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| Morningstar Return Rating: | Below average | | Year to Date Return: | -0.74% | | 5-Year Average Return: | -0.97% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 21.80% | |
Worst 1-Yr Total Return (2008): | -44.50% | |
Best 3-Yr Total Return (2005-7): | 15.67% | |
Worst 3-Yr Total Return (2006-8): | -9.11% |
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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 | BRWIX | Category | Diff | Index* | Diff | | Year To Date | -0.74 | 25.80 | -26.54 | 17.05 | -17.79 | | 1-Month | -5.07 | -4.37 | -0.7 | -1.86 | -3.21 | | 3-Month | -1.57 | 4.09 | -5.66 | 5.48 | -7.05 | | 1-Year | -6.22 | 16.23 | -22.45 | 9.80 | -16.02 | | 3-Year | -11.82 | -5.36 | -6.46 | -7.02 | -4.8 | | 5-Year | -0.97 | 1.68 | -2.65 | 0.33 | -1.3 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 16.63 | 47.87 | -31.24 | 45.76 | -29.13 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -37.43 | -19.87 | -17.56 | -18.25 | -19.18 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BRWIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -44.50 | -43.77 | -0.73 | | 2007 | | | 21.80 | 15.09 | 6.71 | | 2006 | | | 11.09 | 9.00 | 2.09 | | 2005 | | | 14.39 | 9.84 | 4.55 | | 2004 | | | 13.11 | 13.23 | -0.12 | | 2003 | | | 31.46 | 35.96 | -4.50 | | 2002 | | | -21.71 | -27.24 | 5.53 | | 2001 | | | -20.55 | -19.98 | -0.57 | | 2000 | | | 7.10 | -4.78 | 11.88 | | 1999 | | | 53.50 | 60.49 | -6.99 |
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| PAST QUARTERLY RETURNS (%) FOR
BRWIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -7.23 | 3.58 | 8.81 | N/A | | 2008 | -14.19 | 9.02 | -21.51 | -24.42 | | 2007 | 2.95 | 9.60 | 5.92 | 1.92 | | 2006 | 9.30 | -5.24 | 0.22 | 7.02 | | 2005 | 1.07 | 2.73 | 11.62 | -1.30 | | 2004 | 4.41 | -2.15 | -1.47 | 12.36 | | 2003 | -1.48 | 15.82 | 2.11 | 12.82 | | 2002 | -1.93 | -3.93 | -13.27 | -4.19 | | 2001 | -12.39 | 1.98 | -12.68 | 1.83 | | 2000 | 18.14 | -5.21 | -3.77 | -0.62 | | 1999 | N/A | N/A | N/A | 32.46 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 831 | 848 | 98.00 | | 1-Month | 612 | 901 | 67.92 | | 3-Month | 844 | 898 | 93.99 | | 6-Month | 859 | 868 | 98.96 | | 1-Year | 692 | 847 | 81.70 | | 3-Year | 596 | 749 | 79.57 | | 5-Year | 449 | 636 | 70.60 |
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0.29% Nasdaq 
Performance
