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| Morningstar Return Rating: | High | | Year to Date Return: | -2.58% | | 5-Year Average Return: | 4.43% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2009): | 30.97% | |
Worst 1-Yr Total Return (2008): | -27.26% | |
Best 3-Yr Total Return (2005-7): | 9.46% | |
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 | -2.58 | -2.97 | 0.39 | -3.60 | 1.02 | | 1-Month | -2.58 | -2.97 | 0.39 | -3.60 | 1.02 | | 3-Month | 4.53 | 3.98 | 0.55 | 4.16 | 0.37 | | 1-Year | 37.30 | 32.89 | 4.41 | 33.14 | 4.16 | | 3-Year | -2.42 | -8.60 | 6.18 | -7.24 | 4.82 | | 5-Year | 4.43 | -0.19 | 4.62 | 0.18 | 4.25 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.20 | 47.48 | 1.72 | 45.76 | 3.44 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -5.88 | -17.06 | 11.18 | -18.25 | 12.37 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BPAIX | Category | Diff | | 2009 | | | 30.97 | 24.13 | 6.84 | | 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 |
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| PAST QUARTERLY RETURNS (%) FOR
BPAIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.17 | 18.60 | 17.68 | 5.64 | | 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 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 212 | 1325 | 16.00 | | 1-Month | 198 | 1325 | 14.94 | | 3-Month | 262 | 1313 | 19.95 | | 6-Month | 129 | 1296 | 9.95 | | 1-Year | 208 | 1268 | 16.40 | | 3-Year | 25 | 1104 | 2.26 | | 5-Year | 10 | 914 | 1.09 |
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1.52% Nasdaq 0.00%
Performance
