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| Morningstar Return Rating: | High | | Year to Date Return: | 28.39% | | 5-Year Average Return: | 6.83% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 27.38% | |
Worst 1-Yr Total Return (2008): | -32.33% | |
Best 3-Yr Total Return (2004-6): | 17.11% | |
Worst 3-Yr Total Return (2006-8): | -2.19% |
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| 1-Year: | -4.12% | | 3-Year: | 0.80% | | 5-Year: | 6.45% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BOPAX | Category | Diff | Index* | Diff | | Year To Date | 28.39 | 25.80 | 2.59 | 17.05 | 11.34 | | 1-Month | -1.91 | -4.37 | 2.46 | -1.86 | -0.05 | | 3-Month | 4.89 | 4.09 | 0.8 | 5.48 | -0.59 | | 1-Year | 21.78 | 16.23 | 5.55 | 9.80 | 11.98 | | 3-Year | 1.06 | -5.36 | 6.42 | -7.02 | 8.08 | | 5-Year | 6.83 | 1.68 | 5.15 | 0.33 | 6.5 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.62 | 47.87 | -8.25 | 45.76 | -6.14 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.63 | -19.87 | 5.24 | -18.25 | 3.62 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BOPAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.33 | -43.77 | 11.44 | | 2007 | | | 13.89 | 15.09 | -1.20 | | 2006 | | | 21.41 | 9.00 | 12.41 | | 2005 | | | 3.85 | 9.84 | -5.99 | | 2004 | | | 27.38 | 13.23 | 14.15 | | 2003 | | | N/A | 35.96 | N/A | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BOPAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.61 | 18.42 | 12.34 | N/A | | 2008 | -4.03 | 0.12 | -9.39 | -22.28 | | 2007 | 5.52 | 7.58 | -0.05 | 0.38 | | 2006 | 4.80 | 1.96 | 5.46 | 7.74 | | 2005 | 1.22 | 1.00 | 2.98 | -1.36 | | 2004 | 7.60 | 1.43 | 2.35 | 14.04 | | 2003 | N/A | N/A | 5.41 | 11.96 | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 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 | 432 | 848 | 50.94 | | 1-Month | 54 | 901 | 5.99 | | 3-Month | 466 | 898 | 51.89 | | 6-Month | 468 | 868 | 53.92 | | 1-Year | 330 | 847 | 38.96 | | 3-Year | 32 | 749 | 4.27 | | 5-Year | 12 | 636 | 1.89 |
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0.18% Nasdaq 
0.04 (0.27%) 
Performance
