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| Morningstar Return Rating: | Below average | | Year to Date Return: | 6.61% | | 5-Year Average Return: | -3.10% | | Number of Years Up: | 1 | | Number of Years Down: | 4 | |
Best 1-Yr Total Return (2006): | 3.68% | |
Worst 1-Yr Total Return (2005): | -24.02% | |
Best 3-Yr Total Return (2006-8): | -3.82% | |
Worst 3-Yr Total Return (2004-6): | -9.62% |
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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 | BMCGX | Category | Diff | Index* | Diff | | Year To Date | 6.61 | 21.65 | -15.04 | 17.05 | -10.44 | | 1-Month | -13.42 | -5.90 | -7.52 | -1.86 | -11.56 | | 3-Month | 7.50 | 2.07 | 5.43 | 5.48 | 2.02 | | 1-Year | -1.53 | 13.17 | -14.7 | 9.80 | -11.33 | | 3-Year | -2.69 | -7.45 | 4.76 | -7.02 | 4.33 | | 5-Year | -3.10 | 0.22 | -3.32 | 0.33 | -3.43 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 22.13 | 52.20 | -30.07 | 45.76 | -23.63 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 0.00 | -18.89 | 18.89 | -18.25 | 18.25 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BMCGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -9.02 | -41.55 | 32.53 | | 2007 | | | -5.67 | 7.59 | -13.26 | | 2006 | | | 3.68 | 10.81 | -7.13 | | 2005 | | | -24.02 | 6.02 | -30.04 | | 2004 | | | -6.28 | 12.41 | -18.69 | | 2003 | | | 165.28 | 45.54 | 119.74 | | 2002 | | | -42.40 | -27.88 | -14.52 | | 2001 | | | -7.41 | -8.91 | 1.50 | | 2000 | | | -75.96 | -3.85 | -72.11 | | 1999 | | | 42.32 | 64.77 | -22.45 |
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| PAST QUARTERLY RETURNS (%) FOR
BMCGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.31 | -13.68 | 47.52 | N/A | | 2008 | -8.27 | 12.30 | -9.49 | -2.42 | | 2007 | 10.64 | 0.64 | -7.64 | -8.28 | | 2006 | 13.24 | -12.34 | -1.48 | 6.02 | | 2005 | -27.93 | 2.33 | 11.36 | -7.48 | | 2004 | 6.81 | -9.80 | -19.57 | 20.95 | | 2003 | 13.89 | 89.02 | 7.74 | 14.37 | | 2002 | -1.60 | -13.01 | -40.19 | 12.50 | | 2001 | 2.96 | 10.79 | -35.71 | 26.26 | | 2000 | 8.64 | -29.74 | -28.28 | -56.08 | | 1999 | N/A | N/A | N/A | 12.16 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 726 | 790 | 91.90 | | 1-Month | 680 | 820 | 82.93 | | 3-Month | 376 | 819 | 45.91 | | 6-Month | 520 | 800 | 65.00 | | 1-Year | 648 | 783 | 82.76 | | 3-Year | 20 | 669 | 2.99 | | 5-Year | 401 | 554 | 72.38 |
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