|
| Morningstar Return Rating: | Low | | Year to Date Return: | 87.08% | | 5-Year Average Return: | -1.68% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 41.73% | |
Worst 1-Yr Total Return (2008): | -71.20% | |
Best 3-Yr Total Return (2005-7): | 19.23% | |
Worst 3-Yr Total Return (2006-8): | -21.45% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BMPSX | Category | Diff | Index* | Diff | | Year To Date | 87.08 | 25.10 | 61.98 | 24.07 | 63.01 | | 1-Month | 16.78 | 5.28 | 11.5 | 6.00 | 10.78 | | 3-Month | 24.02 | 7.01 | 17.01 | 7.91 | 16.11 | | 1-Year | 91.29 | 28.01 | 63.28 | 25.39 | 65.9 | | 3-Year | -8.97 | -5.87 | -3.1 | -5.79 | -3.18 | | 5-Year | -1.68 | 0.64 | -2.32 | 0.71 | -2.39 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 129.24 | 46.08 | 83.16 | 45.76 | 83.48 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -52.16 | -17.41 | -34.75 | -18.25 | -33.91 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BMPSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -71.20 | -37.79 | -33.41 | | 2007 | | | 41.73 | 6.16 | 35.57 | | 2006 | | | 18.76 | 14.17 | 4.59 | | 2005 | | | 0.69 | 5.88 | -5.19 | | 2004 | | | 13.32 | 10.02 | 3.30 | | 2003 | | | 46.31 | 27.05 | 19.26 | | 2002 | | | -21.83 | -22.25 | 0.42 | | 2001 | | | N/A | -13.50 | N/A | | 2000 | | | N/A | -6.31 | N/A | | 1999 | | | N/A | 20.16 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
BMPSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.95 | 34.62 | 40.45 | N/A | | 2008 | -7.14 | 19.79 | -45.37 | -52.62 | | 2007 | 12.25 | 13.01 | 6.92 | 4.50 | | 2006 | 11.81 | -0.97 | -7.48 | 15.94 | | 2005 | 1.63 | -14.40 | 5.33 | 9.89 | | 2004 | -4.32 | 1.93 | 6.04 | 9.58 | | 2003 | -13.48 | 17.77 | 6.63 | 34.65 | | 2002 | 13.33 | -6.71 | -34.20 | 12.36 | | 2001 | N/A | N/A | N/A | 19.63 | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 20 | 2021 | 0.99 | | 1-Month | 507 | 2113 | 23.99 | | 3-Month | 167 | 2091 | 7.99 | | 6-Month | 20 | 2064 | 0.97 | | 1-Year | 2 | 2011 | 0.10 | | 3-Year | 1352 | 1707 | 79.20 | | 5-Year | 1032 | 1360 | 75.88 |
|
|
|
|
|
0.20% Nasdaq 
Performance
