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| Morningstar Return Rating: | Below average | | Year to Date Return: | 13.88% | | 5-Year Average Return: | -0.44% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 38.24% | |
Worst 1-Yr Total Return (2008): | -48.47% | |
Best 3-Yr Total Return (2005-7): | 14.91% | |
Worst 3-Yr Total Return (2006-8): | -9.91% |
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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 | BMCNX | Category | Diff | Index* | Diff | | Year To Date | 13.88 | 25.80 | -11.92 | 17.05 | -3.17 | | 1-Month | -7.02 | -4.37 | -2.65 | -1.86 | -5.16 | | 3-Month | -2.96 | 4.09 | -7.05 | 5.48 | -8.44 | | 1-Year | 1.77 | 16.23 | -14.46 | 9.80 | -8.03 | | 3-Year | -6.47 | -5.36 | -1.11 | -7.02 | 0.55 | | 5-Year | -0.44 | 1.68 | -2.12 | 0.33 | -0.77 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 44.16 | 47.87 | -3.71 | 45.76 | -1.6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -26.62 | -19.87 | -6.75 | -18.25 | -8.37 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BMCNX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -48.47 | -43.77 | -4.70 | | 2007 | | | 38.24 | 15.09 | 23.15 | | 2006 | | | 2.63 | 9.00 | -6.37 | | 2005 | | | 6.95 | 9.84 | -2.89 | | 2004 | | | 8.37 | 13.23 | -4.86 | | 2003 | | | 25.72 | 35.96 | -10.24 | | 2002 | | | -25.29 | -27.24 | 1.95 | | 2001 | | | -9.02 | -19.98 | 10.96 | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BMCNX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -8.43 | 18.95 | 12.44 | N/A | | 2008 | -16.01 | 14.20 | -26.55 | -26.84 | | 2007 | 5.79 | 12.84 | 8.62 | 6.61 | | 2006 | 8.33 | -6.30 | -2.30 | 3.51 | | 2005 | -3.34 | 4.09 | 7.85 | -1.45 | | 2004 | 1.62 | 2.06 | -4.22 | 9.10 | | 2003 | -2.75 | 13.65 | 3.90 | 9.48 | | 2002 | -0.27 | -9.05 | -18.62 | 1.21 | | 2001 | -15.93 | 14.51 | -15.20 | 11.45 | | 2000 | N/A | 3.83 | 10.67 | -5.59 | | 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 | 720 | 848 | 84.91 | | 1-Month | 819 | 901 | 90.90 | | 3-Month | 889 | 898 | 99.00 | | 6-Month | 850 | 868 | 97.93 | | 1-Year | 634 | 847 | 74.85 | | 3-Year | 374 | 749 | 49.93 | | 5-Year | 399 | 636 | 62.74 |
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