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| Morningstar Return Rating: | Below average | | Year to Date Return: | 23.54% | | 5-Year Average Return: | -2.73% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 10.70% | |
Worst 1-Yr Total Return (2008): | -44.28% | |
Best 3-Yr Total Return (2004-6): | 8.44% | |
Worst 3-Yr Total Return (2006-8): | -14.20% |
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| 1-Year: | -18.58% | | 3-Year: | -9.72% | | 5-Year: | -1.58% | | 10-Year: | 4.28% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BNSCX | Category | Diff | Index* | Diff | | Year To Date | 23.54 | 25.65 | -2.11 | 24.07 | -0.53 | | 1-Month | 2.95 | 3.38 | -0.43 | 6.00 | -3.05 | | 3-Month | 3.50 | 3.71 | -0.21 | 7.91 | -4.41 | | 1-Year | 29.28 | 31.83 | -2.55 | 25.39 | 3.89 | | 3-Year | -10.78 | -7.28 | -3.5 | -5.79 | -4.99 | | 5-Year | -2.73 | -0.38 | -2.35 | 0.71 | -3.44 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 48.66 | 53.06 | -4.4 | 45.76 | 2.9 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -29.04 | -19.68 | -9.36 | -18.25 | -10.79 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BNSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.28 | -41.55 | -2.73 | | 2007 | | | 4.68 | 7.59 | -2.91 | | 2006 | | | 8.28 | 10.81 | -2.53 | | 2005 | | | 6.38 | 6.02 | 0.36 | | 2004 | | | 10.70 | 12.41 | -1.71 | | 2003 | | | 44.33 | 45.54 | -1.21 | | 2002 | | | -18.55 | -27.88 | 9.33 | | 2001 | | | -10.63 | -8.91 | -1.72 | | 2000 | | | 22.21 | -3.85 | 26.06 | | 1999 | | | 41.14 | 64.77 | -23.63 |
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| PAST QUARTERLY RETURNS (%) FOR
BNSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.49 | 19.72 | 17.06 | N/A | | 2008 | -11.28 | 5.80 | -12.62 | -32.07 | | 2007 | 4.74 | 4.52 | -1.00 | -3.41 | | 2006 | 11.74 | -7.09 | -0.90 | 5.25 | | 2005 | -4.42 | 5.08 | 5.13 | 0.75 | | 2004 | 0.00 | -0.35 | -3.15 | 14.70 | | 2003 | -4.28 | 20.77 | 12.00 | 11.47 | | 2002 | 3.01 | -10.42 | -14.80 | 3.59 | | 2001 | -18.26 | 16.01 | -20.70 | 18.85 | | 2000 | 22.30 | 6.32 | 6.13 | -11.44 | | 1999 | N/A | N/A | N/A | 32.83 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 432 | 786 | 54.96 | | 1-Month | 685 | 816 | 83.95 | | 3-Month | 497 | 815 | 60.98 | | 6-Month | 336 | 802 | 41.90 | | 1-Year | 361 | 781 | 46.22 | | 3-Year | 482 | 667 | 72.26 | | 5-Year | 402 | 563 | 71.40 |
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