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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.31% | | 5-Year Average Return: | 2.13% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 42.35% | |
Worst 1-Yr Total Return (2008): | -46.67% | |
Best 3-Yr Total Return (2004-6): | 25.54% | |
Worst 3-Yr Total Return (2006-8): | -10.30% |
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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 | BPTRX | Category | Diff | Index* | Diff | | Year To Date | 16.31 | 25.80 | -9.49 | 17.05 | -0.74 | | 1-Month | -4.70 | -4.37 | -0.33 | -1.86 | -2.84 | | 3-Month | 3.88 | 4.09 | -0.21 | 5.48 | -1.6 | | 1-Year | 3.88 | 16.23 | -12.35 | 9.80 | -5.92 | | 3-Year | -9.91 | -5.36 | -4.55 | -7.02 | -2.89 | | 5-Year | 2.13 | 1.68 | 0.45 | 0.33 | 1.8 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 51.01 | 47.87 | 3.14 | 45.76 | 5.25 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -30.62 | -19.87 | -10.75 | -18.25 | -12.37 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BPTRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.67 | -43.77 | -2.90 | | 2007 | | | 11.34 | 15.09 | -3.75 | | 2006 | | | 21.55 | 9.00 | 12.55 | | 2005 | | | 14.37 | 9.84 | 4.53 | | 2004 | | | 42.35 | 13.23 | 29.12 | | 2003 | | | N/A | 35.96 | N/A | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BPTRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.23 | 17.27 | 17.24 | N/A | | 2008 | -13.68 | -1.90 | -7.39 | -32.00 | | 2007 | 2.87 | 3.71 | 11.31 | -6.24 | | 2006 | 12.81 | -2.65 | 1.14 | 9.43 | | 2005 | -0.74 | 5.39 | 2.97 | 6.17 | | 2004 | 12.69 | 4.11 | 2.32 | 18.58 | | 2003 | N/A | N/A | 6.14 | 15.49 | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 686 | 848 | 80.90 | | 1-Month | 531 | 901 | 58.93 | | 3-Month | 583 | 898 | 64.92 | | 6-Month | 789 | 868 | 90.90 | | 1-Year | 580 | 847 | 68.48 | | 3-Year | 542 | 749 | 72.36 | | 5-Year | 290 | 636 | 45.60 |
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0.34% Nasdaq 
Performance
