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| Morningstar Return Rating: | Low | | Year to Date Return: | 20.69% | | 5-Year Average Return: | -1.92% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 12.93% | |
Worst 1-Yr Total Return (2008): | -38.30% | |
Best 3-Yr Total Return (2004-6): | 7.50% | |
Worst 3-Yr Total Return (2006-8): | -10.57% |
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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 | BLPSX | Category | Diff | Index* | Diff | | Year To Date | 20.69 | 25.10 | -4.41 | 24.07 | -3.38 | | 1-Month | 5.86 | 5.28 | 0.58 | 6.00 | -0.14 | | 3-Month | 7.27 | 7.01 | 0.26 | 7.91 | -0.64 | | 1-Year | 21.66 | 28.01 | -6.35 | 25.39 | -3.73 | | 3-Year | -8.20 | -5.87 | -2.33 | -5.79 | -2.41 | | 5-Year | -1.92 | 0.64 | -2.56 | 0.71 | -2.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 42.87 | 46.08 | -3.21 | 45.76 | -2.89 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.36 | -17.41 | -2.95 | -18.25 | -2.11 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BLPSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.30 | -37.79 | -0.51 | | 2007 | | | 2.64 | 6.16 | -3.52 | | 2006 | | | 12.93 | 14.17 | -1.24 | | 2005 | | | 1.92 | 5.88 | -3.96 | | 2004 | | | 7.93 | 10.02 | -2.09 | | 2003 | | | 24.90 | 27.05 | -2.15 | | 2002 | | | -25.78 | -22.25 | -3.53 | | 2001 | | | -16.09 | -13.50 | -2.59 | | 2000 | | | -13.22 | -6.31 | -6.91 | | 1999 | | | 15.97 | 20.16 | -4.19 |
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| PAST QUARTERLY RETURNS (%) FOR
BLPSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.90 | 15.05 | 14.79 | N/A | | 2008 | -10.11 | -3.24 | -8.25 | -22.69 | | 2007 | -0.02 | 5.63 | 1.17 | -3.93 | | 2006 | 3.46 | -2.13 | 5.11 | 6.10 | | 2005 | -2.81 | 0.72 | 2.81 | 1.27 | | 2004 | 0.98 | 1.03 | -2.48 | 8.47 | | 2003 | -3.84 | 14.39 | 1.90 | 11.43 | | 2002 | -1.01 | -14.50 | -18.40 | 7.46 | | 2001 | -12.74 | 4.49 | -15.74 | 9.23 | | 2000 | 1.06 | -4.75 | -1.83 | -8.15 | | 1999 | N/A | N/A | N/A | 14.90 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1576 | 2021 | 77.98 | | 1-Month | 1077 | 2113 | 50.97 | | 3-Month | 815 | 2091 | 38.98 | | 6-Month | 970 | 2064 | 47.00 | | 1-Year | 1420 | 2011 | 70.61 | | 3-Year | 1293 | 1707 | 75.75 | | 5-Year | 1074 | 1360 | 78.97 |
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0.10% Nasdaq 
0.27%
Performance
