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| Morningstar Return Rating: | Below average | | Year to Date Return: | 88.80% | | 5-Year Average Return: | -0.71% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 43.22% | |
Worst 1-Yr Total Return (2008): | -70.92% | |
Best 3-Yr Total Return (2005-7): | 20.39% | |
Worst 3-Yr Total Return (2006-8): | -20.66% |
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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 | BMPIX | Category | Diff | Index* | Diff | | Year To Date | 88.80 | 25.10 | 63.7 | 24.07 | 64.73 | | 1-Month | 16.89 | 5.28 | 11.61 | 6.00 | 10.89 | | 3-Month | 24.34 | 7.01 | 17.33 | 7.91 | 16.43 | | 1-Year | 93.19 | 28.01 | 65.18 | 25.39 | 67.8 | | 3-Year | -8.04 | -5.87 | -2.17 | -5.79 | -2.25 | | 5-Year | -0.71 | 0.64 | -1.35 | 0.71 | -1.42 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 130.36 | 46.08 | 84.28 | 45.76 | 84.6 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -51.69 | -17.41 | -34.28 | -18.25 | -33.44 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BMPIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -70.92 | -37.79 | -33.13 | | 2007 | | | 43.22 | 6.16 | 37.06 | | 2006 | | | 19.91 | 14.17 | 5.74 | | 2005 | | | 1.60 | 5.88 | -4.28 | | 2004 | | | 14.45 | 10.02 | 4.43 | | 2003 | | | 47.49 | 27.05 | 20.44 | | 2002 | | | -21.17 | -22.25 | 1.08 | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BMPIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.67 | 34.84 | 40.83 | N/A | | 2008 | -6.91 | 20.11 | -45.23 | -52.51 | | 2007 | 12.58 | 13.26 | 7.19 | 4.79 | | 2006 | 12.05 | -0.72 | -7.25 | 16.20 | | 2005 | 1.87 | -14.18 | 5.51 | 10.15 | | 2004 | -4.13 | 2.17 | 6.30 | 9.92 | | 2003 | -13.54 | 18.17 | 6.91 | 35.03 | | 2002 | 13.65 | -6.40 | -34.18 | 12.59 | | 2001 | N/A | N/A | N/A | 18.44 | | 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 | 20 | 2021 | 0.99 | | 1-Month | 316 | 2113 | 14.96 | | 3-Month | 20 | 2091 | 0.96 | | 6-Month | 20 | 2064 | 0.97 | | 1-Year | 1 | 2011 | 0.05 | | 3-Year | 1336 | 1707 | 78.27 | | 5-Year | 821 | 1360 | 60.37 |
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0.36% Nasdaq 
0.90 (2.61%) 
Performance
