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| Morningstar Return Rating: | Average | | Year to Date Return: | 22.76% | | 5-Year Average Return: | 1.83% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 23.68% | |
Worst 1-Yr Total Return (2008): | -40.94% | |
Best 3-Yr Total Return (2005-7): | 11.30% | |
Worst 3-Yr Total Return (2006-8): | -8.35% |
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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 | BMCDX | Category | Diff | Index* | Diff | | Year To Date | 22.76 | 25.80 | -3.04 | 17.05 | 5.71 | | 1-Month | -4.64 | -4.37 | -0.27 | -1.86 | -2.78 | | 3-Month | 4.20 | 4.09 | 0.11 | 5.48 | -1.28 | | 1-Year | 13.26 | 16.23 | -2.97 | 9.80 | 3.46 | | 3-Year | -2.92 | -5.36 | 2.44 | -7.02 | 4.1 | | 5-Year | 1.83 | 1.68 | 0.15 | 0.33 | 1.5 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.41 | 47.87 | -1.46 | 45.76 | 0.65 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.98 | -19.87 | 0.89 | -18.25 | -0.73 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BMCDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.94 | -43.77 | 2.83 | | 2007 | | | 23.68 | 15.09 | 8.59 | | 2006 | | | 5.37 | 9.00 | -3.63 | | 2005 | | | 5.79 | 9.84 | -4.05 | | 2004 | | | 10.08 | 13.23 | -3.15 | | 2003 | | | 31.18 | 35.96 | -4.78 | | 2002 | | | -20.32 | -27.24 | 6.92 | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BMCDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.56 | 14.66 | 16.43 | N/A | | 2008 | -13.51 | 5.81 | -14.69 | -24.35 | | 2007 | 5.71 | 7.86 | 5.60 | 2.72 | | 2006 | 7.24 | -7.17 | 0.27 | 5.56 | | 2005 | -2.62 | 3.26 | 4.46 | 0.71 | | 2004 | 4.01 | -0.79 | -5.68 | 13.11 | | 2003 | -1.08 | 12.41 | 6.43 | 10.83 | | 2002 | 0.97 | -8.95 | -13.68 | 0.41 | | 2001 | N/A | 9.75 | -19.36 | 15.10 | | 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 | 559 | 848 | 65.92 | | 1-Month | 675 | 901 | 74.92 | | 3-Month | 511 | 898 | 56.90 | | 6-Month | 624 | 868 | 71.89 | | 1-Year | 486 | 847 | 57.38 | | 3-Year | 164 | 749 | 21.90 | | 5-Year | 277 | 636 | 43.55 |
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1.23% Nasdaq 
Performance
