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| Morningstar Return Rating: | Below average | | Year to Date Return: | 18.23% | | 5-Year Average Return: | -2.65% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 19.80% | |
Worst 1-Yr Total Return (2008): | -38.95% | |
Best 3-Yr Total Return (2004-6): | 8.26% | |
Worst 3-Yr Total Return (2006-8): | -11.33% |
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| 1-Year: | -10.22% | | 3-Year: | -9.08% | | 5-Year: | -2.65% | | 10-Year: | 2.51% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BOYAX | Category | Diff | Index* | Diff | | Year To Date | 18.23 | 18.65 | -0.42 | 17.05 | 1.18 | | 1-Month | -4.16 | -2.18 | -1.98 | -1.86 | -2.3 | | 3-Month | 7.76 | 5.08 | 2.68 | 5.48 | 2.28 | | 1-Year | 8.03 | 11.86 | -3.83 | 9.80 | -1.77 | | 3-Year | -9.96 | -6.78 | -3.18 | -7.02 | -2.94 | | 5-Year | -2.65 | 0.49 | -3.14 | 0.33 | -2.98 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.08 | 45.26 | 10.82 | 45.76 | 10.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -15.57 | -15.99 | 0.42 | -18.25 | 2.68 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BOYAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -38.95 | -37.79 | -1.16 | | 2007 | | | -4.70 | 6.16 | -10.86 | | 2006 | | | 19.80 | 14.17 | 5.63 | | 2005 | | | 0.04 | 5.88 | -5.84 | | 2004 | | | 5.87 | 10.02 | -4.15 | | 2003 | | | 25.90 | 27.05 | -1.15 | | 2002 | | | -10.45 | -22.25 | 11.80 | | 2001 | | | 15.34 | -13.50 | 28.84 | | 2000 | | | 7.11 | -6.31 | 13.42 | | 1999 | | | 14.24 | 20.16 | -5.92 |
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| PAST QUARTERLY RETURNS (%) FOR
BOYAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -13.54 | 20.71 | 18.20 | N/A | | 2008 | -8.80 | -10.01 | -2.88 | -23.39 | | 2007 | -0.70 | 5.05 | -2.56 | -6.24 | | 2006 | 4.24 | -0.32 | 4.60 | 10.23 | | 2005 | 0.13 | 0.85 | -0.71 | -0.22 | | 2004 | 1.39 | -0.61 | -1.79 | 6.99 | | 2003 | -2.81 | 16.62 | 3.15 | 7.68 | | 2002 | 2.47 | -6.65 | -10.49 | 4.60 | | 2001 | 3.97 | 10.38 | -8.95 | 10.38 | | 2000 | 7.12 | 0.17 | 3.70 | -3.74 | | 1999 | N/A | N/A | N/A | 6.36 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1026 | 2013 | 50.97 | | 1-Month | 2004 | 2110 | 94.98 | | 3-Month | 1964 | 2090 | 93.97 | | 6-Month | 1762 | 2049 | 85.99 | | 1-Year | 823 | 1999 | 41.17 | | 3-Year | 1255 | 1694 | 74.09 | | 5-Year | 1028 | 1352 | 76.04 |
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0.18% Nasdaq 
0.42%
Performance
