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| Morningstar Return Rating: | Average | | Year to Date Return: | 16.11% | | 5-Year Average Return: | 2.63% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 19.85% | |
Worst 1-Yr Total Return (2008): | -33.46% | |
Best 3-Yr Total Return (2005-7): | 10.72% | |
Worst 3-Yr Total Return (2006-8): | -4.14% |
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| 1-Year: | -7.74% | | 3-Year: | -1.60% | | 5-Year: | 2.18% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BRFOX | Category | Diff | Index* | Diff | | Year To Date | 16.11 | 24.15 | -8.04 | 17.05 | -0.94 | | 1-Month | -0.79 | -2.25 | 1.46 | -1.86 | 1.07 | | 3-Month | 2.77 | 4.52 | -1.75 | 5.48 | -2.71 | | 1-Year | 13.35 | 15.35 | -2 | 9.80 | 3.55 | | 3-Year | -1.32 | -4.95 | 3.63 | -7.02 | 5.7 | | 5-Year | 2.63 | 0.99 | 1.64 | 0.33 | 2.3 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.32 | 42.81 | -12.49 | 45.76 | -15.44 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.39 | -17.14 | -1.25 | -18.25 | -0.14 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BRFOX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.46 | -40.67 | 7.21 | | 2007 | | | 19.85 | 13.35 | 6.50 | | 2006 | | | 10.45 | 7.05 | 3.40 | | 2005 | | | 2.54 | 6.71 | -4.17 | | 2004 | | | 6.95 | 7.81 | -0.86 | | 2003 | | | 20.55 | 28.66 | -8.11 | | 2002 | | | -17.41 | -27.64 | 10.23 | | 2001 | | | -18.29 | -22.30 | 4.01 | | 2000 | | | -4.44 | -13.05 | 8.61 | | 1999 | | | N/A | 38.87 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BRFOX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -3.71 | 9.87 | 10.62 | N/A | | 2008 | -6.78 | 6.70 | -19.38 | -17.02 | | 2007 | 3.05 | 7.14 | 8.29 | 0.25 | | 2006 | 7.62 | -2.58 | -1.98 | 7.47 | | 2005 | -6.29 | 0.87 | 9.02 | -0.49 | | 2004 | -1.30 | 4.18 | -6.23 | 10.92 | | 2003 | 1.18 | 4.66 | 3.58 | 9.90 | | 2002 | 2.81 | -6.73 | -10.82 | -3.41 | | 2001 | -9.45 | -3.51 | -18.10 | 14.20 | | 2000 | 5.95 | -3.08 | 3.67 | -10.23 | | 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 | 1531 | 1802 | 84.96 | | 1-Month | 718 | 1890 | 37.99 | | 3-Month | 1676 | 1884 | 88.96 | | 6-Month | 1607 | 1827 | 87.96 | | 1-Year | 1153 | 1797 | 64.16 | | 3-Year | 108 | 1518 | 7.11 | | 5-Year | 218 | 1251 | 17.43 |
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1.48% Nasdaq 
Performance
