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| Morningstar Return Rating: | Above average | | Year to Date Return: | 38.11% | | 5-Year Average Return: | -1.11% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 23.34% | |
Worst 1-Yr Total Return (2008): | -46.24% | |
Best 3-Yr Total Return (2004-6): | 15.58% | |
Worst 3-Yr Total Return (2006-8): | -14.03% |
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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 | BRUSX | Category | Diff | Index* | Diff | | Year To Date | 38.11 | 25.65 | 12.46 | 24.07 | 14.04 | | 1-Month | 3.07 | 3.38 | -0.31 | 6.00 | -2.93 | | 3-Month | 2.69 | 3.71 | -1.02 | 7.91 | -5.22 | | 1-Year | 44.97 | 31.83 | 13.14 | 25.39 | 19.58 | | 3-Year | -9.48 | -7.28 | -2.2 | -5.79 | -3.69 | | 5-Year | -1.11 | -0.38 | -0.73 | 0.71 | -1.82 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 74.45 | 53.06 | 21.39 | 45.76 | 28.69 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -16.95 | -19.68 | 2.73 | -18.25 | 1.3 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BRUSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -46.24 | -41.55 | -4.69 | | 2007 | | | -2.77 | 7.59 | -10.36 | | 2006 | | | 21.55 | 10.81 | 10.74 | | 2005 | | | 2.99 | 6.02 | -3.03 | | 2004 | | | 23.34 | 12.41 | 10.93 | | 2003 | | | 88.57 | 45.54 | 43.03 | | 2002 | | | 3.98 | -27.88 | 31.86 | | 2001 | | | 34.00 | -8.91 | 42.91 | | 2000 | | | 4.75 | -3.85 | 8.60 | | 1999 | | | 40.41 | 64.77 | -24.36 |
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| PAST QUARTERLY RETURNS (%) FOR
BRUSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.27 | 38.67 | 16.09 | N/A | | 2008 | -16.30 | -1.84 | -10.13 | -27.19 | | 2007 | 1.74 | 4.12 | -1.30 | -7.01 | | 2006 | 20.61 | -2.17 | -8.18 | 12.19 | | 2005 | -5.49 | 2.40 | 7.28 | -0.80 | | 2004 | 3.99 | -0.51 | -1.59 | 21.13 | | 2003 | 3.11 | 34.30 | 16.73 | 16.65 | | 2002 | 7.45 | 1.48 | -16.34 | 13.98 | | 2001 | 11.38 | 12.08 | -7.04 | 15.47 | | 2000 | 13.52 | -7.85 | 9.45 | -8.51 | | 1999 | N/A | N/A | N/A | 34.46 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 125 | 786 | 15.90 | | 1-Month | 660 | 816 | 80.88 | | 3-Month | 766 | 815 | 93.99 | | 6-Month | 48 | 802 | 5.99 | | 1-Year | 131 | 781 | 16.77 | | 3-Year | 493 | 667 | 73.91 | | 5-Year | 301 | 563 | 53.46 |
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0.20% Nasdaq 
Performance
