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| Morningstar Return Rating: | Average | | Year to Date Return: | 31.58% | | 5-Year Average Return: | -0.10% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 8.35% | |
Worst 1-Yr Total Return (2008): | -35.47% | |
Best 3-Yr Total Return (2004-6): | 5.40% | |
Worst 3-Yr Total Return (2006-8): | -11.68% |
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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 | BRGIX | Category | Diff | Index* | Diff | | Year To Date | 31.58 | 31.20 | 0.38 | 24.07 | 7.51 | | 1-Month | 4.80 | 5.67 | -0.87 | 6.00 | -1.2 | | 3-Month | 7.39 | 8.18 | -0.79 | 7.91 | -0.52 | | 1-Year | 31.64 | 34.04 | -2.4 | 25.39 | 6.25 | | 3-Year | -3.98 | -3.89 | -0.09 | -5.79 | 1.81 | | 5-Year | -0.10 | 1.25 | -1.35 | 0.71 | -0.81 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 45.12 | 43.84 | 1.28 | 45.76 | -0.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.31 | -18.03 | 3.72 | -18.25 | 3.94 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BRGIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -35.47 | -40.67 | 5.20 | | 2007 | | | 4.72 | 13.35 | -8.63 | | 2006 | | | 1.96 | 7.05 | -5.09 | | 2005 | | | 5.99 | 6.71 | -0.72 | | 2004 | | | 8.35 | 7.81 | 0.54 | | 2003 | | | 35.89 | 28.66 | 7.23 | | 2002 | | | -25.14 | -27.64 | 2.50 | | 2001 | | | -19.08 | -22.30 | 3.22 | | 2000 | | | -14.12 | -13.05 | -1.07 | | 1999 | | | 38.88 | 38.87 | 0.01 |
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| PAST QUARTERLY RETURNS (%) FOR
BRGIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -4.61 | 17.28 | 13.38 | N/A | | 2008 | -8.17 | 0.54 | -8.85 | -23.33 | | 2007 | -0.38 | 4.56 | 1.43 | -0.87 | | 2006 | 1.34 | -4.67 | 1.01 | 4.49 | | 2005 | -4.10 | 3.47 | 3.45 | 3.25 | | 2004 | 2.80 | -0.99 | -2.34 | 9.00 | | 2003 | -2.60 | 21.27 | 3.32 | 11.36 | | 2002 | -3.25 | -14.76 | -14.84 | 6.60 | | 2001 | -15.15 | 3.28 | -18.37 | 13.12 | | 2000 | 1.62 | -7.61 | 0.69 | -9.16 | | 1999 | N/A | N/A | N/A | 28.13 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 836 | 1818 | 45.98 | | 1-Month | 1334 | 1906 | 69.99 | | 3-Month | 1389 | 1904 | 72.95 | | 6-Month | 1343 | 1866 | 71.97 | | 1-Year | 760 | 1815 | 41.87 | | 3-Year | 680 | 1537 | 44.24 | | 5-Year | 797 | 1273 | 62.61 |
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0.97% Nasdaq 
Performance
