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| Morningstar Return Rating: | Above average | | Year to Date Return: | 29.00% | | 5-Year Average Return: | 5.65% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 20.51% | |
Worst 1-Yr Total Return (2008): | -32.51% | |
Best 3-Yr Total Return (2004-6): | 15.66% | |
Worst 3-Yr Total Return (2006-8): | -6.09% |
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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 | BPMCX | Category | Diff | Index* | Diff | | Year To Date | 29.00 | 23.00 | 6 | 17.05 | 11.95 | | 1-Month | -2.37 | -3.83 | 1.46 | -1.86 | -0.51 | | 3-Month | 7.30 | 6.04 | 1.26 | 5.48 | 1.82 | | 1-Year | 25.72 | 17.86 | 7.86 | 9.80 | 15.92 | | 3-Year | -0.84 | -6.76 | 5.92 | -7.02 | 6.18 | | 5-Year | 5.65 | 1.68 | 3.97 | 0.33 | 5.32 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.82 | 55.15 | 0.67 | 45.76 | 10.06 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.79 | -15.15 | 5.36 | -18.25 | 8.46 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BPMCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.51 | -36.77 | 4.26 | | 2007 | | | 5.09 | 0.83 | 4.26 | | 2006 | | | 16.76 | 15.87 | 0.89 | | 2005 | | | 9.96 | 8.82 | 1.14 | | 2004 | | | 20.51 | 17.85 | 2.66 | | 2003 | | | 36.37 | 33.85 | 2.52 | | 2002 | | | -14.74 | -13.25 | -1.49 | | 2001 | | | 8.37 | 6.67 | 1.70 | | 2000 | | | 14.51 | 18.45 | -3.94 | | 1999 | | | -4.54 | 8.50 | -13.04 |
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| PAST QUARTERLY RETURNS (%) FOR
BPMCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.37 | 19.63 | 19.24 | N/A | | 2008 | -9.10 | 0.69 | -5.60 | -21.89 | | 2007 | 4.69 | 7.59 | -2.72 | -4.09 | | 2006 | 5.39 | -2.90 | 2.99 | 10.79 | | 2005 | -1.31 | 4.69 | 3.21 | 3.12 | | 2004 | 5.57 | 2.23 | -1.67 | 13.56 | | 2003 | -3.74 | 18.74 | 5.14 | 13.48 | | 2002 | 8.92 | -9.69 | -19.33 | 7.45 | | 2001 | -4.61 | 11.59 | -13.61 | 17.84 | | 2000 | 2.58 | -0.19 | 6.91 | 4.61 | | 1999 | N/A | N/A | N/A | -1.25 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 63 | 424 | 14.86 | | 1-Month | 22 | 445 | 4.94 | | 3-Month | 66 | 440 | 15.00 | | 6-Month | 194 | 433 | 44.80 | | 1-Year | 49 | 419 | 11.69 | | 3-Year | 11 | 339 | 3.24 | | 5-Year | 13 | 249 | 5.22 |
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0.19% Nasdaq 
0.42%
Performance
