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| Morningstar Return Rating: | Above average | | Year to Date Return: | 29.12% | | 5-Year Average Return: | 5.91% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 20.91% | |
Worst 1-Yr Total Return (2008): | -32.29% | |
Best 3-Yr Total Return (2004-6): | 15.94% | |
Worst 3-Yr Total Return (2006-8): | -5.85% |
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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 | BPMIX | Category | Diff | Index* | Diff | | Year To Date | 29.12 | 23.00 | 6.12 | 17.05 | 12.07 | | 1-Month | -2.31 | -3.83 | 1.52 | -1.86 | -0.45 | | 3-Month | 7.35 | 6.04 | 1.31 | 5.48 | 1.87 | | 1-Year | 26.00 | 17.86 | 8.14 | 9.80 | 16.2 | | 3-Year | -0.61 | -6.76 | 6.15 | -7.02 | 6.41 | | 5-Year | 5.91 | 1.68 | 4.23 | 0.33 | 5.58 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 55.94 | 55.15 | 0.79 | 45.76 | 10.18 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.50 | -15.15 | 5.65 | -18.25 | 8.75 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BPMIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.29 | -36.77 | 4.48 | | 2007 | | | 5.39 | 0.83 | 4.56 | | 2006 | | | 16.94 | 15.87 | 1.07 | | 2005 | | | 10.23 | 8.82 | 1.41 | | 2004 | | | 20.91 | 17.85 | 3.06 | | 2003 | | | 36.53 | 33.85 | 2.68 | | 2002 | | | -14.44 | -13.25 | -1.19 | | 2001 | | | 8.58 | 6.67 | 1.91 | | 2000 | | | 14.66 | 18.45 | -3.79 | | 1999 | | | -4.20 | 8.50 | -12.70 |
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| PAST QUARTERLY RETURNS (%) FOR
BPMIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.32 | 19.57 | 19.26 | N/A | | 2008 | -8.95 | 0.67 | -5.55 | -21.79 | | 2007 | 4.77 | 7.68 | -2.65 | -4.03 | | 2006 | 5.38 | -2.85 | 3.09 | 10.80 | | 2005 | -1.29 | 4.77 | 3.23 | 3.24 | | 2004 | 5.67 | 2.28 | -1.58 | 13.67 | | 2003 | -3.69 | 18.73 | 5.17 | 13.54 | | 2002 | 9.12 | -9.76 | -19.25 | 7.61 | | 2001 | -4.57 | 11.67 | -13.57 | 17.89 | | 2000 | 2.56 | -0.09 | 6.94 | 4.64 | | 1999 | N/A | N/A | N/A | -1.10 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 59 | 424 | 13.92 | | 1-Month | 17 | 445 | 3.82 | | 3-Month | 70 | 440 | 15.91 | | 6-Month | 199 | 433 | 45.96 | | 1-Year | 47 | 419 | 11.22 | | 3-Year | 8 | 339 | 2.36 | | 5-Year | 5 | 249 | 2.01 |
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0.01% Nasdaq 
0.22%
Performance
