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| Morningstar Return Rating: | Average | | Year to Date Return: | 28.30% | | 5-Year Average Return: | 0.11% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 14.28% | |
Worst 1-Yr Total Return (2008): | -40.28% | |
Best 3-Yr Total Return (2004-6): | 12.20% | |
Worst 3-Yr Total Return (2006-8): | -11.66% |
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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 | BPEQX | Category | Diff | Index* | Diff | | Year To Date | 28.30 | 25.10 | 3.2 | 24.07 | 4.23 | | 1-Month | 5.82 | 5.28 | 0.54 | 6.00 | -0.18 | | 3-Month | 8.10 | 7.01 | 1.09 | 7.91 | 0.19 | | 1-Year | 29.48 | 28.01 | 1.47 | 25.39 | 4.09 | | 3-Year | -7.62 | -5.87 | -1.75 | -5.79 | -1.83 | | 5-Year | 0.11 | 0.64 | -0.53 | 0.71 | -0.6 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 53.03 | 46.08 | 6.95 | 45.76 | 7.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -20.94 | -17.41 | -3.53 | -18.25 | -2.69 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BPEQX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.28 | -37.79 | -2.49 | | 2007 | | | 1.02 | 6.16 | -5.14 | | 2006 | | | 14.28 | 14.17 | 0.11 | | 2005 | | | 9.04 | 5.88 | 3.16 | | 2004 | | | 13.35 | 10.02 | 3.33 | | 2003 | | | 30.47 | 27.05 | 3.42 | | 2002 | | | -16.57 | -22.25 | 5.68 | | 2001 | | | 1.87 | -13.50 | 15.37 | | 2000 | | | 3.23 | -6.31 | 9.54 | | 1999 | | | -4.05 | 20.16 | -24.21 |
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| PAST QUARTERLY RETURNS (%) FOR
BPEQX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -10.99 | 19.55 | 17.21 | N/A | | 2008 | -9.88 | -2.26 | -7.95 | -26.34 | | 2007 | 0.40 | 6.61 | -1.35 | -4.33 | | 2006 | 3.63 | -2.23 | 5.53 | 6.88 | | 2005 | -1.53 | 3.02 | 3.44 | 3.91 | | 2004 | 1.08 | 2.13 | -0.62 | 10.48 | | 2003 | -3.86 | 17.25 | 2.11 | 13.34 | | 2002 | 3.42 | -10.55 | -17.20 | 8.92 | | 2001 | -3.83 | 6.70 | -12.76 | 13.79 | | 2000 | -5.83 | 1.45 | 3.11 | 4.79 | | 1999 | N/A | N/A | N/A | 1.30 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 383 | 2021 | 18.95 | | 1-Month | 232 | 2113 | 10.98 | | 3-Month | 606 | 2091 | 28.98 | | 6-Month | 598 | 2064 | 28.97 | | 1-Year | 303 | 2011 | 15.07 | | 3-Year | 1155 | 1707 | 67.66 | | 5-Year | 703 | 1360 | 51.69 |
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0.02% Nasdaq 
0.33%
Performance
