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| Morningstar Return Rating: | Average | | Year to Date Return: | 27.94% | | 5-Year Average Return: | -0.17% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.98% | |
Worst 1-Yr Total Return (2008): | -40.44% | |
Best 3-Yr Total Return (2004-6): | 11.91% | |
Worst 3-Yr Total Return (2006-8): | -11.90% |
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| 1-Year: | -13.41% | | 3-Year: | -9.00% | | 5-Year: | -0.71% | | 10-Year: | 1.25% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BNEQX | Category | Diff | Index* | Diff | | Year To Date | 27.94 | 25.10 | 2.84 | 24.07 | 3.87 | | 1-Month | 5.81 | 5.28 | 0.53 | 6.00 | -0.19 | | 3-Month | 8.05 | 7.01 | 1.04 | 7.91 | 0.14 | | 1-Year | 29.06 | 28.01 | 1.05 | 25.39 | 3.67 | | 3-Year | -7.88 | -5.87 | -2.01 | -5.79 | -2.09 | | 5-Year | -0.17 | 0.64 | -0.81 | 0.71 | -0.88 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 52.67 | 46.08 | 6.59 | 45.76 | 6.91 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.14 | -17.41 | -3.73 | -18.25 | -2.89 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BNEQX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.44 | -37.79 | -2.65 | | 2007 | | | 0.75 | 6.16 | -5.41 | | 2006 | | | 13.98 | 14.17 | -0.19 | | 2005 | | | 8.76 | 5.88 | 2.88 | | 2004 | | | 13.06 | 10.02 | 3.04 | | 2003 | | | 30.07 | 27.05 | 3.02 | | 2002 | | | -16.87 | -22.25 | 5.38 | | 2001 | | | 1.58 | -13.50 | 15.08 | | 2000 | | | 2.95 | -6.31 | 9.26 | | 1999 | | | -4.22 | 20.16 | -24.38 |
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| PAST QUARTERLY RETURNS (%) FOR
BNEQX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.10 | 19.46 | 17.16 | N/A | | 2008 | -9.94 | -2.41 | -8.00 | -26.35 | | 2007 | 0.35 | 6.54 | -1.42 | -4.41 | | 2006 | 3.61 | -2.36 | 5.49 | 6.81 | | 2005 | -1.58 | 2.98 | 3.36 | 3.82 | | 2004 | 1.03 | 2.06 | -0.65 | 10.37 | | 2003 | -3.88 | 17.20 | 2.05 | 13.15 | | 2002 | 3.31 | -10.58 | -17.22 | 8.70 | | 2001 | -3.91 | 6.63 | -12.77 | 13.67 | | 2000 | -5.97 | 1.46 | 3.00 | 4.76 | | 1999 | N/A | N/A | N/A | 1.29 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 404 | 2021 | 19.99 | | 1-Month | 253 | 2113 | 11.97 | | 3-Month | 648 | 2091 | 30.99 | | 6-Month | 639 | 2064 | 30.96 | | 1-Year | 319 | 2011 | 15.86 | | 3-Year | 1208 | 1707 | 70.77 | | 5-Year | 796 | 1360 | 58.53 |
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0.51% Nasdaq 
Performance
