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| Morningstar Return Rating: | Below average | | Year to Date Return: | 7.08% | | 5-Year Average Return: | -3.31% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 18.24% | |
Worst 1-Yr Total Return (2008): | -43.48% | |
Best 3-Yr Total Return (2004-6): | 11.59% | |
Worst 3-Yr Total Return (2006-8): | -14.00% |
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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 | BRSGX | Category | Diff | Index* | Diff | | Year To Date | 7.08 | 25.65 | -18.57 | 24.07 | -16.99 | | 1-Month | 3.48 | 3.38 | 0.1 | 6.00 | -2.52 | | 3-Month | 1.65 | 3.71 | -2.06 | 7.91 | -6.26 | | 1-Year | 8.97 | 31.83 | -22.86 | 25.39 | -16.42 | | 3-Year | -13.70 | -7.28 | -6.42 | -5.79 | -7.91 | | 5-Year | -3.31 | -0.38 | -2.93 | 0.71 | -4.02 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 40.12 | 53.06 | -12.94 | 45.76 | -5.64 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -34.86 | -19.68 | -15.18 | -18.25 | -16.61 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BRSGX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -43.48 | -41.55 | -1.93 | | 2007 | | | 6.87 | 7.59 | -0.72 | | 2006 | | | 5.31 | 10.81 | -5.50 | | 2005 | | | 18.24 | 6.02 | 12.22 | | 2004 | | | 11.59 | 12.41 | -0.82 | | 2003 | | | N/A | 45.54 | N/A | | 2002 | | | N/A | -27.88 | N/A | | 2001 | | | N/A | -8.91 | N/A | | 2000 | | | N/A | -3.85 | N/A | | 1999 | | | N/A | 64.77 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
BRSGX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -15.66 | 16.37 | 13.12 | N/A | | 2008 | -11.41 | 3.26 | -17.13 | -25.43 | | 2007 | 4.13 | 7.74 | -1.50 | -3.30 | | 2006 | 13.58 | -4.16 | -8.34 | 5.55 | | 2005 | -2.18 | 7.67 | 8.70 | 3.28 | | 2004 | 2.43 | 3.04 | -9.23 | 16.46 | | 2003 | N/A | N/A | N/A | N/A | | 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 | 770 | 786 | 97.96 | | 1-Month | 326 | 816 | 39.95 | | 3-Month | 489 | 815 | 60.00 | | 6-Month | 649 | 802 | 80.92 | | 1-Year | 647 | 781 | 82.84 | | 3-Year | 547 | 667 | 82.01 | | 5-Year | 417 | 563 | 74.07 |
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0.20% Nasdaq 
Performance
