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| Morningstar Return Rating: | Below average | | Year to Date Return: | 17.23% | | 5-Year Average Return: | -4.09% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 25.80% | |
Worst 1-Yr Total Return (2008): | -56.16% | |
Best 3-Yr Total Return (2005-7): | 15.70% | |
Worst 3-Yr Total Return (2006-8): | -16.09% |
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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 | BRAGX | Category | Diff | Index* | Diff | | Year To Date | 17.23 | 31.59 | -14.36 | 24.07 | -6.84 | | 1-Month | 4.91 | 4.49 | 0.42 | 6.00 | -1.09 | | 3-Month | 4.50 | 6.16 | -1.66 | 7.91 | -3.41 | | 1-Year | 24.22 | 35.24 | -11.02 | 25.39 | -1.17 | | 3-Year | -13.88 | -5.04 | -8.84 | -5.79 | -8.09 | | 5-Year | -4.09 | 1.47 | -5.56 | 0.71 | -4.8 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 33.93 | 48.99 | -15.06 | 45.76 | -11.83 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -42.18 | -20.53 | -21.65 | -18.25 | -23.93 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BRAGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -56.16 | -43.77 | -12.39 | | 2007 | | | 25.80 | 15.09 | 10.71 | | 2006 | | | 7.11 | 9.00 | -1.89 | | 2005 | | | 14.93 | 9.84 | 5.09 | | 2004 | | | 12.21 | 13.23 | -1.02 | | 2003 | | | 53.97 | 35.96 | 18.01 | | 2002 | | | -18.01 | -27.24 | 9.23 | | 2001 | | | -11.20 | -19.98 | 8.78 | | 2000 | | | 13.58 | -4.78 | 18.36 | | 1999 | | | 120.62 | 60.49 | 60.13 |
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| PAST QUARTERLY RETURNS (%) FOR
BRAGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.05 | 11.86 | 13.07 | N/A | | 2008 | -13.18 | 7.73 | -30.26 | -32.80 | | 2007 | 4.96 | 8.31 | 5.14 | 5.26 | | 2006 | 11.41 | -1.35 | -9.66 | 7.88 | | 2005 | 0.59 | 3.10 | 11.47 | -0.57 | | 2004 | 1.17 | 0.45 | -6.39 | 17.96 | | 2003 | -1.49 | 28.34 | 9.31 | 11.41 | | 2002 | 0.21 | -5.44 | -14.13 | 0.77 | | 2001 | -12.79 | 10.84 | -21.08 | 16.40 | | 2000 | 12.69 | 7.53 | 11.21 | -15.71 | | 1999 | N/A | N/A | N/A | 69.34 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 752 | 827 | 90.93 | | 1-Month | 361 | 881 | 40.98 | | 3-Month | 571 | 879 | 64.96 | | 6-Month | 784 | 862 | 90.95 | | 1-Year | 629 | 825 | 76.24 | | 3-Year | 624 | 734 | 85.01 | | 5-Year | 506 | 632 | 80.06 |
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0.63% Nasdaq 
0.03%
Performance
