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| Morningstar Return Rating: | High | | Year to Date Return: | 19.69% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 13.10% | |
Worst 1-Yr Total Return (2008): | -27.76% | |
Best 3-Yr Total Return (2006-8): | -3.16% | |
Worst 3-Yr Total Return (2006-8): | -3.16% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BOSOX | Category | Diff | Index* | Diff | | Year To Date | 19.69 | 25.65 | -5.96 | 24.07 | -4.38 | | 1-Month | 3.21 | 3.38 | -0.17 | 6.00 | -2.79 | | 3-Month | 3.32 | 3.71 | -0.39 | 7.91 | -4.59 | | 1-Year | 22.94 | 31.83 | -8.89 | 25.39 | -2.45 | | 3-Year | -1.32 | -7.28 | 5.96 | -5.79 | 4.47 | | 5-Year | N/A | -0.38 | N/A | 0.71 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 50.60 | 53.06 | -2.46 | 45.76 | 4.84 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.59 | -19.68 | 4.09 | -18.25 | 2.66 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BOSOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.76 | -41.55 | 13.79 | | 2007 | | | 11.16 | 7.59 | 3.57 | | 2006 | | | 13.10 | 10.81 | 2.29 | | 2005 | | | N/A | 6.02 | N/A | | 2004 | | | N/A | 12.41 | N/A | | 2003 | | | N/A | 45.54 | N/A | | 2002 | | | N/A | -27.88 | N/A | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BOSOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.45 | 20.53 | 16.46 | N/A | | 2008 | -6.35 | 1.28 | -2.71 | -21.72 | | 2007 | 5.38 | 6.32 | 1.79 | -2.53 | | 2006 | 10.62 | -6.31 | 0.29 | 8.81 | | 2005 | N/A | N/A | N/A | N/A | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 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 | 565 | 786 | 71.88 | | 1-Month | 155 | 816 | 19.00 | | 3-Month | 105 | 815 | 12.88 | | 6-Month | 144 | 802 | 17.96 | | 1-Year | 527 | 781 | 67.48 | | 3-Year | 17 | 667 | 2.55 | | 5-Year | | 563 | N/A |
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0.20% Nasdaq 
Performance
