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| Morningstar Return Rating: | High | | Year to Date Return: | 22.06% | | 5-Year Average Return: | 5.07% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 20.57% | |
Worst 1-Yr Total Return (2008): | -27.26% | |
Best 3-Yr Total Return (2004-6): | 15.94% | |
Worst 3-Yr Total Return (2006-8): | -4.60% |
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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 | BPAIX | Category | Diff | Index* | Diff | | Year To Date | 22.06 | 15.79 | 6.27 | 17.05 | 5.01 | | 1-Month | -1.54 | -2.21 | 0.67 | -1.86 | 0.32 | | 3-Month | 7.49 | 5.62 | 1.87 | 5.48 | 2.01 | | 1-Year | 21.02 | 9.52 | 11.5 | 9.80 | 11.22 | | 3-Year | -1.69 | -8.36 | 6.67 | -7.02 | 5.33 | | 5-Year | 5.07 | 0.18 | 4.89 | 0.33 | 4.74 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.20 | 46.84 | 2.36 | 45.76 | 3.44 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -5.88 | -16.40 | 10.52 | -18.25 | 12.37 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BPAIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -27.26 | -37.09 | 9.83 | | 2007 | | | 1.47 | 1.42 | 0.05 | | 2006 | | | 17.63 | 18.15 | -0.52 | | 2005 | | | 9.88 | 5.95 | 3.93 | | 2004 | | | 20.57 | 12.97 | 7.60 | | 2003 | | | 37.13 | 28.44 | 8.69 | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BPAIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.17 | 18.60 | 17.68 | N/A | | 2008 | -7.90 | -0.44 | -6.76 | -14.92 | | 2007 | 0.56 | 6.96 | -1.57 | -4.15 | | 2006 | 4.79 | -1.42 | 4.24 | 9.23 | | 2005 | 0.28 | 4.42 | 3.84 | 1.06 | | 2004 | 5.83 | 2.26 | 0.96 | 10.35 | | 2003 | -4.36 | 18.56 | 4.80 | 15.38 | | 2002 | N/A | N/A | N/A | 5.95 | | 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 | 186 | 1335 | 13.93 | | 1-Month | 441 | 1379 | 31.98 | | 3-Month | 123 | 1368 | 8.99 | | 6-Month | 255 | 1346 | 18.95 | | 1-Year | 66 | 1318 | 5.01 | | 3-Year | 15 | 1124 | 1.33 | | 5-Year | 11 | 934 | 1.18 |
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0.83% Nasdaq 0.00%
Performance
