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| Morningstar Return Rating: | High | | Year to Date Return: | 27.65% | | 5-Year Average Return: | 6.04% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 26.47% | |
Worst 1-Yr Total Return (2008): | -32.88% | |
Best 3-Yr Total Return (2004-6): | 16.24% | |
Worst 3-Yr Total Return (2006-8): | -2.94% |
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| 1-Year: | 0.02% | | 3-Year: | 2.04% | | 5-Year: | 6.91% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BOPCX | Category | Diff | Index* | Diff | | Year To Date | 27.65 | 25.80 | 1.85 | 17.05 | 10.6 | | 1-Month | -1.94 | -4.37 | 2.43 | -1.86 | -0.08 | | 3-Month | 4.77 | 4.09 | 0.68 | 5.48 | -0.71 | | 1-Year | 20.96 | 16.23 | 4.73 | 9.80 | 11.16 | | 3-Year | 0.32 | -5.36 | 5.68 | -7.02 | 7.34 | | 5-Year | 6.04 | 1.68 | 4.36 | 0.33 | 5.71 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.04 | 47.87 | -8.83 | 45.76 | -6.72 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.25 | -19.87 | 4.62 | -18.25 | 3 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BOPCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.88 | -43.77 | 10.89 | | 2007 | | | 13.03 | 15.09 | -2.06 | | 2006 | | | 20.51 | 9.00 | 11.51 | | 2005 | | | 3.07 | 9.84 | -6.77 | | 2004 | | | 26.47 | 13.23 | 13.24 | | 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
BOPCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.78 | 18.23 | 12.11 | N/A | | 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 | | 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 | 449 | 848 | 52.95 | | 1-Month | 63 | 901 | 6.99 | | 3-Month | 511 | 898 | 56.90 | | 6-Month | 503 | 868 | 57.95 | | 1-Year | 365 | 847 | 43.09 | | 3-Year | 53 | 749 | 7.08 | | 5-Year | 26 | 636 | 4.09 |
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0.18% Nasdaq 0.00%
Performance
