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| Morningstar Return Rating: | High | | Year to Date Return: | 74.15% | | 5-Year Average Return: | 13.45% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2005): | 17.26% | |
Worst 1-Yr Total Return (2008): | -21.15% | |
Best 3-Yr Total Return (2004-6): | 13.95% | |
Worst 3-Yr Total Return (2006-8): | -4.16% |
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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 | BPLSX | Category | Diff | Index* | Diff | | Year To Date | 74.15 | 7.62 | 66.53 | 0.94 | 73.21 | | 1-Month | -0.85 | -0.77 | -0.08 | 0.03 | -0.88 | | 3-Month | 11.04 | 2.00 | 9.04 | 0.13 | 10.91 | | 1-Year | 60.62 | 5.82 | 54.8 | 1.69 | 58.93 | | 3-Year | 11.15 | -1.96 | 13.11 | 3.75 | 7.4 | | 5-Year | 13.45 | 2.10 | 11.35 | 3.78 | 9.67 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 93.18 | 14.00 | 79.18 | 0.68 | 92.5 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 30.02 | -4.72 | 34.74 | 2.21 | 27.81 |
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| | * Index means [
ML USD LIBOR 3 Mon CM
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BPLSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -21.15 | -15.40 | -5.75 | | 2007 | | | -4.24 | 4.42 | -8.66 | | 2006 | | | 16.60 | 7.23 | 9.37 | | 2005 | | | 17.26 | 4.77 | 12.49 | | 2004 | | | 8.21 | 5.06 | 3.15 | | 2003 | | | -1.96 | 8.46 | -10.42 | | 2002 | | | -0.51 | 2.05 | -2.56 | | 2001 | | | 25.24 | 5.37 | 19.87 | | 2000 | | | 60.20 | 9.57 | 50.63 | | 1999 | | | -12.82 | 3.99 | -16.81 |
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| PAST QUARTERLY RETURNS (%) FOR
BPLSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 0.75 | 38.60 | 25.78 | N/A | | 2008 | -3.83 | -0.55 | 2.34 | -19.45 | | 2007 | 1.51 | 0.33 | -5.73 | -0.27 | | 2006 | -6.27 | 8.52 | 7.56 | 6.58 | | 2005 | 6.44 | 2.57 | 5.02 | 2.26 | | 2004 | -1.86 | -0.63 | 6.01 | 4.67 | | 2003 | -3.85 | 0.28 | -0.49 | 2.18 | | 2002 | -0.96 | 5.64 | -9.08 | 4.60 | | 2001 | 15.70 | -1.01 | 6.92 | 2.27 | | 2000 | 8.00 | 11.17 | 12.72 | 18.36 | | 1999 | N/A | N/A | N/A | -10.95 |
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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 | 161 | 238 | 67.65 | | 3-Month | 16 | 229 | 6.99 | | 6-Month | 2 | 213 | 0.94 | | 1-Year | 1 | 193 | 0.52 | | 3-Year | 1 | 116 | 0.86 | | 5-Year | 1 | 65 | 1.54 |
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1.00% Nasdaq 
Performance
