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| Morningstar Return Rating: | Average | | Year to Date Return: | 18.06% | | 5-Year Average Return: | -0.42% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 18.31% | |
Worst 1-Yr Total Return (2008): | -33.71% | |
Best 3-Yr Total Return (2004-6): | 13.46% | |
Worst 3-Yr Total Return (2006-8): | -8.25% |
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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 | BSCAX | Category | Diff | Index* | Diff | | Year To Date | 18.06 | 22.72 | -4.66 | 24.07 | -6.01 | | 1-Month | 3.25 | 3.14 | 0.11 | 6.00 | -2.75 | | 3-Month | 1.80 | 3.09 | -1.29 | 7.91 | -6.11 | | 1-Year | 24.87 | 29.36 | -4.49 | 25.39 | -0.52 | | 3-Year | -8.19 | -8.14 | -0.05 | -5.79 | -2.4 | | 5-Year | -0.42 | -0.30 | -0.12 | 0.71 | -1.13 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 57.03 | 57.49 | -0.46 | 45.76 | 11.27 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -21.07 | -19.40 | -1.67 | -18.25 | -2.82 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BSCAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -33.71 | -36.56 | 2.85 | | 2007 | | | -1.52 | -1.10 | -0.42 | | 2006 | | | 18.30 | 15.03 | 3.27 | | 2005 | | | 4.36 | 6.75 | -2.39 | | 2004 | | | 18.31 | 18.94 | -0.63 | | 2003 | | | 47.08 | 43.41 | 3.67 | | 2002 | | | -20.55 | -16.22 | -4.33 | | 2001 | | | 2.19 | 8.92 | -6.73 | | 2000 | | | -3.24 | 11.89 | -15.13 | | 1999 | | | 20.18 | 19.95 | 0.23 |
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| PAST QUARTERLY RETURNS (%) FOR
BSCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -14.88 | 20.79 | 19.33 | N/A | | 2008 | -9.91 | 0.65 | -1.11 | -26.08 | | 2007 | 1.89 | 4.44 | -3.12 | -4.48 | | 2006 | 13.93 | -5.08 | 0.44 | 8.92 | | 2005 | -5.28 | 4.25 | 4.64 | 1.00 | | 2004 | 6.29 | 0.54 | -2.90 | 14.02 | | 2003 | -4.50 | 23.45 | 8.94 | 14.51 | | 2002 | 4.00 | -8.42 | -21.31 | 6.00 | | 2001 | -6.50 | 14.10 | -20.74 | 20.85 | | 2000 | 6.80 | -4.03 | 1.14 | -6.67 | | 1999 | N/A | N/A | N/A | 18.24 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 420 | 657 | 63.93 | | 1-Month | 190 | 679 | 27.98 | | 3-Month | 503 | 671 | 74.96 | | 6-Month | 291 | 663 | 43.89 | | 1-Year | 296 | 646 | 45.82 | | 3-Year | 259 | 573 | 45.20 | | 5-Year | 204 | 475 | 42.95 |
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0.07% Nasdaq 
0.16%
Performance
