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| Morningstar Return Rating: | High | | Year to Date Return: | 73.79% | | 5-Year Average Return: | 13.19% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2005): | 16.98% | |
Worst 1-Yr Total Return (2008): | -21.33% | |
Best 3-Yr Total Return (2004-6): | 13.65% | |
Worst 3-Yr Total Return (2006-8): | -4.39% |
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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 | BPLEX | Category | Diff | Index* | Diff | | Year To Date | 73.79 | 7.62 | 66.17 | 0.94 | 72.85 | | 1-Month | -0.81 | -0.77 | -0.04 | 0.03 | -0.84 | | 3-Month | 10.99 | 2.00 | 8.99 | 0.13 | 10.86 | | 1-Year | 60.30 | 5.82 | 54.48 | 1.69 | 58.61 | | 3-Year | 10.88 | -1.96 | 12.84 | 3.75 | 7.13 | | 5-Year | 13.19 | 2.10 | 11.09 | 3.78 | 9.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 93.00 | 14.00 | 79 | 0.68 | 92.32 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 29.63 | -4.72 | 34.35 | 2.21 | 27.42 |
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| | * Index means [
ML USD LIBOR 3 Mon CM
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BPLEX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.33 | -15.40 | -5.93 | | 2007 | | | -4.42 | 4.42 | -8.84 | | 2006 | | | 16.22 | 7.23 | 8.99 | | 2005 | | | 16.98 | 4.77 | 12.21 | | 2004 | | | 7.96 | 5.06 | 2.90 | | 2003 | | | -2.17 | 8.46 | -10.63 | | 2002 | | | -0.82 | 2.05 | -2.87 | | 2001 | | | 24.97 | 5.37 | 19.60 | | 2000 | | | 59.86 | 9.57 | 50.29 | | 1999 | | | -12.98 | 3.99 | -16.97 |
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| PAST QUARTERLY RETURNS (%) FOR
BPLEX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.66 | 38.45 | 25.73 | N/A | | 2008 | -3.90 | -0.63 | 2.25 | -19.44 | | 2007 | 1.48 | 0.28 | -5.76 | -0.33 | | 2006 | -6.39 | 8.55 | 7.40 | 6.49 | | 2005 | 6.35 | 2.47 | 5.00 | 2.23 | | 2004 | -1.94 | -0.64 | 5.90 | 4.63 | | 2003 | -3.86 | 0.21 | -0.56 | 2.12 | | 2002 | -1.03 | 5.52 | -9.10 | 4.48 | | 2001 | 15.61 | -1.07 | 6.99 | 2.13 | | 2000 | 8.00 | 11.16 | 12.60 | 18.26 | | 1999 | N/A | N/A | N/A | -11.21 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 2 | 202 | 0.99 | | 1-Month | 173 | 238 | 72.69 | | 3-Month | 18 | 229 | 7.86 | | 6-Month | 2 | 213 | 0.94 | | 1-Year | 2 | 193 | 1.04 | | 3-Year | 2 | 116 | 1.72 | | 5-Year | 2 | 65 | 3.08 |
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1.28% Nasdaq 
Performance
