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| Morningstar Return Rating: | High | | Year to Date Return: | 33.73% | | 5-Year Average Return: | 2.74% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 16.47% | |
Worst 1-Yr Total Return (2008): | -34.82% | |
Best 3-Yr Total Return (2004-6): | 13.15% | |
Worst 3-Yr Total Return (2006-8): | -11.34% |
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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 | BPSCX | Category | Diff | Index* | Diff | | Year To Date | 33.73 | 19.19 | 14.54 | 17.05 | 16.68 | | 1-Month | -4.32 | -5.16 | 0.84 | -1.86 | -2.46 | | 3-Month | 6.93 | 4.11 | 2.82 | 5.48 | 1.45 | | 1-Year | 29.46 | 11.22 | 18.24 | 9.80 | 19.66 | | 3-Year | -5.20 | -7.72 | 2.52 | -7.02 | 1.82 | | 5-Year | 2.74 | 1.02 | 1.72 | 0.33 | 2.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 78.09 | 60.83 | 17.26 | 45.76 | 32.33 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -9.20 | -15.36 | 6.16 | -18.25 | 9.05 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BPSCX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -34.82 | -32.24 | -2.58 | | 2007 | | | -7.56 | -6.08 | -1.48 | | 2006 | | | 15.66 | 16.27 | -0.61 | | 2005 | | | 7.54 | 6.40 | 1.14 | | 2004 | | | 16.47 | 21.14 | -4.67 | | 2003 | | | 52.90 | 42.38 | 10.52 | | 2002 | | | -15.94 | -10.12 | -5.82 | | 2001 | | | 47.49 | 15.92 | 31.57 | | 2000 | | | 44.41 | 18.64 | 25.77 | | 1999 | | | 6.25 | 6.78 | -0.53 |
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| PAST QUARTERLY RETURNS (%) FOR
BPSCX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -12.73 | 29.32 | 23.84 | N/A | | 2008 | -9.25 | -3.21 | 0.85 | -26.42 | | 2007 | 2.48 | 4.10 | -8.28 | -5.53 | | 2006 | 7.92 | -4.48 | 1.43 | 10.62 | | 2005 | -3.30 | 4.44 | 4.25 | 2.15 | | 2004 | 8.57 | -1.22 | -4.61 | 13.86 | | 2003 | -5.82 | 29.19 | 8.91 | 15.39 | | 2002 | 6.46 | -2.59 | -21.19 | 2.85 | | 2001 | 14.99 | 22.15 | -14.87 | 23.35 | | 2000 | 8.88 | 8.26 | 12.72 | 8.69 | | 1999 | N/A | N/A | N/A | 2.48 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 46 | 390 | 11.79 | | 1-Month | 129 | 406 | 31.77 | | 3-Month | 72 | 405 | 17.78 | | 6-Month | 43 | 396 | 10.86 | | 1-Year | 19 | 381 | 4.99 | | 3-Year | 82 | 317 | 25.87 | | 5-Year | 54 | 242 | 22.31 |
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0.22% Nasdaq 
Performance
