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| Morningstar Return Rating: | High | | Year to Date Return: | -2.87% | | 5-Year Average Return: | 4.85% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 37.21% | |
Worst 1-Yr Total Return (2008): | -32.88% | |
Best 3-Yr Total Return (2005-7): | 11.97% | |
Worst 3-Yr Total Return (2006-8): | -2.94% |
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| 1-Year: | 36.21% | | 3-Year: | 1.35% | | 5-Year: | 5.27% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BOPCX | Category | Diff | Index* | Diff | | Year To Date | -2.87 | -4.87 | 2 | -3.60 | 0.73 | | 1-Month | -2.87 | -4.87 | 2 | -3.60 | 0.73 | | 3-Month | 4.41 | 3.82 | 0.59 | 4.16 | 0.25 | | 1-Year | 35.56 | 35.76 | -0.2 | 33.14 | 2.42 | | 3-Year | -0.88 | -5.20 | 4.32 | -7.24 | 6.36 | | 5-Year | 4.85 | 0.87 | 3.98 | 0.18 | 4.67 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.04 | 44.07 | -5.03 | 45.76 | -6.72 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.25 | -18.03 | 2.78 | -18.25 | 3 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BOPCX | Category | Diff | | 2009 | | | 37.21 | 35.68 | 1.53 | | 2008 | | | -32.88 | -40.67 | 7.79 | | 2007 | | | 13.03 | 13.35 | -0.32 | | 2006 | | | 20.51 | 7.05 | 13.46 | | 2005 | | | 3.07 | 6.71 | -3.64 | | 2004 | | | 26.47 | 7.81 | 18.66 | | 2003 | | | N/A | 28.66 | N/A | | 2002 | | | N/A | -27.64 | N/A | | 2001 | | | N/A | -22.30 | N/A | | 2000 | | | N/A | -13.05 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BOPCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.78 | 18.23 | 12.11 | 5.40 | | 2008 | -4.25 | 0.00 | -9.62 | -22.44 | | 2007 | 5.31 | 7.41 | -0.28 | 0.22 | | 2006 | 4.62 | 1.74 | 5.26 | 7.56 | | 2005 | 1.03 | 0.74 | 2.82 | -1.51 | | 2004 | 7.38 | 1.20 | 2.21 | 13.87 | | 2003 | N/A | N/A | 5.11 | 11.80 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 37 | 1882 | 1.97 | | 1-Month | 37 | 1882 | 1.97 | | 3-Month | 224 | 1867 | 12.00 | | 6-Month | 576 | 1860 | 30.97 | | 1-Year | 799 | 1787 | 44.71 | | 3-Year | 84 | 1545 | 5.44 | | 5-Year | 44 | 1265 | 3.48 |
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1.52% Nasdaq 0.00%
Performance
