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    More On BOGIX


    Bogle Small Cap Growth Instl (BOGIX)

    33.92 Up 0.38(1.13%) Apr 20

    Performance Overview as of Mar 30, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:5.00
    Year-to-Date Return:6.24%
    5-Year Average Return:18.31%
    Number of Years Up:11
    Number of Years Down:4
    Best 1 Yr Total Return (2003-12-31):58.80%
    Worst 1 Yr Total Return (2008-12-31):-48.19%
    Best 3-Yr Total Return (N/A):27.37%
    Worst 3-Yr Total Return (N/A):-17.31%
    Load Adjusted Returns 
    1-Year:6.46%
    3-Year:19.86%
    5-Year:18.31%
    10-Year:9.44%
    Trailing Returns (%) vs. Benchmarks 
    ReturnBOGIXCategoryDiffIndex*Diff
    Year To Date6.24N/AN/AN/AN/A
    1-Month1.35N/AN/AN/AN/A
    3-Month6.24N/AN/AN/AN/A
    1-Year6.46N/AN/AN/AN/A
    3-Year19.86N/AN/AN/AN/A
    5-Year18.31N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)30.94N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-26.80N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearBOGIXCategoryDiff
    2015N/AN/AN/A
    2014
     
    2.38N/AN/A
    2013
     
    46.87N/AN/A
    2012
     
    26.17N/AN/A
    2011
     
    -4.92N/AN/A
    2010
     
    29.25N/AN/A
    2009
     
    45.88N/AN/A
    2008
     
    -48.19N/AN/A
    2007
     
    -5.49N/AN/A
    2006
     
    15.48N/AN/A
    2005
     
    17.38N/AN/A
    2004
     
    10.86N/AN/A
    2003
     
    58.80N/AN/A
    2002
     
    -17.58N/AN/A
    2001
     
    5.22N/AN/A
    2000
     
    26.80N/AN/A
    Past Quarterly Returns (%) for BOGIX 
    Q1Q2Q3Q4
    20156.24N/AN/AN/A
    20142.174.38-4.310.32
    201313.683.3811.5712.01
    201217.04-5.868.525.52
    201110.190.36-24.0513.20
    20106.87-10.6215.6117.03
    2009-12.1133.3719.773.91
    2008-15.25-4.28-10.51-28.63
    20072.236.85-5.89-8.06
    200615.64-6.24-2.329.04
    2005-2.654.479.565.34
    20045.54-1.19-3.359.99
    2003-3.1924.3912.5117.21
    20026.60-5.36-18.900.73
    2001-8.6716.42-13.4214.30
    200016.015.527.43-3.57
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date7N/A
    1-Month64N/A
    3-Month7N/A
    6-Month88N/A
    1-Year60N/A
    3-Year1N/A
    5-Year2N/A