.64 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 43.69 | 46.08 | -2.39 | 45.76 | -2.07 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.55 | -17.41 | -2.14 | -18.25 | -1.3 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BLPIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.68 | -37.79 | 0.11 | | 2007 | | | 3.71 | 6.16 | -2.45 | | 2006 | | | 14.03 | 14.17 | -0.14 | | 2005 | | | 2.98 | 5.88 | -2.90 | | 2004 | | | 9.03 | 10.02 | -0.99 | | 2003 | | | 26.17 | 27.05 | -0.88 | | 2002 | | | -25.21 | -22.25 | -2.96 | | 2001 | | | -15.30 | -13.50 | -1.80 | | 2000 | | | -12.48 | -6.31 | -6.17 | | 1999 | | | 17.18 | 20.16 | -2.98 |
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| PAST QUARTERLY RETURNS (%) FOR
BLPIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.69 | 15.35 | 15.06 | N/A | | 2008 | -9.88 | -2.98 | -8.04 | -22.49 | | 2007 | 0.25 | 5.90 | 1.43 | -3.69 | | 2006 | 3.73 | -1.88 | 5.35 | 6.35 | | 2005 | -2.57 | 0.99 | 3.07 | 1.54 | | 2004 | 1.23 | 1.25 | -2.21 | 8.77 | | 2003 | -3.58 | 14.66 | 2.15 | 11.72 | | 2002 | -0.84 | -14.38 | -18.23 | 7.74 | | 2001 | -12.51 | 4.73 | -15.55 | 9.46 | | 2000 | 1.31 | -4.64 | -1.60 | -7.94 | | 1999 | N/A | N/A | N/A | 15.31 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1434 | 2021 | 70.95 | | 1-Month | 866 | 2113 | 40.98 | | 3-Month | 606 | 2091 | 28.98 | | 6-Month | 784 | 2064 | 37.98 | | 1-Year | 1358 | 2011 | 67.53 | | 3-Year | 1131 | 1707 | 66.26 | | 5-Year | 991 | 1360 | 72.87 |
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0.40% Nasdaq 
0.30%
Performance
